EP Wealth Acquires $200 Million Bay Area RIA
August 23, 2019
EP Wealth Advisors Acquires Rampart Wealth Advisors
October 11, 2018
EP Wealth Acquires Another California-Based RIA
September 17, 2018
EP Wealth Advisors Acquires $400 Million RIA
June 5, 2018
EP Wealth Names Patrick Goshtigian as CEO
May 9, 2018
EP Wealth Advisors Acquires $240 Million RIA
February 15, 2018