About EP Wealth Advisors
EP Wealth Advisors is a Financial Services company based in Lafayette (United States) founded in 2007. Wealth management and financial advisory services are provided to clients. EP Wealth Advisors has completed 35 acquisitions, including Ballou Plum, Better Money Decisions and Capital Insight Partners. Its website epwealth.com draws about 18 thousand monthly visits. EP Wealth Advisors offers products and services including Financial Planning, Retirement Planning, Investment Management, Estate Planning, and Tax Planning. Its focus areas include Asset Management and Wealth Management. Its competitors include Focus Financial Partners, Alera Group and Wintrust; 2 of its 3 listed competitors have raised funding.
Company details
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.
- Headquarters Lafayette, United States
- SectorsFinancial Services
- Email••••••••
- Phone•••• ••••
- Website epwealth.com
- Social LinkedIn X Facebook YouTube
- InvestorsAres Management
& 1 more
- Investments & AcquisitionsBallou Plum
& 34 more
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
Apps and channels of EP Wealth Advisors
its YouTube channel EP Wealth Advisors has 497 subscribers and 30 videos.
Videos from EP Wealth Advisors
The most watched videos on EP Wealth Advisors's YouTube channel, EP Wealth Advisors (497 subscribers). Click a video to play it here.
More on EP Wealth Advisors.
Funding Insights of EP Wealth Advisors
- Total Rounds 2
- Investors Count 2
All 2 funding rounds of EP Wealth Advisors with amounts and investors; the two latest post-money valuations are shown, the rest are part of the premium plan.
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Oct 2025 | Seed | – | – | ||
| Jul 2017 | Seed | – | Wealth Partners Capital Group | – |
2 investors in total: 2 institutional.
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.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
| wealthpcg.com | ||||
Alternative asset investment management firm | 1997 | aresmgmt.com | Los Angeles, United States |
Investor details for EP Wealth Advisors
The complete investor list, round-by-round participation and investor portfolios require an active premium plan.
- Complete investor list
- Round participation
- Investor portfolios
- Co-investor network
Verified entity values are shown only after access is granted.
People of EP Wealth Advisors
116 people are tracked at EP Wealth Advisors (80 in leadership, 36 in team).
| Name | Role | Group |
|---|---|---|
James Nevers | Partner | Leadership |
Dallin Cutler | Cfp® | Vice President/partner | Leadership |
Adam N. Phillips Cfa, Caia, Cfp® | Managing Director, Investments | Leadership |
Cpa/Pfs Brooke Wadsworth | Vice President | Leadership |
Brian Parker | Managing Director | Leadership |
Cfp® Derek Holman Aif® | Managing Director | Leadership |
Cfp® Dan Federman | Vice President | Leadership |
Matthew Crow | Managing Director Of Wealth Advisory/partner At EP Wealth Advisors | Leadership |
Cfp® Brady Jardine | Senior Vice President/ Partner - EP Wealth Advisors | Leadership |
Cfp® Jaron Gardiner Chsnc® | Vice President At EP Wealth Advisors | Leadership |
Jim Mocci | Managing Director, Head Of Marketing | Leadership |
Richard Tarroza | Head Trader | Leadership |
Jordan Sisson | VP Advisor | Leadership |
Bronwyn Shone | Vice President | Leadership |
Cfp® Garrett Carter Msba | Associate Director Of Partnership Integration | Leadership |
Margaret Jarocki | Managing Director, Partnership Integration | Leadership |
Paul Salisbury | Regional Director / Partner | Leadership |
David W. Tate | Vice President | Leadership |
Chad Burton | Regional Director/partner | Leadership |
Brian H. Wilde | Vice President/fee Only Wealth Advisor | Leadership |
96 more people are available in the full profile.
