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EP Wealth Advisors Logo
EP Wealth Advisors Growth Score
86
CB Rank
18565
Heat Score
57
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm.
Founded
obfuscation
PrivatePrivate Equity Torrance, California, United States251-500 www.epwealth.com
Asset Management
Banking
Financial Services
Lending
Property Management
Real Estate
Security
Overview

EP Wealth Advisors
Total Funding
obfuscation
Growth Score
86
Heat Score
57

Total Funding
obfuscation
Private Equity raised
obfuscation
Growth Score86
-12 pts
in past quarter
Heat Score 57
-31 pts
in past quarter

Company Performance Metrics

Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Learn More >
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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See more interactive data and historical milestones on desktop for the best experience

About EP Wealth Advisors

CB Rank
18565
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm.
Founded
obfuscation
PrivatePrivate Equity Torrance, California, United States251-500 www.epwealth.com
Asset Management
Banking
Financial Services
Lending
Property Management
Real Estate
Security

Funding Rounds

Private Equity
OBF
in
obfuscation
Debt Financing
OBF
in
obfuscation
Private Equity
OBF
in
obfuscation

Key People

Details

Legal Name EP Wealth Advisors
Operating Status Active
Company Type For Profit
Founders  Brian Parker, Derek Holman, Rick Warren
About the Company
EP Wealth Advisors, LLC is a fee-only registered investment advisory and financial planning firm.
Phone Number +1 310 543 4559
Contact Email info@epwealth.com
Predictions & Insights

Growth Insight

See this Growth Insight
EP Wealth Advisors is
Lorem
 to be growing
Top Contributing Factors
Recently Raised Funding

Growth Prediction

See this Growth Prediction
Top Contributing Factors
Key Employee Changes

Products & Services

Financial Planning
A service that develops personalized financial plans to help clients achieve their unique financial goals.
Retirement Planning
A service focused on preparing clients for retirement by developing strategies to accumulate and manage retirement assets.

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Financials

Company Funding

Total Funding Amount 
obfuscation
Number of Funding Rounds 3
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Private Equity Round - EP Wealth Advisors Logo
Private Equity Round - EP Wealth Advisors
2
obfuscation
— Private Equity
obfuscation
Private Equity Round - EP Wealth Advisors Logo
Private Equity Round - EP Wealth Advisors
2
obfuscation
— Private Equity
obfuscation
Private Equity Round - EP Wealth Advisors Logo
Private Equity Round - EP Wealth Advisors
2
obfuscation
— Private Equity
obfuscation
Private Equity Round - EP Wealth Advisors Logo
Private Equity Round - EP Wealth Advisors
2
obfuscation
— Private Equity
obfuscation
Private Equity Round - EP Wealth Advisors Logo
Private Equity Round - EP Wealth Advisors
2
obfuscation
— Private Equity

Funding Rounds

Total Funding Amount 
obfuscation
Number of Funding Rounds 3
Unlock company funding data, including rounds, dates, amounts, and investors.
Announced Date  
Transaction Name  
Number of Investors  
Money Raised  
Lead Investors  
Funding Type  
obfuscation
Private Equity Round - EP Wealth Advisors Logo
Private Equity Round - EP Wealth Advisors
2
obfuscation
— Private Equity
obfuscation
Private Equity Round - EP Wealth Advisors Logo
Private Equity Round - EP Wealth Advisors
2
obfuscation
— Private Equity
obfuscation
Private Equity Round - EP Wealth Advisors Logo
Private Equity Round - EP Wealth Advisors
2
obfuscation
— Private Equity
obfuscation
Private Equity Round - EP Wealth Advisors Logo
Private Equity Round - EP Wealth Advisors
2
obfuscation
— Private Equity
obfuscation
Private Equity Round - EP Wealth Advisors Logo
Private Equity Round - EP Wealth Advisors
2
obfuscation
— Private Equity

Investors

Investments

Number of Acquisitions 32

Investment Breakdown

Number of Acquisitions 32
Market Intelligence
People
View Profiles & Contacts
Headcount 251-500 Employee Profiles 14 Contacts 440

Employee Profiles

News

News and Press

News•Mar 16, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Feb 26, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
News•Feb 26, 2026
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News•Feb 6, 2026
obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated obfuscated
Access a complete feed of recent news and press, from product launches to leadership changes.
Technology
View Tech Report

Monthly Web Visits

18,814
111.77%
 in past month

IT Spend

$13.1MThis year, EP Wealth Advisors is projected to spend $13.1M on IT, according to Aberdeen.

Interest Signals

TopicSurge Score
Tenfold Logo
Tenfold
100
Property and Casualty (P&C) Insurance Software Logo
Property and Casualty (P&C) Insurance Software
99
Static Application Security Testing (SAST) Logo
Static Application Security Testing (SAST)
97

Actively Used Products

18EP Wealth Advisors uses 18 technology products and services including HTML5, Lead Flows, and  Apache Server, according to G2 Stack.

Active Website Tech Count

17EP Wealth Advisors is actively using 17 technologies for its website, according to BuiltWith. These include DNSSEC, Mobile Non Scaleable Content, and  Amazon.

Total IP

3EP Wealth Advisors has registered 3 trademarks with the most popular class being 'Insurance; financial affairs', according to IPqwery.
Sub-Organizations

Sub-Organizations

Number of Sub-Orgs 2
Which industries do these Sub-Organization operate in?
Mindful Money Logo
Mindful MoneySubsidiary
LongView Asset Management Logo
LongView Asset ManagementSubsidiary
Frequently Asked Questions

Where is EP Wealth Advisors's headquarters? EP Wealth Advisors is located in Torrance, California, United States.Who invested in EP Wealth Advisors? EP Wealth Advisors has 3 investors including Berkshire Partners and  Ares Management.When was the last funding round for EP Wealth Advisors? EP Wealth Advisors closed its last funding round on
obfuscation
from a Private Equity round.Who are EP Wealth Advisors's competitors? Alternatives and possible competitors to EP Wealth Advisors may include Financial Design Group, Anchor Bay Capital, and  Arbor Trust Wealth Advisors.How much funding has EP Wealth Advisors raised to date? EP Wealth Advisors has raised
obfuscation
.
Who We Are
What We Do
Helpful Links
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