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#36 by ARRCalifornia, USepwealth.com ↗

EP Wealth Advisors

ARR
$1.9B revenue (est.)
as of Oct 2026
Employees
405
as of Oct 2026
Valuation
—
latest round
ARR / employee
$5M
revenue efficiency

Investors · 3

LeadAres ManagementVenture capital
InvestorBerkshire PartnersVenture capital
InvestorWealth Partners Capital GroupVenture capital
Partner contacts for these firms are being added.

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