Focus Financial Network, Inc.
Support Advisors. Serve Clients Better.
140 employees · est. 1993 · Minneapolis, United States
Focus Financial Network, Inc. is the older company (2004 vs 1993); EP Wealth Advisors is the larger of the two.
Side-by-Side Comparison
| Metric | EP Wealth Advisors | Focus Financial Network, Inc. |
|---|---|---|
| Founded | ||
| Founded | 2004 | 1993 older |
| Headquarters | ||
| Headquarters | Torrance, United States | Minneapolis, United States |
| Employees | ||
| Employees | 412 larger | 140 |
| Industry | ||
| Industry | Finance, Financial Services, Insurance | Financial Services, Banking |
| Funding Stage | ||
| Funding Stage | Series Unknown | Not tracked yet |
| Total Funding | ||
| Total Funding | Not tracked yet | Not tracked yet |
| Funding Rounds | ||
| Funding Rounds | 1 | Not tracked yet |
| Services | ||
| Services | Not tracked yet | Not tracked yet |
| Target Customers | ||
| Target Customers | Not tracked yet | Not tracked yet |
| Taxonomy | ||
| Taxonomy | 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 | Financial Planning, Wealth Management, Portfolio Management, Retirement Planning, Financial Education, Advisory Services, Independent Advice, Client-focused, Professional Skills, Relationship Building, Business Growth, National Presence, Investment Services, Strategic Financial Advice |
| Website | ||
| Website | epwealth.com | focusfinancial.com |
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...
About Focus Financial Network, Inc.
Focus Financial Network, Inc. Focus Financial Network, Inc. is a leading financial advising firm that emphasizes the importance of personalized service. With a diverse team of over 120 financial advisors in 46 branches across 6 states, the company offers a wide range of services including Financial...
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BounceWatch watches EP Wealth Advisors and Focus Financial Network, Inc. for new funding, fast hiring, new executives and a change of software vendor. When one happens, we email you the same day.
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Compiled from the BounceWatch company index. We last looked at EP Wealth Advisors on 12 Sep 2024, and Focus Financial Network, Inc. on 10 Nov 2024. Where a field is blank here, it means we have not recorded it — not that the answer is zero. How we source and date this.
