Displaying 11 results
EP Wealth scores sports-focused advisors from RBC
The fee-only RIA’s newest advisors in California cater to high-net-worth individuals and athletes at the pro and college levels.
EP Wealth snaps up $1.2B California practice
The RIA's acquisition of Wacker Wealth Partners, its second deal this year, bolsters its presence in the state’s Central Coast region.
RIA industry is slow to ‘capture more clients,’ EP Wealth CEO says
Ryan Parker, who formerly headed Edelman Financial Engines, suggests RIAs should band together to create marketing strategies.
EP Wealth acquires Maine firm managing $347 million
The acquisition of Cribstone Capital Management was EP Wealth's sixth deal of 2022.
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 acquires $118 million RIA
Klein Financial Advisors, a Newport Beach, California-based RIA, has a strong emphasis on serving women.
EP Wealth Advisors acquires Bay Area RIA
Mindful Money in Berkeley, California, managed $346 million
EP Wealth adds $535 million with Harris Financial acquisition
The $9 billion PE-backed acquirer has made 13 deals in three years
EP Wealth acquires Pathlight Investors
The purchase of the Phoenix-based RIA adds $283 million in AUM
EP Wealth Advisors buys $400 million Donnelly Wealth Advisors
Addition of San Diego-based firm brings EP's AUM to $4 billion.
EP Wealth Advisors acquires Millie Capital Management
Acquisition expands Northern California footprint and adds $240M in AUM.
