EP Wealth Advisors made one of its largest acquisitions ever, buying Executive Wealth Management, a registered investment advisor with $1.6 billion in assets under management. The deal boosts EP ...

RFG Advisory LLC decreased its holdings in shares of Alerian MLP ETF (NYSEARCA:AMLP – Free Report) by 16.3% during the 4th ...

Exchange Traded Concepts LLC increased its holdings in Vanguard Intermediate-Term Bond ETF (NYSEARCA:BIV – Free Report) by ...

The partnership is EP Wealth’s largest in the Midwest, bringing new talent and resources to the firm EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser ...

EP Wealth Advisors, a Torrance, Calif.-based registered investment advisor, has acquired Executive Wealth Management, a Michigan-based RIA with about $1.6 billion in assets under management.

EP Wealth Advisors has expanded its footprint in the US with the acquisition of Michigan-based Executive Wealth Management (EWM). Financial and legal details of the transaction were not revealed.

TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with a growing national footprint, has announced the ...