EP Wealth Advisors Revenue and Competitors
Estimated Revenue & Valuation
- EP Wealth Advisors's estimated annual revenue is currently $58.4M per year.
- 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.
- EP Wealth Advisors grew their employee count by 53% last year.
EP Wealth Advisors's People
| Name | Title | Email/Phone |
|---|---|---|
1 | Co-Founder | Reveal Email/Phone |
2 | VP | Reveal Email/Phone |
3 | VP | Reveal Email/Phone |
4 | VP | Reveal Email/Phone |
5 | VP | Reveal Email/Phone |
6 | VP | Reveal Email/Phone |
7 | VP | Reveal Email/Phone |
8 | VP | Reveal Email/Phone |
9 | VP | Reveal Email/Phone |
10 | VP | Reveal Email/Phone |
EP Wealth Advisors Competitors & AlternativesAdd Company
| Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
|---|---|---|---|---|---|
#1 | $1770.7M | 9525 | 16% | $2.3B | N/A |
#2 | $21.6M | 151 | -3% | N/A | N/A |
#3 | $5.2M | 50 | 14% | N/A | N/A |
#4 | $5920M | 6292 | 0% | $552.3M | N/A |
#5 | $1M | 13 | -41% | N/A | N/A |
#6 | $6.4M | 55 | 8% | N/A | N/A |
#7 | $1.6M | 25 | -44% | $44M | N/A |
#8 | $1.4M | 21 | 0% | $4.7M | N/A |
#9 | $2.5M | 28 | -10% | N/A | N/A |
#10 | $3.5M | 34 | -6% | N/A | N/A |
What Is EP Wealth Advisors?
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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Total Funding
354
Number of Employees
$58.4M
Revenue (est)
53%
Employee Growth %
N/A
Valuation
N/A
Accelerator
EP Wealth Advisors News
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...
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...
Anecdotally, financial planners and wealth advisers say they are seeing ... and managing director of EP Wealth Advisors in Torrance, Calif.
Torrance, CA, based Investment company EP Wealth Advisors, Inc. (Current Portfolio) buys Vanguard Value ETF, Vanguard Growth ETF, ...
EP Wealth Advisors LLC of Torrance, Calif., has acquired Personal Financial Consultants, an independent fee-only financial planning and ...
Other Companies in Torrance
| Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
|---|---|---|---|---|
#1 | $46.6M | 373 | -6% | N/A |
#2 | $140.3M | 387 | 41% | N/A |
#3 | $132.3M | 392 | 9% | N/A |
#4 | $100.1M | 399 | 7% | N/A |
#5 | $124.5M | 405 | 10% | N/A |
EP Wealth Advisors Funding
| Date | Amount | Round | Lead Investors | Reference |
|---|---|---|---|---|
| 2017-07-12 | $Undisclosed | Undisclosed | Wealth Partners Capital Group | Article |