EP Wealth Advisors Competitors, Revenue, Alternatives and Pricing

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Overview

Location:
Total Funding:N/A
Industry:Finance
Founded:2004
Lead Investor(s):Wealth Partners Capital Group

City Ranking

Industry Ranking

State Ranking

Growjo 10k Ranking

Estimated Revenue & Financials

  • EP Wealth Advisors's estimated annual revenue is currently $35.1M per year.(?)
  • EP Wealth Advisors received $Undisclosed in venture funding in July 2017.
  • EP Wealth Advisors's estimated revenue per employee is $210,000

Employee Data

  • EP Wealth Advisors has 167 Employees.(?)
  • EP Wealth Advisors grew their employee count by 37% last year.
  • EP Wealth Advisors currently has 13 job openings.

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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