About EP Wealth Advisors
EP Wealth Advisors is a Financial Services company based in San Luis Obispo (United States) founded in 1987, and was acquired by MUFG Union Bank in November 2007. Wealth management and financial advisory services are provided to clients. It operates on a Professional Services model. EP Wealth Advisors offers products and services including Financial Planning, Investment Management, Retirement Planning, and Estate Planning. Its focus areas include Financials, Wealth Management and Financial Planning. Its competitors include Fidelity Investments, Morgan Stanley and Northwestern Mutual; 1 of its 3 listed competitors has raised funding.
Company details
EP Wealth Advisors is focused on delivering personalized financial planning and investment management solutions. Services are provided across various sectors including family office services, retirement planning, estate planning, and tax planning. Clients are supported through a fee-only, fiduciary approach ensuring objective advice. The firm operates over 46 offices across the United States, catering to individuals, families, and businesses. Comprehensive resources and expertise are made available to help clients achieve their financial goals.
- Headquarters San Luis Obispo, United States
- Stage Acquired
- SectorsFinancial Services
- Website rewacker.com
- Social LinkedIn Facebook YouTube
- Acquired by MUFG Union Bank (Nov 2007)
- Legal Name Ep Wealth Advisors
- Investors
- Acquired byMUFG Union Bank
(Nov 2007)
Products & Services of EP Wealth Advisors
EP Wealth Advisors offers a comprehensive portfolio of products and services, including Financial Planning, Investment Management, Retirement Planning, and Estate Planning.
Comprehensive financial planning is provided for personal goals.
Investment portfolios are managed for optimal asset growth.
Retirement strategies are crafted for long-term financial security.
Estate plans are developed to secure asset distribution.
Apps and channels of EP Wealth Advisors
its YouTube channel EP Wealth Advisors has 495 subscribers and 30 videos.
Videos from EP Wealth Advisors
The most watched videos on EP Wealth Advisors's YouTube channel, EP Wealth Advisors (495 subscribers). Click a video to play it here.
More on EP Wealth Advisors.
Investors in EP Wealth Advisors
EP Wealth Advisors has secured backing from 1 investor, including institutional investors. Prominent investors backing the company include MUFG Union Bank.
| Investor | Description | Founded Year | Domain | Location |
|---|---|---|---|---|
Commercial banking services are provided to businesses and individuals. | 1864 | unionbank.com | New York, 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.
Timeline of EP Wealth Advisors
2 dated milestones of EP Wealth Advisors across 20 years, from founding to its latest funding, stage changes and deals.
- Founded EP Wealth Advisors is founded.
- Exit Acquired by MUFG Union Bank.
Competitors of EP Wealth Advisors
EP Wealth Advisors has 3 listed competitors in our database, 1 of them funded. They include Fidelity Investments, Morgan Stanley and Northwestern Mutual.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| fidelity.com | 1946 | Boston, United States | $517.99M | 24,000 | Provider of brokerage accounts, retirement planning, wealth management, and trading platforms | |
| morganstanley.com | 1935 | New York, United States | 49 | Wealth management, investment advisory, and financial services are provided. | ||
| northwesternmutual.com | 1857 | Milwaukee, United States | 6,661 | Northwestern Mutual is engaged in financial planning and insurance 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
Websites that share an audience with EP Wealth Advisors (rewacker.com).
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 |
|---|---|---|---|---|---|
dstortz.com | dstortz.com | 100% | #9,826,739 | – | |
stonebr.com | stonebr.com | 100% | – | ||
proxyvoting.com | proxyvoting.com | 99% | – | ||
proxypush.com | proxypush.com | 99% | #319,292 | – | |
| forestinvest.com | 98% | 2.4K | #6,300,058 | View details |
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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Frequently Asked Questions about EP Wealth Advisors
EP Wealth Advisors was founded in 1987.
EP Wealth Advisors is headquartered in San Luis Obispo, United States. It is registered at San Luis Obispo, California, United States.
EP Wealth Advisors is focused on delivering personalized financial planning and investment management solutions. Services are provided across various sectors including family office services, retirement planning, estate planning, and tax planning. Clients are supported through a fee-only, fiduciary approach ensuring objective advice. The firm operates over 46 offices across the United States, catering to individuals, families, and businesses. Comprehensive resources and expertise are made available to help clients achieve their financial goals.
EP Wealth Advisors's top competitors include Fidelity Investments, Northwestern Mutual and Morgan Stanley.
EP Wealth Advisors offers Financial Planning, Investment Management, Retirement Planning, and Estate Planning.
EP Wealth Advisors has 1 investor. Key investors include MUFG Union Bank.
EP Wealth Advisors operates through Ep Wealth Advisors.
Yes. EP Wealth Advisors was acquired by MUFG Union Bank in November 2007.