EP Wealth Advisors Overview

  • Year Founded
  • 1999

Year Founded

  • Status
  • Private

  • Employees
  • 500

Employees

  • Latest Deal Type
  • Debt Refin.

  • Financing Rounds
  • 5

  • Investments
  • 41

EP Wealth Advisors General Information

Description

Operator of an investment advisory firm intended to develop customized plans with strategies designed to achieve specific goals and objectives. The company offers a wide range of comprehensive financing services, which include investment advisory, financial planning, wealth management, and other related services, enabling clients to achieve their goals while minimizing uncertainty and risk.

Contact Information

Website
www.epwealth.com
Formerly Known As
Premier Financial Management, Ep Wealth Advisors, Inc.
Ownership Status
Privately Held (backing)
Financing Status
Private Equity-Backed
Corporate Office
  • 21535 Hawthorne Boulevard
  • Suite 400
  • Torrance, CA 90503
  • United States
+1 (310)
Primary Industry
Asset Management
Other Industries
Other Financial Services
Corporate Office
  • 21535 Hawthorne Boulevard
  • Suite 400
  • Torrance, CA 90503
  • United States
+1 (310)

EP Wealth Advisors Timeline

2022202320242025
Financing RoundCaptured Employee CountEstimated Employee Growth

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EP Wealth Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA		 Post-Val Status Debt

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EP Wealth Advisors Comparisons

Description
Primary
Industry
HQ Location
Employees
Total Raised
Post Valuation
Last
Financing
Details
Operator of an investment advisory firm intended to develop customized plans with strategies designed to achieve specifi
Asset Management
Torrance, CA
500 As of 2025

Greensboro, NC
 

Washington, DC
 
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EP Wealth Advisors Competitors (21)

One of EP Wealth Advisors’s 21 competitors is Compass Financial Partners, a Corporate Backed or Acquired company based in Greensboro, NC.

Company Name Financing Status Location Employees Total Raised Last Financing Date/Type Last Financing Amount
Compass Financial Partners Corporate Backed or Acquired Greensboro, NC
Farr, Miller & Washington Private Equity-Backed Washington, DC
Clearstead Advisors Private Equity-Backed Cleveland, OH
Millennium Advisory Services Private Equity-Backed Glen Allen, VA
Mercer Advisors Private Equity-Backed Denver, CO
You’re viewing 5 of 21 competitors. Get the full list »

EP Wealth Advisors Signals

Growth Rate

Weekly
Growth
Weekly Growth

Size Multiple

Median
Size Multiple

Key Data Points

Similarweb Unique Visitors

Majestic Referring Domains

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EP Wealth Advisors Investors

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info

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EP Wealth Advisors Investments & Acquisitions (41)

EP Wealth Advisors’s most recent deal was a Buyout/LBO with The Holben Group. The deal was made on 05-Mar-2025.

Company Name Deal Date Deal Type Deal Size Industry Lead Partner
The Holben Group 05-Mar-2025 Buyout/LBO Asset Management
Criterion Capital Advisors 04-Feb-2025 Buyout/LBO Asset Management
Executive Wealth Management 07-Jan-2025 Buyout/LBO Asset Management
Gather Financial Planning 04-Nov-2024 Buyout/LBO Asset Management
Riley Private Client 04-Nov-2024 Buyout/LBO Other Financial Services
You’re viewing 5 of 41 investments and acquisitions. Get the full list »

EP Wealth Advisors Exits (1)

EP Wealth Advisors’s most recent exit was on 28-Dec-2021 from Soundmark Wealth Management. The exit was categorized as with 2 buyers.

Company Name Exit Date Exit Type Exit Size Status Buyers
Soundmark Wealth Management 28-Dec-2021 Completed
  • 2 buyers
To view EP Wealth Advisors’s complete exits history, request access »

EP Wealth Advisors Affiliates

Subsidiaries (1)

Name Industry Location Year Founded
Mindful Money Phoenix, AZ 2001

EP Wealth Advisors FAQs

  • When was EP Wealth Advisors founded?

    EP Wealth Advisors was founded in 1999.

  • Where is EP Wealth Advisors headquartered?

    EP Wealth Advisors is headquartered in Torrance, CA.

  • What is the size of EP Wealth Advisors?

    EP Wealth Advisors has 500 total employees.

  • What industry is EP Wealth Advisors in?

    EP Wealth Advisors’s primary industry is Asset Management.

  • Is EP Wealth Advisors a private or public company?

    EP Wealth Advisors is a Private company.

  • What is EP Wealth Advisors’s current revenue?

    The current revenue for EP Wealth Advisors is .

  • How much funding has EP Wealth Advisors raised over time?

    EP Wealth Advisors has raised $6.6M.

  • Who are EP Wealth Advisors’s investors?

    Berkshire Partners has invested in EP Wealth Advisors.

  • Who are EP Wealth Advisors’s competitors?

    Compass Financial Partners, Farr, Miller & Washington, Clearstead Advisors, Millennium Advisory Services, and Mercer Advisors are some of the 21 competitors of EP Wealth Advisors.

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