EP Wealth Advisors
Likely to Engage tag.Highly Engaged Employees

Finance · California, United States · 501-1,000 Employees

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Overview

Headquarters

21515 Hawthorne Blvd Ste 1200, Torrance,...

Phone Number

(323) 797-5606

Revenue

$309.3 Million

Industry

Finance Securities Trading

About EP Wealth Advisors

EP Wealth Advisors, LLC founded in 1985 and headquartered in Torrance, California, is an investment adviser and financial planning firm with additional offices in the San Francisco Bay area, San Diego, West Los Angeles and Irvine, Seattle, Phoenix, and Denver.Explore more
EP Wealth Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

EP Wealth Advisors Org Chart

RP
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Chairman & Chief Executive Officer

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Alan Berkshire, Chief Administrative Officer & General Counsel at EP Wealth Advisors
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Chief Administrative Officer & General Counse...

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Megan Glover, Chief People Officer at EP Wealth Advisors
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Chief People Officer

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Risk Managing Director, Compliance

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Compare insights from companies similar to EP Wealth Advisors, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.

Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

EP Wealth Advisors

$309.3M
501-1,000
Private
-
1999
RP
Ryan ParkerChairman & CEO
$876.5M
1K - 5K
Private
-
1985
$386.7M
501-1,000
Private
-
2002
JC
Jennifer CeccarelliManaging Director
$360.9M
501-1,000
Private
-
1973
ST
Steven TraxRegional Managing Director
$336.1M
501-1,000
Private
$340M
2008
CU
Christopher UreCEO & Managing Director
$154.7M
201-500
Private
<$5M
1973
$29.9M
201-500
Private
$5M
2008
Mary Aldrich, Partner & Chief Operating Officer at PBMares
Mary AldrichPartner & Chief Operating Officer
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EP Wealth Advisors Tech Stack

A closer look at the technologies used by EP Wealth Advisors

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Frequently Asked Questions Regarding EP Wealth Advisors

What is EP Wealth Advisors's official website?
EP Wealth Advisors's official website is www.epwealth.com
What is EP Wealth Advisors's Revenue?
EP Wealth Advisors's revenue is $309.3 Million
What is EP Wealth Advisors's SIC code?
EP Wealth Advisors's SIC: 62,628
What is EP Wealth Advisors's NAICS code?
EP Wealth Advisors's NAICS: 52,523
How many employees does EP Wealth Advisors have?
EP Wealth Advisors has 501-1,000 employees
What industry does EP Wealth Advisors belong to?
EP Wealth Advisors is in the industry of: Finance, Securities Trading
What is EP Wealth Advisors competition?
EP Wealth Advisors top competitors include: Mercer Advisors, MAI Capital Management, Beacon Pointe, Aldrich Wealth
What companies has EP Wealth Advisors acquired?
EP Wealth Advisors has acquired the companies: Donnelly Wealth Advisors, NewFocus Financial Group, AlphaMark Advisors, Warren Financial
What technology does EP Wealth Advisors use?
Some of the popular technologies that EP Wealth Advisors uses are: Freshservice, Zingfit, DocuSign, Lucky Orange
How do I contact EP Wealth Advisors?
EP Wealth Advisors contact info: Phone number: (323) 797-5606 Website: www.epwealth.com
What does EP Wealth Advisors do?

EP Wealth Advisors, LLC founded in 1985 and headquartered in Torrance, California, is an investment adviser and financial planning firm with additional offices in the San Francisco Bay area, San Diego, West Los Angeles and Irvine, Seattle, Phoenix, and Denver.... Read More

What are EP Wealth Advisors social media links?
EP Wealth Advisors Linkedin page EP Wealth Advisors Twitter page EP Wealth Advisors Facebook page
Is EP Wealth Advisors a public company?
EP Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about EP Wealth Advisors

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