EP Wealth Advisors Revenue and Competitors



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Estimated Revenue & Valuation

  • EP Wealth Advisors's estimated annual revenue is currently $58.4M per year.(i)
  • EP Wealth Advisors received $Undisclosed in venture funding in July 2017.
  • EP Wealth Advisors's estimated revenue per employee is $165,100

Employee Data

  • EP Wealth Advisors has 354 Employees.(i)
  • EP Wealth Advisors grew their employee count by 53% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
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EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $4 billion in client assets under management (as of July 31, 2018). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today's economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.



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EP Wealth Advisors News

2022-04-20 - Nutrien (NTR) Scheduled to Post Earnings on Monday

EP Wealth Advisors LLC now owns 3,759 shares of the company's stock valued at $283,000 after purchasing an additional 612 shares in the last...

2022-04-20 - Analysts Offer Predictions for Sumitomo Mitsui Financial Group, Inc ...

EP Wealth Advisors LLC now owns 158,384 shares of the bank's stock valued at $116,000 after purchasing an additional 144,663 shares in the last...

2022-04-17 - Smart Strategies for Couples Who Run a Business Together

Anecdotally, financial planners and wealth advisers say they are seeing ... and managing director of EP Wealth Advisors in Torrance, Calif.

2019-08-27 - EP Wealth Advisors, Inc. Buys Vanguard Value ETF ...

Torrance, CA, based Investment company EP Wealth Advisors, Inc. (Current Portfolio) buys Vanguard Value ETF, Vanguard Growth ETF, ...

2019-08-22 - Calif. RIA With $5 Billion Continues Acquisition Binge

EP Wealth Advisors LLC of Torrance, Calif., has acquired Personal Financial Consultants, an independent fee-only financial planning and ...

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding

EP Wealth Advisors Funding

DateAmountRoundLead InvestorsReference
2017-07-12$UndisclosedUndisclosedWealth Partners Capital GroupArticle