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EP Wealth Advisors
ActiveOperating status — whether the company still runs independently. “Closed” usually means it was acquired, merged, or shut down.🔥 HighHeat score — how much recent activity & attention the company has (web traffic, news, hiring).📈 Low growthGrowth score — momentum trend across web traffic, headcount and other growth signals. Torrance, California, United States Founded 2004 251-500 employees For Profit
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm.
Total Funding
Available in Pro Last Funding
Available in Pro Acquisitions
33
Monthly Visits
Available in Pro Contacts
442
Patents
0
3 trademarks
Company Details
Funding & Financials
Pro- Total funding
- Funding rounds
- Last funding
- Last funding type
- Last funding date
- Funding status
- Total equity funding
- Revenue range
IPO & Stock
- IPO status
- Private
Web Traffic
Pro- Monthly visits
- Global traffic rank
- 6-mo avg visits
- Visit duration (s)
- Pages / visit
- Bounce rate
- Rank change (mo)
Technology & IP
- Active technologies
- 17
- Mobile apps
- 1
- Active products
- 18
- Patents granted
- 0
- Trademarks
- 3
- IT spend
- $16M
Company Info
- Founded
- 2004
- Employees
- 251-500
- Operating status
- Active
- Company type
- For Profit
- Org types
- company
- Founders
- 3
- Sub-organizations
- 2
- News articles
- 84
- HQ
- Torrance, California, United States
- Region
- Greater Los Angeles Area, West Coast, Western US
Signals & Scores
- Heat score
- High
- Growth score
- Low
- Trend (7d)
- -0.4
- Trend (30d)
- 7.8
- Trend (90d)
- 5.8
- Last leadership hire
- Jul 1, 2026
Acquisitions by EP Wealth Advisors
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Key People at EP Wealth Advisors
Managing Director
Senior Financial Planner
Co-Founder and Managing Director
Senior Vice President / Partner
Senior Vice President
Vice President
Chief Administrative Officer, Partner
Chief Financial Officer
CPO
President & CEO
442
professional contacts at EP Wealth Advisors
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