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Alts News

EP Wealth Advisors Acquires Rampart Wealth Advisors

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EP Wealth Advisors LLC, an independent registered investment adviser, has acquired Rampart Wealth Advisors, a $118 million firm based outside of Denver in Greenwood...
Alts News

EP Wealth Acquires Another California-Based RIA

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EP Wealth Advisors LLC, an independent registered investment adviser, has acquired Caves & Associates Inc., a $191 million RIA based in Manhattan Beach, California....
Alts News

EP Wealth Advisors Acquires $400 Million RIA

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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...
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