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An investment management, financial planning and wealth advisory firm specializing in helping clients understand where they are going
Last updated
In 2024, EP Wealth Advisors's revenue reached $1.9B. Since its launch in 1999, EP Wealth Advisors has shown consistent revenue growth.
EP Wealth Advisors reached a $5.7B valuation in 2025, set during its M&A Offer round.
| Year | Round | Amount | Valuation | % Sold | Source |
|---|---|---|---|---|---|
| 2025 | M&A Offer | - | $5.7B | - |
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
We do not have customer count information for EP Wealth Advisors yet.
EP Wealth Advisors employs approximately 405 people as of 2026.
EP Wealth Advisors generates an estimated $1.9B in annual revenue.
EP Wealth Advisors was founded by Ryan Parker.
The CEO of EP Wealth Advisors is Ryan Parker.
EP Wealth Advisors raised $0.
EP Wealth Advisors has 405 employees.
EP Wealth Advisors is headquartered in Torrance, California, United States.
All figures on this page are taken directly from interviews or are estimates from public sources and proprietary models. Not financial advice. Read full disclaimer.
Claim this profileValuation
$5.7B
2024 Revenue
$1.9B(Est.)
Funding
$0
Team
405
Founded
1999
| Year | Milestone | Source |
|---|---|---|
| 2024 | EP Wealth Advisors Hit $1.9b revenue in June 2024 | Estimated |
| 1999 | Launched with $0 revenue |
| Year | Milestone | Source |
|---|---|---|
| 2024 | Reached 405 employees (July 2024) |
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