EP Wealth Advisors
EP Wealth Advisors takes over Guidant Wealth Advisors
EP Wealth Advisors, a California-based RIA, has extended its presence to the greater Chicago region by buying Guidant Wealth Advisors.…
EP Wealth Advisors expands California presence with new purchase
California-based EP Wealth Advisors has acquired local peer Personal Financial Consultants. The deal, whose value was not revealed, adds over…
EP Wealth Advisors continues buying spree with Pathlight Investors deal
US-based EP Wealth Advisors has expanded its national presence with the purchase of Pathlight Investors for an undisclosed sum. Headquartered…
EP Wealth Advisors buys Conlon Dart Wealth Management
California-based EP Wealth Advisors has purchased Seattle-based peer Conlon Dart Wealth Management for an undisclosed sum. The deal adds more…
EP Wealth Advisors acquires wealth manager Caves & Associates
California-based EP Wealth Advisors has acquired Caves & Associates, a local financial planning and wealth management firm with $191m in…
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EP Wealth Advisors snaps up Donnelly Wealth Advisors
EP Wealth Advisors, a California-based independent registered investment adviser, has acquired local peer Donnelly Wealth Advisors (DWA) for an undisclosed…
EP Wealth Advisors appoints new CEO
California-based investment advisor EP Wealth Advisors, which specialises in client-centric financial planning and investment management services, has named Patrick Goshtigian…
EP Wealth Advisors snaps up Millie Capital Management
EP Wealth Advisors, an independent registered investment advisor that specialises in client-centric financial planning and investment management services, has acquired…