Ep Wealth Advisors

Ep Wealth Advisors

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21515 Hawthorne Blvd Suite 1200

Torrance, CA 90503

310-543-4559

epwealth.com

No. advisers: 99

AUM: $4,390,000,000

In the News

California-based RIA acquires $200 million RIA

August 21, 2019 - EP Wealth Advisors, a Torrance, Calif.-based registered investment adviser that manages almost $4.4 billion in assets, has acquired Personal Financial Consultants, an RIA in Lafayette, Calif., which managed $200 million in assets. [More:‚Äč RIA rundown...

EP Wealth acquires Pathlight Investors

July 10, 2019 - EP Wealth Advisors, a Torrance, Calif.-based RIA managing approximately $4.4 billion in assets, has acquired Phoenix, Ariz.-based Pathlight Investors, which manages $283 million in assets. Pathlight, founded in 2009, is led by its co-founders, Patsy Nodilo,...

EP Wealth Advisors buys $400 million Donnelly Wealth Advisors

June 4, 2018 - EP Wealth Advisors, an RIA firm now managing $3.6 billion in assets and headquartered in Torrance, Calif., has acquired Donnelly Wealth Advisors of San Diego, which manages $400 million. (More: RIA mergers and acquisitions set another record in 2017)...

    Notes
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