EP Wealth Advisors Growth, Revenue, Number of Employees and Funding


Total Funding:N/A
Lead Investor(s):Wealth Partners Capital Group

City Ranking

Industry Ranking

State Ranking

Growjo 10k Ranking

Estimated Revenue & Financials

  • EP Wealth Advisors's estimated revenue is currently $22.5M per year.
  • EP Wealth Advisors received $Undisclosed in venture funding in July 2017.
  • EP Wealth Advisors's estimated revenue per employee is $197105

Employee Data

  • EP Wealth Advisors has 114 Employees.
  • EP Wealth Advisors grew their employee count by 46% last year.
  • EP Wealth Advisors currently has 1 job openings.

Executive Contacts

Steven BealsChief Administrative Officer
Brian ParkerManaging Director
Patrick GoshtigianPresident & CEO
Ryan SerrecchiaSVP/Partner
Clint CamuaPartner, Senior Vice President, CFP
Adam PhillipsDirector of Portfolio Strategy
Greg WellsSenior Vice President
Ben PorrasVice President
Sean CartinVice President
Trevor BushVice President

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.



Number of Employees


Revenue (est)


Current Jobs


Employee Growth %


Total Funding







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EP Wealth Advisors News

08/21/2019 - EP Wealth Advisors Acquires Personal Financial Consultants

TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser that ...

08/22/2019 - 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 ...

08/27/2019 - 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, ...

EP Wealth Advisors Funding

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

EP Wealth Advisors Executive Hires

2018-05-08Patrick GoshtigianPresident/CEOArticle
2018-05-23Ryan SerrecchiaSVP/PartnerArticle
2018-09-12Preston CavesConsultantArticle
2019-03-22Lynn BallouRegional DirectorArticle

EP Wealth Advisors New Location/Offices

2016-12-09San Diego, CAArticle

EP Wealth Advisors Acquisitions

DateCompany NameAmountNotesReference
2015-01-14Moore's Financial GroupArticle
2018-06-05Donnelly Wealth Advisors, IncArticle
2018-09-12Caves & Associates LLCArticle