EP Wealth Advisors
EP Wealth Advisors is a fee-only registered investment adviser delivering financial planning, investment management, tax, and estate services to high-net-worth individuals, federal employees, professional athletes, and business owners through 60+ offices across 23 states with approximately $44.1B in AUM.
- Company typePrivate
- Founded2004
- HeadquartersTorrance, United States
- Headcount251–500
- GTM typeB2C
- OfferingServices
What EP Wealth Advisors does
EP Wealth Advisors, LLC is a fee-only registered investment adviser founded in 2004 and headquartered in Torrance, California. The firm delivers comprehensive wealth management services — financial planning, investment management, retirement planning, estate planning, tax planning, divorce financial planning, business planning, and family office services — through dedicated Wealth Teams of CFP professionals, estate planners, tax professionals, and portfolio managers. It requires a $500,000 minimum account size and serves high-net-worth individuals and families, federal employees, professional athletes, and business owners across 60+ offices in 23 U.S. states, with approximately $44.1B in assets under management as of 03/31/26 (up from roughly $20B at end of 2023).
The firm's business model is asset-based fee billing on a quarterly cadence, supplemented by fixed financial-planning fees and a limited wrap-fee program that bundles advisory, transaction, custodial, and administrative costs. The core technology stack consists of a proprietary financial-planning software for scenario modeling (retirement and divorce use cases) layered on standard advisor productivity platforms (eMoney, Tamarac); no proprietary AI/ML capabilities are disclosed. Growth is driven by a hybrid organic-plus-inorganic GTM: direct advisor relationships in local markets, an active financial-advisor recruiting program, and an aggressive M&A roll-up that has executed 33+ acquisitions since 2017.
EP Wealth is PE-backed, with Ares Management's Private Equity funds taking a significant minority stake in September 2025 alongside existing minority partner Berkshire Partners; a $500M credit facility was arranged in August 2024. The firm is led by co-founders Brian Parker and Derek Holman and has professionalized its C-suite with appointments including a Chief People Officer and Chief Operating Officer. The stated strategic objective is to scale toward $100B AUM, supported by a pipeline of regional advisor acquisitions and the deployment of growth capital into technology and talent.
EP Wealth Advisors firmographics
Firmographics- Name
- EP Wealth Advisors
- Legal name
- EP Wealth Advisors, LLC
- Website
- https://epwealth.com
- Company type
- Private
- Founded year
- 2004
- Operating status
- Operating
- Headcount range
- 251–500 employees
- Short description
- EP Wealth Advisors is a fee-only registered investment adviser delivering financial planning, investment management, tax, and estate services to high-net-worth individuals, federal employees, professional athletes, and business owners through 60+ offices across 23 states with approximately $44.1B in AUM.
- Ownership category
- akta.pro rank
EP Wealth Advisors industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Tax-Focused Wealth Management RIAs (FSAAACAD)
Keywords
Where EP Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Torrance
- HQ country
- United States
- HQ region
- North America
Offices65 records
Markets served
EP Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Fees: Asset-based fees charged for portfolio management services, billed quarterly either in advance or arrears based on market value of assets under management.
- Financial Planning Fees: Fees for financial planning and consulting services, charged as fixed fees or combination with asset-based fees.
- Wrap Fee Program: In limited circumstances, EP Wealth offers a wrap fee program where advisory fees include securities transaction fees, custodial costs, administrative fees, and trade-away fees combined into a single asset-based fee.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Quarterly | Standard Advisory - Asset-Based Fee |
| Subscription | Quarterly | Fixed Fee Option |
| Subscription | Quarterly | Wrap Fee Program |
| Subscription | Quarterly | Account Minimum |
Go-to-market motion2 records
Distribution channels3 records
Marketing channels6 records
EP Wealth Advisors product offering
Product offeringCore offering
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm offering comprehensive wealth management services including financial planning, investment management, retirement planning, estate planning, tax planning, divorce financial planning, business planning, and family office services. The firm serves high-net-worth individuals, families, federal employees, professional athletes, and business owners through a dedicated Wealth Team approach led by fiduciary advisors.
Product overview
EP Wealth Advisors operates as a unified wealth management platform offering an integrated suite of services centered on financial planning. The core offering includes Financial Planning, Investment Management, Retirement Planning, Estate Planning, Tax Planning, Divorce Financial Planning, Business Planning, and Family Office Services. These services are coordinated within a single advisory relationship, supported by internal tax professionals and estate planning teams. The firm also offers add-on services including tax preparation and filing, Retirement Plan Advisory Services for ERISA plans, and an EPWA Wrap Fee Program as an alternative fee structure. EP Wealth operates as a fee-only registered investment advisor with discretionary and non-discretionary portfolio management options, serving clients with a minimum account size of $500,000.
