About EP Wealth Advisors
EP Wealth Advisors is a company based in Lafayette (United States) founded in 2007. EP Wealth Advisors has completed 34 acquisitions, including Ballou Plum, Better Money Decisions and Capital Insight Partners. EP Wealth Advisors offers products and services including Financial Planning, Retirement Planning, Investment Management, Estate Planning, and Tax Planning. EP Wealth Advisors operates in a competitive market with competitors including Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.
- Headquarter Lafayette, United States
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Sectors
Financial Services
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Email
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Phone
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Website
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Social
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Annual Revenue
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Net Profit
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EBITDA
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Latest Funding Round
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Investors
Ares Management
& 1 more
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Employee Count
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Investments & Acquisitions
Ballou Plum
& 33 more
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Products & Services of EP Wealth Advisors
EP Wealth Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Retirement Planning, Investment Management, Estate Planning, and Tax Planning.
Offers personalized strategies for financial goals
Assists with IRA and 401(k) account management
Manages portfolios and capital gains strategies
Provides trusts and wills for asset transfer
Delivers tax loss harvesting and optimization advice
Supports debt analysis and succession planning
People of EP Wealth Advisors
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Funding Insights of EP Wealth Advisors
Investors in EP Wealth Advisors
EP Wealth Advisors has secured backing from 2 investors, including venture fund investors. Prominent investors backing the company include Ares Management and Wealth Partners Capital Group.
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Alternative asset investment management firm
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Investor details for EP Wealth Advisors
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Investments & Acquisitions by EP Wealth Advisors
EP Wealth Advisors has strategically engaged in corporate development activities, having acquired 34 companies. Notable acquisitions include Ballou Plum, Better Money Decisions and Capital Insight Partners.
Investment portfolio details for EP Wealth Advisors
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- Portfolio identities
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Investment management and financial planning services are provided to clients.
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Wealth management, tax planning, and investment advisory services are provided.
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Complete acquisition details for EP Wealth Advisors
Transaction dates, acquired stakes, disclosed values, domains, and locations require an active premium plan.
- Transaction dates
- Acquired stakes
- Disclosed values
- Domains and locations
Verified entity values are shown only after access is granted.
Financial Statements - EP Wealth Advisors
Detailed financials for EP Wealth Advisors
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Ep Wealth Advisors Comparisons
Peer comparison for EP Wealth Advisors
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Competitors of EP Wealth Advisors
EP Wealth Advisors operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Focus Financial Partners, Alera Group, Wintrust, Creative Planning and Choice, among others.
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Business consulting services are provided to banks and lending institutions.
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HR, insurance, and liability services are provided by Alera Group.
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Bank offering diversified financial services
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Provider of wealth management services
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A full-service stockbroker offering diverse investment options in India.
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M&A advisory, capital markets, and wealth management services are offered.
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Detailed competitors of EP Wealth Advisors
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Latest news on Ep Wealth Advisors
Complete news archive for EP Wealth Advisors
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- Full article archive
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Frequently Asked Questions about EP Wealth Advisors
EP Wealth Advisors was founded in 2007 and raised its 1st funding round 10 years after it was founded.
EP Wealth Advisors is headquartered in Lafayette, United States. It is registered at Lafayette, Louisiana, United States.
EP Wealth Advisors was founded in 2007 and is headquartered in Lafayette, United States. The firm operates within the financial services sector, focusing on wealth management for individuals and businesses. Services include investment planning, retirement strategies, estate planning, and risk assessment. Operations are conducted primarily in the U.S., with an emphasis on tailored financial solutions based on client needs and market conditions.
EP Wealth Advisors's top competitors include Focus Financial Partners, Alera Group and Raymond James.
EP Wealth Advisors offers Financial Planning, Retirement Planning, Investment Management, Estate Planning, and 2 more products and services.
EP Wealth Advisors has made 34 acquisitions, including Ballou Plum, Better Money Decisions, and Capital Insight Partners.
EP Wealth Advisors has 2 investors. Key investors include Ares Management, and Wealth Partners Capital Group.