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