Differentiator
Problem solved
Functional benefit
Products and services
- Financial Planning Holistic planning service that brings together cash flow, investments, retirement, and other financial considerations to help clients make informed decisions across different life stages. Targeted at individuals and families seeking integrated financial guidance.
- Investment Management Ongoing portfolio management informed by individual goals, risk considerations, and time horizons, with strategies that may adjust as market conditions and personal circumstances change. Includes discretionary and non-discretionary portfolio management.
- Retirement Planning Support for evaluating retirement goals, income needs, and timing considerations, with strategies that can help align savings, investments, and withdrawal approaches over time. Includes TSP planning for federal employees.
- Estate Planning Coordination-focused planning that helps align financial strategies with estate considerations, beneficiary designations, and legacy goals, in collaboration with other professionals where appropriate. Includes charitable giving, trusts, and wills.
- Tax Planning Financial planning strategies that consider tax implications, including coordination of investment and retirement decisions in ways that may help manage tax exposure over time. Includes tax loss harvesting.
- Divorce Financial Planning
Quantifiable outcome
- 41% CAGR growth for Moore Financial Group after partnering with EP Wealth in 2014
- +2 more outcomes
Companies that use EP Wealth Advisors
Customer profileNamed customers4 records
Segments6 records
Ideal customer profiles5 records
EP Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
EP Wealth Advisors partnerships and signals
Strategic signalPartnerships
17 partnerships are on record, tiered minor.
- Thompson Wealth ManagementminorPhoenix-based firm specializing in serving federal employees, adding over $300M in AUM. Team of six joined EP Wealth's Arizona operations.
- Divergent PlanningminorMaryland-based wealth management firm adding approximately $418M in AUM. Partnership expands EP Wealth's East Coast presence.
- LongView Asset ManagementminorSanta Fe, New Mexico-based RIA managing over $390M in AUM. Founded in 2002, first B Corporation certified financial services company in New Mexico. Founder David Cantor and seven team members joined EP Wealth.
- Capital Insight PartnersminorScottsdale-based wealth management firm managing over $730M in assets. Nine professionals including co-founder Susan Anastasiadis joined EP Wealth's Arizona operations.
- Clearview Wealth AdvisorsminorPlanning-focused firm serving clients in Pacific Northwest and Phoenix metropolitan area, adding nearly $218M in AUM. Father-and-son team of Michael and Corbin Coursey joined EP Wealth's Phoenix region.
- Better Money DecisionsminorAcquired Better Money Decisions, adding approximately $370M in assets. Specializes in divorce and retirement planning.
- Rappaport Reiches Capital ManagementminorChicago-area firm adding $1.2B in AUM. Expanded EP Wealth's presence in the Chicago area.
- Buffington Mohr McNealminorIdaho-based RIA adding $900M in AUM. Deal established EP Wealth's presence in Idaho.
- Peninsula WealthminorSan Francisco-based firm managing over $660M in AUM. Founder Rahul Shah and team joined EP Wealth, expanding Northern California presence.
- AlphaMark AdvisorsminorKentucky/Cincinnati-based firm adding approximately $385M in AUM. Four team members joined EP Wealth. Deal expanded presence into Cincinnati and Ohio.
- NBS Financial ServicesminorSouthern California acquisition expanding EP Wealth's presence in the region.
- The Holben GroupminorDenver-based firm adding approximately $190M in AUM. Expanded EP Wealth's presence in Colorado.
- Criterion Capital AdvisorsminorNashville-based firm adding approximately $500M in AUM. EP Wealth's debut in the Music City market.
- Executive Wealth ManagementminorMichigan-based firm adding approximately $1.6B in AUM. EP Wealth's largest Midwest partnership, establishing first offices in Michigan.
- Gather Financial PlanningminorMaine-based firm adding over $240M in AUM combined with Riley Private Client acquisition. Expanded EP Wealth's New England presence.
- Riley Private ClientminorTexas-based firm adding over $240M in AUM combined with Gather Financial Planning acquisition. Expanded EP Wealth's North Texas presence.
- CornerCap Investment CounselminorAtlanta-based RIA adding nearly $1.1B in AUM. CEO Cannon Carr transitioned to Regional Director. Deal established EP's first major Southeast hub.
