EP Wealth Advisors acquires $349 million RIA firm
The acquisition of Vantage Advisors, a St. George, Utah-based firm, expands EP Wealth’s existing footprint in Utah to three locations.
EP Wealth Advisors said it acquired Vantage Advisors, a St. George, Utah-based independent registered investment advisory firm that will add $349 million in assets under management at EP Wealth.
Financial terms weren’t disclosed.
Vantage Advisors specializes in holistic financial planning an
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