EP Wealth Advisors acquires $118 million RIA

EP Wealth Advisors acquires $118 million RIA
Klein Financial Advisors, a Newport Beach, California-based RIA, has a strong emphasis on serving women.
JAN 26, 2022

EP Wealth Advisors, a Torrance, California-based registered investment adviser managing $15 billion, has acquired Klein Financial Advisors Inc., a Newport Beach, California-based RIA managing $118 million.

The Newport Beach-based acquisition expands EP Wealth’s presence in the Greater Los Angeles area.

The firm, founded by Lauren Klein in 2003, has a strong emphasis on serving women.

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