EP Wealth Advisors has expanded its footprint in the US with the acquisition of Michigan-based Executive Wealth Management ...

EP Wealth Advisors made one of its largest acquisitions ever, buying Executive Wealth Management, a registered investment advisor with $1.6 billion in assets under management.

TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) on a mission to provide clients with personalized service through ...

Executive Wealth Management, a Brighton-headquartered wealth advisory firm, was acquired by Torrance, Calif.-headquartered EP Wealth Advisors, the company announced Tuesday. Executive Wealth ...

EP Wealth Advisors, the PE-backed RIA acquirer, has simultaneously debuted in a new market and crossed a key AUM milestone via a landmark partnership. On Tuesday, the Torrance, California-based firm ...

Alternative asset firm Ares Management Private Equity has agreed to take a “significant minority stake” in EP Wealth Advisors, a $40 billion RIA Torrance, Calif. EP Wealth said Los Angeles-based Ares ...

EP Wealth Advisors has announced a new strategic investment from Ares Management, marking the first time the global alternative investment manager has taken a significant minority stake in a US RIA.

TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with a growing national footprint, has announced their partnership with ...

EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment advisor (RIA), has announced a strategic partnership with Buffington Mohr McNeal (“BMM”), a long-standing RIA firm in Boise, ...