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EP Wealth Advisors

EP Wealth Advisors Market Share Analysis for November 2025

Fee only financial advisors who manage your financial plan, integrate your taxes and estate, and create a custom portfolio that aligns with your goals.

Finance > Investing

Domainepwealth.com

Year Founded1999

Employees201 - 500

Annual Revenue$25M - $50M

EP Wealth Advisors

EP Wealth Advisors (including company regionals)

epwealth.com

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EP Wealth Advisors Revenue up to November 2025 is 25M - 50M

revenue generated by EP Wealth Advisors top domains

EP Wealth Advisors top domains revenue over 3 years

Revenue for EP Wealth Advisors top domains

epwealth.com25M - 50M

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Total visits to EP Wealth Advisors's top domains

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Total visits last 3 months

Subsidiaries Breakdown

epwealth.com24K

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Avg. visit duration in EP Wealth Advisors's top domains

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Average visit duration last 3 months

Subsidiaries Breakdown

epwealth.com00:01:03

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Avg. pageviews on EP Wealth Advisors's top domains

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Average page views last 3 months

Subsidiaries Breakdown

epwealth.com2.30

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EP Wealth Advisors top competitors by domain

Top similar sites in November 2025, ranked by their affinity

carystreetpartners.comCompany NameCary Street PartnersEmployees51 - 200HQUnited States, Virginia, RichmondAnnual revenue$25M - $50MTotal visits5KFinance > Investing

Top technologies used by EP Wealth Advisors

These are the website technologies, by industry, used by EP Wealth Advisors top domains

Conversion & Analytics (10)

Google Analytics

Advertising (9)

DoubleClick

Social (5)

Instagram

Widget (5)

Twemoji

More Technologies

14

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News & Signals from EP Wealth Advisors

With Similarweb Sales signals alerts, you’ll receive daily updates of recognized buying signals whenever new opportunities or threats arise in your target audience.

NewsEP Wealth Advisors, LLC acquired NBS Financial Services, Inc. on Apr 1st '25.In April this year, EP Wealth Advisors strengthened its regional footprint with the purchase of NBS Financial Services for an undisclosed sum.

NewsAres Management invests into EP Wealth Advisors, LLC in growth capital.The investment from Ares will provide additional growth capital and strategic support for EP Wealth to advance several key corporate goals, including a deeper investment in talent acquisition, technology, client-facing offerings and services, and a greater ability to pursue M&A partnerships.