Tag: Patrick Goshtigian
EP Wealth Advisors Expands to East Coast with Acquisition of $1.1...
EP Wealth Advisors LLC, an independent registered investment adviser, has acquired Massachusetts-based Minot Wealth Management LLC, a fee-only RIA with approximately $1.1 billion in...
EP Wealth Acquires $200 Million Bay Area RIA
EP Wealth Advisors LLC, an independent registered investment adviser with $5.3 billion in assets under management, has purchased Personal Financial Consultants Inc., a $200...
EP Wealth Advisors Expands to Phoenix with Latest RIA Acquisition
EP Wealth Advisors LLC, an independent registered investment adviser with more than $4.9 billion in assets under managment, has acquired Pathlight Investors LLC, which...
EP Wealth Advisors Acquires Rampart Wealth Advisors
EP Wealth Advisors LLC, an independent registered investment adviser, has acquired Rampart Wealth Advisors, a $118 million firm based outside of Denver in Greenwood...
EP Wealth Acquires Another California-Based RIA
EP Wealth Advisors LLC, an independent registered investment adviser, has acquired Caves & Associates Inc., a $191 million RIA based in Manhattan Beach, California....
EP Wealth Advisors Acquires $400 Million RIA
EP Wealth Advisors LLC, an independent registered investment advisor that specializes in client-centric financial planning and investment management services, has acquired Donnelly Wealth Advisors...
EP Wealth Names New CFO, Promotes Head of Advisor Development
EP Wealth Advisors LLC, an independent registered investment advisor, has hired Chad Sinclair as its chief financial officer and has elevated the responsibilities of...
EP Wealth Names Patrick Goshtigian as CEO
EP Wealth Advisors LLC, a fee-only registered investment advisory and financial planning firm, has appointed Patrick Goshtigian to serve as its chief executive officer,...
EP Wealth Advisors Acquires $240 Million RIA
EP Wealth Advisors LLC, an independent registered investment advisor and financial planning firm based in Torrance, California, has acquired Millie Capital Management LLC which...
