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 (EPWA) is a fiduciary financial planning and investment management firm in Torrance. The company manages more than $42 billion in client assets as of December 31, 2025. Over 600 ...

Clearview team sought added support and capabilities for the clients they serve across the West Coast EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment advisor (RIA), today ...

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 fee-only registered investment advisor (RIA), today announced its partnership with Thompson Wealth Management (“Thompson”). This new addition brings over $300 ...

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 onboards a former Kestra leader as new chief product and tech officer, while IAA welcomes and LPL alum to lead growth from the top. EP Wealth and Independent Advisor Alliance have ...

EP Wealth Advisors has acquired Rappaport Reiches Capital Management (RRCM), a Chicago-based firm with $1.2 billion in assets under management. Founded in 2005 by Shari Greco Reiches and David ...

Bradford Bosley, a Poway, Calif-based client of E.P. Wealth filed the suit on behalf of all clients that might have been affected by the breach.

EP Wealth Advisors has acquired Capital Insight Partners (CIP), a wealth management firm headquartered in Scottsdale, Arizona. CIP manages assets exceeding $730m. Financial terms of the deal were not ...

Modern Wealth Management has pushed past $7.5 billion in assets under management two years after launch with the acquisition of Chicago-based OFM Wealth. According to its most recent Form ADV, OFM is ...

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 ...