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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...