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EP Wealth Advisors - Company Overview, Founder, CEO, Funding & Investment Details

Complete information about EP Wealth Advisors including founder details, CEO information, total funding raised, headquarters location, team size, and recent investment rounds.

EP Wealth Advisors company logo

Independent registered investment adviser specializing in client-centric financial planning.

EP Wealth Advisors is an investment management, financial planning, and wealth advisory firm based in Torrance, California, providing a comprehensive range of services to individuals and businesses.

HeadquartersTorrance, California, United States
Team size200-500
FoundedNA

What is EP Wealth Advisors? - Company Overview & Details

EP Wealth Advisors is EP Wealth Advisors is an investment management, financial planning, and wealth advisory firm based in Torrance, California, providing a comprehensive range of services to individuals and businesses., the company is headquartered in Torrance, California, United States.

Who Founded EP Wealth Advisors?

EP Wealth Advisors was founded by Derek Holman, Brian Parker.

Who are the Key Executives at EP Wealth Advisors? - Leadership Team

EP Wealth Advisors is led by experienced executives in key positions:

Chief Executive Officer (CEO) of EP Wealth Advisors

Ryan ParkerCEO

Chief Technology Officer (CTO) of EP Wealth Advisors

CTO

About Ryan Parker - CEO of EP Wealth Advisors

Ryan Parker serves as the Chief Executive Officer of EP Wealth Advisors, leading the company's strategic vision and operations.

EP Wealth Advisors Company Details & Key Information

Where is EP Wealth Advisors located?

EP Wealth Advisors is headquartered in Torrance, California, United States.

How many employees does EP Wealth Advisors have?

EP Wealth Advisors has 200-500 employees.

EP Wealth Advisors Official Website

How much funding has EP Wealth Advisors raised?

EP Wealth Advisors has raised $32.6 Billion.

Funding Overview

EP Wealth Advisors manages over $32.6 billion in assets and continues to expand through acquisitions.

$32.6 Billion
Total Funding Raised
0
Funding Rounds
N/A
Latest Round

Who are the key investors in EP Wealth Advisors?

EP Wealth Advisors is backed by 1 key investors including Wealth Partners Capital Group. These investors focus on Wealth management, Investment advising sectors.

EP Wealth Advisors Investor Overview

1
Key Investors
2
Focus Areas
0
Notable Investments

Complete List of EP Wealth Advisors Investors

Wealth Partners Capital Group

A financial services holding company investing in select leading wealth management firms.

Investment Focus
Wealth management
Investment advising

What sectors do EP Wealth Advisors investors focus on?

The investors backing EP Wealth Advisors primarily focus on Wealth management, Investment advising sectors.

Wealth management
Investment advising

Featured Investor: Wealth Partners Capital Group

Wealth Partners Capital Group

A financial services holding company investing in select leading wealth management firms.

Notable Investments:

What are EP Wealth Advisors's future plans?

EP Wealth Advisors Continue expanding through strategic acquisitions and enhance service offerings.

EP Wealth Advisors Strategic Outlook

Strategic Focus
Defined
2
Key Challenges
2
Growth Opportunities

What challenges does EP Wealth Advisors face?

EP Wealth Advisors has identified 2 key challenges that need to be addressed for continued growth and success.

Key Challenges for EP Wealth Advisors

1

Market competition

2

Economic volatility

What opportunities does EP Wealth Advisors have?

EP Wealth Advisors has identified 2 key opportunities for growth and market expansion.

Growth Opportunities for EP Wealth Advisors

1

Expansion into new markets

2

Increasing demand for financial planning services

EP Wealth Advisors Strategic Position Summary

Key Focus Areas

EP Wealth Advisors is addressing 2 strategic challenges to strengthen its market position.

Growth Potential

The company has identified 2 key opportunities for expansion and growth.

What are the latest news about EP Wealth Advisors?

EP Wealth Advisors has 2 recent news updates covering key business developments and market activities.

EP Wealth Advisors News Overview

2
Recent Articles
Active
Media Coverage
2025-04-29
Latest Update

What is EP Wealth Advisors in the news for?

EP Wealth Advisors is currently featured in news for EP Wealth Advisors, LLC hires Geordie Crossan as President on Jan 1st '81. and other significant business developments.

Recent News Articles About EP Wealth Advisors

Article 1
2025-04-29

EP Wealth Advisors, LLC hires Geordie Crossan as President on Jan 1st '81.

EP Wealth Advisors acquires NBS Financial Services to enhance its financial and estate planning expertise.

realestatesmartchoice.com
Read News
Article 2
2025-04-29

EP Wealth Advisors, LLC expands southern California presence with acquisition of NBS Financial Services, Inc.

The acquisition of NBS Financial Services adds over $230 million in AUM to EP Wealth Advisors.

businesswire.com
Read News

EP Wealth Advisors FAQ - Frequently Asked Questions About Founder, CEO, Funding & Company Details

Find answers to the most common questions about EP Wealth Advisors including information about founders, CEO, funding history, investors, headquarters location, and company details. 15 frequently asked questions covering key information about the company.

EP Wealth Advisors Questions & Answers - Company Information

Q1

What is EP Wealth Advisors?

EP Wealth Advisors is an investment management, financial planning, and wealth advisory firm based in Torrance, California, providing a comprehensive range of services to individuals and businesses.

Q2

Who founded EP Wealth Advisors?

EP Wealth Advisors was founded by Derek Holman, Brian Parker.

Q3

Who is the CEO of EP Wealth Advisors?

The CEO of EP Wealth Advisors is Ryan Parker.

Q4

How much funding has EP Wealth Advisors raised?

EP Wealth Advisors has raised a total of $$32.6 Billion.

Q5

Who are the investors in EP Wealth Advisors?

EP Wealth Advisors's key investors include Wealth Partners Capital Group.

Q6

Where is EP Wealth Advisors headquartered?

EP Wealth Advisors is headquartered in Torrance, California, United States.

Q7

How many employees does EP Wealth Advisors have?

EP Wealth Advisors has 200-500 employees.

Q8

What is EP Wealth Advisors's official website?

You can visit EP Wealth Advisors's official website at http://www.epwealth.com.

Q9

Who is founder?

Ryan Parker

Q10

What does the company do?

EP Wealth Advisors is a fee-only registered investment adviser specializing in financial planning and investment management.

Q11

How much funding?

$32.6 Billion

Q12

Who are the investors?

Wealth Partners Capital Group

Q13

What are the challenges?

Market competition Economic volatility

Q14

What are the opportunities?

Expansion into new markets Increasing demand for financial planning services

Q15

Latest news?

EP Wealth Advisors acquires NBS Financial Services to enhance its financial and estate planning expertise. The acquisition of NBS Financial Services adds over $230 million in AUM to EP Wealth Advisors.

More Information About EP Wealth Advisors

For additional details about EP Wealth Advisors, including the latest news, funding updates, and company developments, explore our comprehensive company database. Find information about startup funding, company valuations, executive leadership, and business intelligence data.