EP Wealth adds $535 million with Harris Financial acquisition
The $9 billion PE-backed acquirer has made 13 deals in three years
EP Wealth Advisors is expanding its Torrance, California footprint with the acquisition of local competitor, Harris Financial Advisors.
The deal marks the 13th acquisition by EP Wealth since it sold a minority ownership stake to private equity firm Wealth Partners Capital Group in July 2017.
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