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 ...

EP Wealth Advisors, a fee-only registered investment adviser with more than 50 offices across 17 states, has acquired NBS Financial Services, a Conejo Valley-based financial advisory firm, adding over ...

Established in 2008, CIP provides wealth management services for both private clients and employer-sponsored retirement plans.

EP continues strategic national expansion, fortifying its East Coast presence and bolstering its financial planning-focused staff across the country TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth ...

EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment advisor (RIA), today announced its partnership with Capital Insight Partners, LLC (“CIP”), a Scottsdale, Arizona-based wealth ...

EP Wealth Advisors, an acquisitive Torrance, Calif.-based registered investment advisor, has pulled in its seventh acquisition of 2025 with a Chicago-based RIA co-led by a woman and with a ...

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, ...

Torrance, Calif.-based EP Wealth Advisors has added a $660 million registered investment advisor in its home state with the acquisition of Peninsula Wealth. Peninsula Wealth has been in the Bay Area ...

EP Wealth Advisors has issued a $400 million seven-year term loan and a $100 million five-year revolving credit facility to support its growth plans as the acquisitive California-based RIA ...

TORRANCE, Calif.--(BUSINESS WIRE)-- EP Wealth Advisors (“EP Wealth” or the “Company”), a leading fee-only registered investment advisor (RIA), today announced that Ares Management Private Equity funds ...

The CEO of the acquisitive wealth management firm, which has about $40 billion in assets, discusses how it pursues organic and inorganic growth. EP Wealth Advisors has been growing rapidly and shows ...