EP Wealth Advisors
Valuation
$5.7B
2024 Revenue
$1.9B
Funding
$0
Team
405
Founded
1999
How EP Wealth Advisors CEO Ryan Parker grew to $1.9B revenue with a 405 person team in 2024.
An investment management, financial planning and wealth advisory firm specializing in helping clients understand where they are going
Last updated
EP Wealth Advisors Revenue
In 2024, EP Wealth Advisors's revenue reached $1.9B. Since its launch in 1999, EP Wealth Advisors has shown consistent revenue growth.
| Year | Milestone | Quote |
|---|---|---|
| 2024 | EP Wealth Advisors Hit $1.9b revenue in June 2024 | |
| 1999 | Launched with $0 revenue |
EP Wealth Advisors Valuation, Funding Rounds
EP Wealth Advisors's most recent disclosed valuation is $5.7B.
EP Wealth Advisors is a bootstrapped Consulting & Advisory startup. Founded in 1999, EP Wealth Advisors has grown to $1.9B in revenue without raising any venture capital or outside funding.
As a self-funded Consulting & Advisory SaaS company, EP Wealth Advisors has built its business with no outside investment.
| Year | Round | Amount | Valuation | % Sold | Quote |
|---|
Founder / CEO
Q&A
| Question | Answer |
|---|---|
| What's your age? | - |
| Favorite online tool? | - |
| Favorite book? | - |
| Favorite CEO? | - |
| Advice for 20 year old self | - |
Customers
We do not have customer count information for EP Wealth Advisors yet.
EP Wealth Advisors Employees & Team Size
EP Wealth Advisors employs approximately 405 people as of 2026.
| Year | Milestone |
|---|---|
| 2024 | Reached 405 employees (July 2024) |
Frequently Asked Questions about EP Wealth Advisors
What is EP Wealth Advisors's revenue?
EP Wealth Advisors generates $1.9B in revenue.
Who founded EP Wealth Advisors?
EP Wealth Advisors was founded by Ryan Parker.
Who is the CEO of EP Wealth Advisors?
The CEO of EP Wealth Advisors is Ryan Parker.
How much funding does EP Wealth Advisors have?
EP Wealth Advisors raised $0.
How many employees does EP Wealth Advisors have?
EP Wealth Advisors has 405 employees.
Where is EP Wealth Advisors headquarters?
EP Wealth Advisors is headquartered in Torrance, California, United States.
Data and Sources
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.
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