Data Breach WatchDBW

Banking

High

investigation open

Updated about 1 month ago

Financial Brokerage Data Breach

▼ Key takeaways

•Reports suggest a potential breach involving Financial Brokerage.
•Discovered on March 12, 2026.
•Possible data exposed: Name, Address, Email Address, Date of Birth, Tax Identification Number, Social Security Number, Employer Identification Number, Financial Account Number.
•Affects individuals in: California, New Hampshire.
•Confirmation level: Confirmed by regulators.

Breach confirmed

The Financial Brokerage breach is confirmed. If you may be affected, add your details below and we will take it from there.

Detailed summary

EP Wealth Advisors, LLC, a financial planning and investment advisory firm, discovered a data breach on February 2, 2026. This incident exposed sensitive client information.

The confirmed data types include names, addresses, email addresses, dates of birth, tax identification numbers (such as Social Security numbers or Employer Identification Numbers), and financial account numbers. The breach affected clients nationwide, and notifications were sent to the Attorneys General of California and New Hampshire on March 5, 2026. The exact number of affected individuals remains unclear, though it is expected to exceed the publicly disclosed figures. No medical data is reported to have been involved.

Details about the full scope of the breach and final resolutions can emerge over time as investigations progress, and notifications to affected individuals may be ongoing.

Data possibly involved

Name
Address
Could be combined with other data for identity theft
Email Address
Increases risk of phishing attacks and account takeovers
Date of Birth
Often used in combination with other data for identity theft
Tax Identification Number
Social Security Number
Can be used to open fraudulent accounts and file false tax returns
Employer Identification Number
Financial Account Number

Company Response Timeline

Response Grade

Notified consumers within 31–60 days

Breach Occurred

Feb 2, 2026

Company Discovered

Feb 2, 2026

Regulator Notified

Mar 5, 2026

Consumers Notified

Mar 5, 2026

0 days to discover

31 days to notify consumers

Breach Verification Status

Reports Only

Complete

Initial dark web reports of potential breach

Company Confirmed

Complete

Company has acknowledged the breach

Regulator Confirmed

Current

Confirmed by regulatory authorities

Note: Breach verification can take time. Information may evolve as more details become available from companies and regulators.

Case Status:

Investigation Open

We're actively investigating this case and seeking affected individuals.

Were you affected? Submit your information below.

Were You Affected By This Breach?

If you are a customer or have received a data breach notification, you may submit your information as part of our ongoing investigation. Submitting your information is free and does not obligate you.

Were you in the Financial Brokerage breach? Check your email

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Check Your Risk Level

Answer a few questions to understand how this breach might affect you

Do you use Financial Brokerage?

Yes

What state are you in?

What should I do?

Change your passwords

Update passwords for the affected service and any accounts using the same password

Enable two-factor authentication

Add an extra layer of security to your accounts

Monitor your accounts

Watch for suspicious activity on your financial and online accounts

Watch for phishing attempts

Be cautious of emails or messages claiming to be from the affected company

Consider a credit freeze

Prevent unauthorized access to your credit report

Scan your email for other exposures

Check whether this address shows up in other known breaches. Free, no account.

Get your info off data-broker sites

Data Shield files removal requests with every broker that accepts an authorized agent, and gives you the exact link or letter for the brokers that only accept requests from you.

See how Data Shield works