Complete people profiles for EP Wealth Advisors
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by EP Wealth Advisors
EP Wealth Advisors has strategically engaged in corporate development activities, having acquired 35 companies. Notable acquisitions include Ballou Plum, Better Money Decisions and Capital Insight Partners.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Provides investment management, financial planning, real estate analysis, and tax strategies services. | opeswealth.com | 0 | Jul 2026 | •••• | ||
Provides financial planning and ESG-focused investment services for individuals and institutions. | longviewasset.com | 0 | Feb 2026 | •••• | ||
Provides investment management, financial planning, and retirement services for affluent clients. | cipinvest.com | Scottsdale, United States | 2008 | Jan 2026 | •••• | |
An online platform for wealth management and financial planning for individuals and families. | bettermoneydecisions.com | Santa Fe, United States | 2015 | Aug 2025 | •••• | |
Wealth management and advisory services are provided to clients. | theholbengroup.com | Denver, United States | 2006 | Mar 2025 | •••• | |
Financial advisory services are provided to support client financial decisions. | criterionadv.com | 2018 | Feb 2025 | •••• | ||
Personalized financial planning and investment strategies are provided by EP Wealth Advisors. | ewmadvisors.com | Brighton, United States | 1981 | Jan 2025 | •••• | |
Investment management and financial planning services are provided to clients. | rileyprivateclient.com | United States | 2020 | Nov 2024 | •••• | |
Financial planning and advisory services are provided to clients. | gatherfinancialplanning.com | Falmouth, United States | 2012 | Nov 2024 | •••• | |
Financial planning and investment consulting services are provided to clients. | sloanim.com | Dallas, United States | 2007 | Jul 2024 | •••• |
Complete acquisition details for EP Wealth Advisors
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of EP Wealth Advisors
13 dated milestones of EP Wealth Advisors across 19 years, from founding to its latest funding, stage changes and deals.
- Founded EP Wealth Advisors is founded.
- Funding First funding round.
- Acquisition Acquires Sloan Investment Management.
- Acquisition Acquires Riley Private Client.
- Acquisition Acquires Gather Financial Planning.
- Acquisition Acquires EP Wealth Advisors.
- Acquisition Acquires Criterion Capital Advisors.
- Acquisition Acquires The Holben Group, LLC.
- Acquisition Acquires Better Money Decisions.
- Funding Latest funding round, Seed,.
- Acquisition Acquires Capital Insight Partners.
- Acquisition Acquires LongView Asset.
- Acquisition Acquires Opes Advisors Wealth Management.
Competitors of EP Wealth Advisors
EP Wealth Advisors has 3 listed competitors in our database, 2 of them funded. They include Focus Financial Partners, Alera Group and Wintrust.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| focusfinancialpartners.com | 2004 | New York, United States | $332.68M | Business consulting services are provided to banks and lending institutions. | ||
| aleragroup.com | 1995 | Deerfield, United States | $250M | HR, insurance, and liability services are provided by Alera Group. | ||
| wintrust.com | 1991 | Rosemont, United States | 10,463 | Bank offering diversified financial services |
Detailed competitors of EP Wealth Advisors
The full competitor set, operating metrics and side-by-side benchmarks require an active premium plan.
- Full competitor set
- Operating metrics
- Benchmarks
- Competitive positioning
Verified entity values are shown only after access is granted.
Web traffic of EP Wealth Advisors
The website of EP Wealth Advisors (epwealth.com) receives about 17.7K visits a month.
- Monthly visits17.7K
▼ 8.8% vs previous month
Websites whose visitors overlap most with EP Wealth Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| gwadvisors.net | 100% | View details | |||
| carystreetpartners.com | 99% | 5.9K | #3,069,121 | View details | |
| fortpittcapital.com | 99% | #1,547,038 | View details | ||
| tciwealth.com | 97% | #1,319,783 | View details | ||
| commonwealth.com | 96% | 189.6K | #151,013 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 40 similar websites and full traffic analytics for EP Wealth Advisors
The complete similar-websites list, audience overlap and engagement analytics require an active premium plan.
- 40 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Asset Management
3 companies that operate in the same segment as EP Wealth Advisors (Asset Management) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | 1946 | Boston, Massachusetts, United States | USD 517.99 M | |||
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Mutual life insurance company | 1851 | Springfield, United States | 10,466 |
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Related news about Ep Wealth Advisors
Complete news archive for EP Wealth Advisors
Full article history, source details, and older brand coverage require an active premium plan.
- Full article archive
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- Brand-specific news history
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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 Wintrust.
EP Wealth Advisors offers Financial Planning, Retirement Planning, Investment Management, Estate Planning, and 2 more products and services.
EP Wealth Advisors has made 35 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.