Scale indicators24 records
Recent moves7 records
Expansion highlights6 records
EP Wealth Advisors competitors and assessment
Company assessmentDirect peers
- Focus Financial Partners: Focus Financial Partners is the largest US RIA aggregator, partnering with independent wealth management firms under a partnership model. It is the most directly comparable PE-backed consolidator to EP Wealth's strategy of acquiring and retaining advisor brands.
- Creative Planning: Creative Planning is one of the largest independent fee-only RIAs in the US, offering comprehensive wealth management to HNW individuals and families. It is comparable to EP Wealth in fee-only fiduciary positioning and integrated financial planning services, though it has grown more organically.
- Carson Group: Carson Group is a PE-backed financial services firm serving independent advisors and their clients through coaching, technology, and wealth management services. It is comparable to EP Wealth as a fee-based RIA consolidator with significant scale and advisor-centric positioning.
- Wealth Enhancement Group: Wealth Enhancement Group is a PE-backed RIA that has grown substantially through acquisitions of independent wealth management firms. Its business model — fee-only advisory, M&A-driven expansion, and integrated financial planning — closely mirrors EP Wealth's approach.
- Mariner Wealth Advisors: Mariner Wealth Advisors is a PE-backed national RIA that has scaled rapidly through acquisitions and organic growth, offering comprehensive wealth planning to HNW clients. It is comparable to EP Wealth in its fee-only fiduciary model, national footprint strategy, and aggressive acquisition cadence.
- Captrust Financial Advisors: Captrust is a PE-backed RIA focused on investment advisory services to institutions and HNW families. Its national footprint and PE ownership make it comparable to EP Wealth's institutional-style RIA platform serving the HNW segment.
- Mercer Advisors: Mercer Advisors is a national RIA providing comprehensive wealth management to HNW households, with significant scale achieved through acquisitions. Its holistic planning-led approach and PE backing make it directly comparable to EP Wealth's strategy and service model.
Broad incumbents
- LPL Financial: LPL Financial is the largest independent broker-dealer in the US, supporting thousands of advisors with technology, compliance, and wealth management solutions. It is comparable as a broad incumbent serving the independent RIA and advisor market that EP Wealth competes in.
- Edelman Financial Engines: Edelman Financial Engines is a large national RIA providing wealth management and financial planning to mass-affluent and HNW clients. While broader in segment reach, it is comparable to EP Wealth in offering comprehensive planning-led advisory services at scale.
- Cetera Financial Group: Cetera is a large broker-dealer and wealth management platform serving independent advisors and their clients. While broader than EP Wealth, it overlaps in providing financial planning, investment management, and advisor support services to the independent advisor channel.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
EP Wealth Advisors social profiles
Digital presenceEP Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
EP Wealth Advisors leadership team
Management profileNumber of profiles
Profiles13 records
EP Wealth Advisors subsidiaries and ownership
Company hierarchySubsidiaries17 records
EP Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds4 records
Investors3 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
EP Wealth Advisors M&A and investment
M&A and investmentM&A33 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about EP Wealth Advisors
What does EP Wealth Advisors do?
EP Wealth Advisors is a fee-only registered investment advisory and financial planning firm offering comprehensive wealth management services including financial planning, investment management, retirement planning, estate planning, tax planning, divorce financial planning, business planning, and family office services. The firm serves high-net-worth individuals, families, federal employees, professional athletes, and business owners through a dedicated Wealth Team approach led by fiduciary advisors.
Is EP Wealth Advisors a public or private company?
EP Wealth Advisors is a private company. It is classified as private equity controlled and is currently operating.
When was EP Wealth Advisors founded?
EP Wealth Advisors was founded in 2004. It employs 251 to 500 people.
Where is EP Wealth Advisors based?
EP Wealth Advisors is headquartered in Torrance, United States, in the North America region.
How does EP Wealth Advisors make money?
Three revenue lines are on record. Investment Advisory Fees are the primary driver. The others are financial Planning Fees and wrap Fee Program.
Who are EP Wealth Advisors's main competitors?
Direct peers on record are Focus Financial Partners, Creative Planning, Carson Group, Wealth Enhancement Group, Mariner Wealth Advisors, Captrust Financial Advisors and Mercer Advisors. Broad incumbents are LPL Financial, Edelman Financial Engines and Cetera Financial Group.
Does EP Wealth Advisors have an API?
No public API is recorded for EP Wealth Advisors.
What industry is EP Wealth Advisors in?
EP Wealth Advisors's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.