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EP Wealth Advisors overview

Industry
Investment Management
Revenue
Headquarters
Employees
231
Founded in
Website
Organization type
Private
Social media
EP Wealth Advisors, LLC is a fee-only registered investment advisory and financial planning firm based in Los Angeles, California.
Based in California, EP Wealth Advisors is a small finance company with only 231 employees and an annual revenue of $71.0M.

EP Wealth Advisors's mission statement

To simplify your financial life. Bringing them all together through a team that understands the big picture can significantly simplify your life. We've built our peace of mind planning model to serve as a comprehensive approach to managing all of your financial needs.

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The team at EP Wealth Advisors

  • The founders of EP Wealth Advisors are Brian E. Parker and Derek Holman.
  • The key people at EP Wealth Advisors are Brian E. Parker and Derek Holman.
Key people
Brian E. Parker
Derek Holman

EP Wealth Advisors rankings

EP Wealth Advisors is ranked #4 on the Best Finance companies to work for in Torrance, CA list. Zippia's Best Places to Work lists provide unbiased, data-based evaluations of companies. Rankings are based on government and proprietary data on salaries, company financial health, and employee diversity.

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EP Wealth Advisors financial performance

9.8
Performance score

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EP Wealth Advisors FAQs

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Zippia gives an in-depth look into the details of EP Wealth Advisors, including salaries, political affiliations, employee data, and more, in order to inform job seekers about EP Wealth Advisors. The employee data is based on information from people who have self-reported their past or current employments at EP Wealth Advisors. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by EP Wealth Advisors. The data presented on this page does not represent the view of EP Wealth Advisors and its employees or that of Zippia.

EP Wealth Advisors may also be known as or be related to EP Wealth Advisors and Ep Wealth Advisors.