EP Wealth Advisors

EP Wealth Adds $900M Opes Wealth Team in Northern California Push
EP Wealth Advisors has acquired Opes Wealth Management, a Menlo Park-based firm managing more than ...Read more
EP Wealth Extends Buying Spree with Arizona RIA Acquisition
EP Wealth Advisors has acquired Thompson Wealth Management, adding more than $300 mi...Read more
EP Wealth Purchases $390M RIA in New Mexico
EP Wealth Advisors has acquired a New Mexico-based registered investment adviso...Read more
EP Wealth Acquires Arizona Wealth Manager with $730M AUM
EP Wealth Advisors has acquired Capital Insight Partners, LLC (CIP), a Scottsdale, Arizon...Read more
EP Wealth Buys $218M RIA in Arizona
EP Wealth Advisors has picked up an Arizona-based registered investment advisor firm that over...Read more
Ares Management Purchases Minority Stake in EP Wealth
Torrance, CA-based EP Wealth Advisors has agreed to sell a minority stake to asset manager Ares Man...Read more
EP Wealth Expands Southwest Presence with $370M Better Money Decisions Partnership
EP Wealth Advisors announced a strategic partnership with Better Money Decisions, LLC (BMD), a Sant...Read more
EP Wealth Adds $1.2B in AUM with RRCM Acquisition
EP Wealth Advisors has announced a strategic partnership with Chicago-based Rappaport Reiches Capit...Read more
EP Wealth Enters Idaho with $900M Buffington Mohr McNeal Acquisition
EP Wealth Advisors, a Torrance, California-based registered investment advisor, has acquired Buffin...Read more