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 $15.8M per year.
  • EP Wealth Advisors received $Undisclosed in venture funding in July 2017.
  • EP Wealth Advisors's estimated revenue per employee is $185294

Employee Data

  • EP Wealth Advisors has 85 Employees.
  • EP Wealth Advisors grew their employee count by 27% last year.
  • EP Wealth Advisors currently has 2 job openings.

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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EP Wealth Advisors News

17-Mar-19 - EP Wealth Advisors LLC Has $13.89 Million Stake in Verizon

EP Wealth Advisors LLC boosted its position in Verizon Communications Inc. (NYSE:VZ) by 20.0% in the third quarter, according to its most

25 minutes ago - EP Wealth Advisors LLC Has $6.51 Million Holdings in Chevron Co

EP Wealth Advisors LLC lifted its position in shares of Chevron Co. (NYSE:CVX) by 9.2% during the 3rd quarter, according to its most recent

12-Mar-19 - EP Wealth Advisors LLC Has $1.87 Million Holdings in Home Depot

EP Wealth Advisors LLC raised its holdings in shares of Home Depot Inc (NYSE:HD) by 90.9% in the 3rd quarter, according to the company in

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