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EP Wealth is a California-based financial consulting firm that provides services such as retirement planning and investment management for individuals... Read more
OverviewCompetitorsAcquisitionsNews & Insights
EP Wealth is a California-based financial consulting firm that provides services such as retirement planning and investment management for individuals... Read more
EP Wealth Advisors CEO: Ryan Parker

CEO

Ryan Parker

CEO Approval Rating

88/100

1999

Private

Banking, Financial Services and Insurance
Asset & Investment Management
61996282 NAICS listing

Est. Annual Revenue
$25-100M
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Est. Employees
250-500
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Acquisitions
36

News

Partnership
Apr 19, 2025
Pulse2.0
EP Wealth: $385 Million AlphaMark Advisors Team Onboarded
Acquisition
Apr 16, 2025
StreetInsider
EP Wealth Advisors acquired AlphaMark Advisors for undisclosed amount

EP Wealth Advisors Competitors

1Bordeaux Wealth Advisors
2Pacific Wealth Management
3HCR Wealth Advisors
4TC Wealth Partners
5The Pinnacle Group
6Cooper/Haims
7Segall Bryant Hamill LLC
8BGWA
9Ed Rempel & Associates
10Channel Islands Group
Unlock 14 + competitors

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