Active RIA acquirer EP Wealth Advisors announced that it has acquired LongView Asset Management, a Santa Fe, N.M. firm overseeing more than $390 million in assets under management. In a news release, ...

EP Wealth Advisors, an acquisitive Torrance, Calif.-based registered investment advisor with $36 billion in assets under management as of June 2025, has issued a $400 million seven-year term loan and ...

California-based EP Wealth Advisors announced that it has closed on a second East Coast acquisition, and its first in Pennsylvania. The addition of Warren Financial Services & Associates, in the ...

EP Wealth Advisors, a fee-only RIA and financial planning firm overseeing more than $36 billion in assets, has acquired Better Money Decisions, a Santa Fe, N.M., firm with about $370 million assets ...

EP Wealth Advisors has strengthened its leadership as it taps a seasoned RIA leader as its next chief of operations. The Torrance, California-based RIA has announced Jorge Bernal as its new chief ...

EP Wealth Advisors, the PE-backed RIA acquirer, has simultaneously debuted in a new market and crossed a key AUM milestone via a landmark partnership. On Tuesday, the Torrance, California-based firm ...