EP Wealth Advisors Overview
Summary
EP Wealth Advisors is a private company that has been in the industry for 21 years. The company currently specializes in the Financial Services, Asset & Investment Management areas. The position of the President & CEO is occupied by Patrick G. Goshtigian. Its headquarters is located at Torrance, California, USA. The number of employees ranges from 100 to 250. The annual revenue of EP Wealth Advisors varies between 25M and 100M. To connect with EP Wealth Advisors employee register on SignalHire.
EP Wealth Advisors industries
Financial Services
Headquarters Location
EP Wealth Advisors Employees Size
200-500 employees
Specialties
Investment Management, Holistic Financial Planning, Wealth Advisory, Retirement Planning, Estate Planning, Tax Planning, Business Planning, Divorce Planning, Asset Allocation, Portfolio Management
SIC Code
6199, 6282
DMA Code
Los Angeles Metropolitan Area
Founded
2004
Estimated Annual Revenue
$25M - 100M
Operating Status
Independent Company
EP Wealth Advisors Competitors
Founded | Type | Employees | Revenue | Funding | |
|---|---|---|---|---|---|
| 2002 | Privately Held | 25 - 100 | 9M | $150K | |
| 2014 | Privately Held | 250 - 500 | 122M | $34.4M | |
| 2015 | Privately Held | 100-200 | < 1M | $4M | |
| 2006 | Privately Held | 25 - 100 | 11.3M | $0 | |
| 2005 | Government Agency | 250 - 500 | 2.9M | $0 | |
| 2015 | Privately Held | 1 - 25 | 52.6M | $0 | |
| 1994 | Partnership | 100 - 250 | 30M | $0 | |
| 1993 | Privately Held | 25 - 100 | 9M | $0 | |
| 1982 | Privately Held | 500 - 1.0K | 93.2M | $0 | |
| 1981 | - | 25 - 100 | 15M | $0 | |
| - | Privately Held | 1-10 | < 1M | $0 | |
| 2004 | Privately Held | 100-200 | - | $- | |
| 1985 | - | 500-1000 | - | $- | |
| - | - | 10000+ | - | $- |
EP Wealth Advisors Employees Turnover 2 quarter 2025
Number of employees switched from or switched to
Current employees switched from
6
4
1
1
2
1
Ex-employees switched to
B
1
B2
B
1
B
1
B
1
B
1
Number of employees by department
