Scottsdale, Ariz.-based Capital Insight Partners kickstarts a year that EP Wealth’s M&A head said should set a new dealmaking ...

Carson’s first full-office purchase of the year and EP’s latest Southwest partnership spotlight their continuing ...

Torrance-based EP Wealth Advisors acquires Clearview Wealth Advisors, adding $218M in AUM and expanding its Phoenix footprint ...

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

A Scottsdale wealth management firm with more than $730 million in assets under management is joining forces with a ...

EP Wealth Advisors ("EP Wealth"), a leading fee-only registered investment advisor (RIA), today announced its partnership ...

TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors (“EP Wealth”), a leading independent registered investment adviser (“RIA”) with an expanding national presence and client base, today announced ...

The press release today said nine members of the CIP team will join EP Wealth, bringing deep experience across its private wealth management and retirement plan services. In addition, Susan ...

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 ...

Mercer Advisors and EP Wealth have officially fired their opening shots in their 2025 organic growth strategy. On Tuesday, Mercer Global Advisors announced that it has acquired Financial Partners ...

Based in Manhattan Beach, Calif., Caves & Associates is an independent RIA firm specializing in financial planning and wealth management. The firm was founded by Preston S. Caves MBA, CFA, in 1983 to ...