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EP Wealth Advisors logo — Plan for what's important.

EP Wealth Advisors

Plan for what's important.

Founded 2004 United States Torrance, United States 412 employees Venture round Finance, Financial Services +7

General Information

Company Name EP Wealth Advisors
Founded Year 2004
Location United States Torrance, United States
Founders / Decision Makers
Team member Team member Team member Team member Team member Team member
Employees 412
Industries Finance, Financial Services, Insurance +6
Funding Stage Venture round
Social

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About EP Wealth Advisors

EP Wealth Advisors is a financial services startup founded in 2004 and headquartered in the United States. With a slogan of "Plan for what's important," the company has gained prominence in the industry. As of December 31st, 2023, EP Wealth Advisors manages over $21.4 billion in client assets. Their approach focuses on understanding each client's unique situation to develop customized financial plans and investment strategies. This tailored approach aims to achieve specific goals and provide clients with peace of mind. EP Wealth Advisors secured a Venture Round investment on 10 July 2017 from Wealth Partners Capital Group. The firm's expertise spans Financial Services, Insurance, Real Estate, Banking, and Health insurance industries, reflecting their comprehensive approach to wealth management.

Business keywords: investment management, financial planning, wealth advisory, client assets management, customized plan, financial strategies, investment portfolio, credentialed staff, integrated wealth plan, client relationships, economic landscape, peace of mind

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round Undisclosed 1
Wealth Partners Capital Group
10 Jul 2017

EP Wealth Advisors Alternatives & Competitors

View All Alternatives
EP Wealth Advisors vs
Heron Wealth dba Wealthspire Advisors
Heron Wealth dba Wealthspire Advisors United States

Comprehensive solutions for your financial future, including planning, investment advice, retirement...

1 employees
Financial Services, Real Estate
Compare EP Wealth Advisors vs Heron Wealth dba Wealthspire Advisors
EP Wealth Advisors vs
Stonebridge Capital Advisors
Stonebridge Capital Advisors United States

Client Led, Partnership Driven.

37 employees
Finance, Financial Services
Compare EP Wealth Advisors vs Stonebridge Capital Advisors
EP Wealth Advisors vs
Periscope Wealth Management
Periscope Wealth Management United States

Helping You Navigate a Steady Financial Path

9 employees
Financial Services, Insurance
Also compare with: EP Wealth Advisors vs Hanlon Investment Management Hanlon Investment Management View all alternatives

FAQ About EP Wealth Advisors

Plan for what's important.
EP Wealth Advisors was founded in 2004.
EP Wealth Advisors is headquartered in Torrance, United States.
EP Wealth Advisors operates in Finance, Financial Services, Insurance, Lending and Investments, Privacy and Security, Prop Tech, Real Estate, Banking and Health insurance. Its work centres on investment management, financial planning, wealth advisory and client assets management.
EP Wealth Advisors has approximately 412 employees.
EP Wealth Advisors has completed 1 funding round. The latest funding stage is Venture round.
Top alternatives and competitors to EP Wealth Advisors include Heron Wealth dba Wealthspire Advisors, Stonebridge Capital Advisors, Periscope Wealth Management, Hanlon Investment Management, Delta Financial Advisors, Inc.. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
EP Wealth Advisors and Heron Wealth dba Wealthspire Advisors are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for EP Wealth Advisors, https://bouncewatch.com/company/ep-wealth-advisors, updated 30 December 2024. When citing, please name BounceWatch and link this page.

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