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Verify My Notice LetterThis case file references a public filing made with the state filing in OR. This website is not affiliated with, endorsed by, or operated by any state government agency.
EP Wealth Advisors, LLC was the subject of a data breach notification filed with the OR Attorney General. The AG filing was recorded on March 6, 2026. The breach or discovery date reported in the filing is February 2, 2026.
From the AG filing description
EP Wealth Advisors, LLC is a prominent registered investment advisor and wealth management firm that provides comprehensive financial planning, portfolio management, retirement strategizing, and tax-efficient investing services to high-net-worth individuals and families. Because the firm manages significant wealth, investment portfolios, and financial planning assets, it routinely collects, processes, and stores an extensive volume of highly sensitive personal and financial data. Clients entrust EP Wealth Advisors with their deepest financial lives, requiring the firm to maintain rigorous administrative, physical, and technical safeguards to protect confidential information from modern cyber threats. In 2026, EP Wealth Advisors, LLC reported a significant data security incident to the Oregon Attorney General, alerting clients and regulatory authorities to a compromise of its network environment. While the exact vector of the breach—whether resulting from sophisticated third-party vendor vulnerabilities, credential stuffing, phishing, or a targeted ransomware intrusion—continues to be analyzed, incidents of this magnitude typically involve unauthorized actors gaining persistent or opportunistic access to internal file repositories and databases where sensitive client files are archived. Financial institutions and wealth management firms remain prime targets for cybercriminals due to the immediate liquidity and high value associated with the records they maintain. The data compromised in the EP Wealth Advisors security incident reportedly includes a combination of core identifiers and granular financial records, creating severe, multifaceted risks for affected individuals. Exposed categories commonly feature full names, dates of birth, Social Security numbers, government-issued identification numbers, banking and investment account numbers, routing details, and comprehensive financial asset inventories. When Social Security numbers and detailed asset profiles are exposed together, victims face an elevated, long-term risk of identity theft, unauthorized account opening, fraudulent loan applications, and targeted financial fraud. Furthermore, the exposure of specific investment and banking details provides bad actors with the precise blueprint needed to execute convincing social engineering attacks and financial account takeovers. As a financial institution handling sensitive consumer financial data, EP Wealth Advisors, LLC is bound by stringent regulatory frameworks, most notably the Gramm-Leach-Bliley Act (GLBA) and the Safeguards Rule enforced by the Federal Trade Commission, alongside applicable state consumer protection laws. These regulatory mandates impose affirmative legal obligations on wealth management firms to establish a comprehensive written information security program, encrypt sensitive data at rest and in transit, implement multi-factor authentication, and continuously monitor systems for anomalous activity. The occurrence of a data breach of this scale strongly indicates potential vulnerabilities or failures in maintaining these mandatory security standards, raising serious questions regarding whether the firm met its legal duty of care to its clients. Receiving a data breach notification letter from EP Wealth Advisors, LLC serves as official confirmation that your confidential financial information was compromised due to corporate security failures, and it establishes the legal standing necessary to participate in a class action lawsuit. Under modern data privacy litigation standards, victims are not required to demonstrate actual out-of-pocket financial loss or identity theft to seek legal recourse; the imminent risk and the time and expense required to monitor compromised credit are sufficient injuries. Our law firm is investigating potential class action claims on behalf of all affected clients on a contingency fee basis, meaning there are never any out-of-pocket costs or attorney fees unless we successfully recover compensation on your behalf.
Under the Oregon Consumer Information Protection Act, you may have a legal claim against EP Wealth Advisors, LLC if any of the following apply:
Based on the data types reported in this filing:
Your SSN is the master key to your identity. Once exposed, criminals can open new lines of credit, take out loans, or file taxes in your name.
Combined with a name and other leaked data, date of birth helps criminals pass identity verification questions at banks and government agencies.
Phone numbers exposed in breaches are used for SIM swapping attacks — hijacking your number to bypass two-factor authentication on financial accounts.
Common categories of compensation in data breach class actions
Courts recognize that the time spent monitoring accounts, placing credit freezes, and dealing with the aftermath of a breach has real economic value. This category of damages is recoverable even without direct financial loss.
Professional credit monitoring services cost $10–$40 per month. Identity theft restoration services, if needed, can cost hundreds of hours and thousands of dollars. Courts have awarded these costs as direct damages in SSN breach cases.
Direct financial losses resulting from the breach — unauthorized charges, fraudulent transfers, or fees incurred through fraud — are recoverable as compensatory damages. Banks may reverse some charges; a class action recovers the remainder and associated costs.
Data breach victims regularly report anxiety, loss of sleep, and ongoing fear of identity theft. These non-economic harms are cognizable injuries in data breach litigation, particularly in cases involving SSN or medical record exposure.
Note: an attorney general breach filing does not by itself establish a settlement fund, a payment amount, or a claim deadline. If an official settlement notice is later issued, rely on that notice for payment details and deadlines.
No. Under Oregon Consumer Information Protection Act and federal law, the unauthorized exposure of your personal data — regardless of whether it has been actively misused — can be sufficient grounds for a claim. The breach itself is the injury.
Nothing. The Law Office of David S. Harris handles data breach cases on contingency — you pay zero upfront and owe nothing unless compensation is recovered.
Immediately place a free credit freeze at all three bureaus (Equifax, Experian, TransUnion). A freeze blocks new accounts from being opened in your name. Then file a complaint with the FTC at IdentityTheft.gov and contact our office — SSN exposure is one of the most serious breach types.
Banks may reverse fraudulent charges, but they are not obligated to compensate you for time lost, stress, or indirect damages. A class action claim against the breached company can recover those additional categories of harm.
State statutes of limitations for data breach claims typically run 2–4 years from the date of the breach or its discovery. Because this breach was recently disclosed, the window is open — but acting early preserves your options and strengthens the case.
Accepting free credit monitoring from EP Wealth Advisors, LLC does not waive your right to pursue legal action unless you signed a specific release waiving claims. In most cases, victims who accepted monitoring can still file.
Not necessarily. Many data breach victims are never notified directly. If your personal information was held by EP Wealth Advisors, LLC during the relevant period, you may still qualify even without receiving a letter. A free eligibility review can confirm your status.
Applicable State Law
This breach was reported under the Oregon Consumer Information Protection Act, which mandates notification and establishes your right to seek damages.
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