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Monday, October 19, 2026The Morning Brief →Sign in
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EP Wealth Advisors

TORRANCE, CA
CRD: 111147
In network coverage since September 2, 2026 · 10 stories
$45.1BRegulatory AUMSEC Form ADV · Oct 17
618EmployeesForm ADV
Regulatory AUM · Sep 5 – Oct 17
Network coverage
Moves

&Partners adds $323M Oklahoma practice; EP Wealth hires Denver advisor

Stonemere Wealth, founded by Brian Geist, is the 131st practice to join &Partners, which reports $65 billion in assets.
The Close · Oct 19HB Wealth and EP Wealth dealmakers say cost of capital, not midterms, moves valuations
exit · Oct 15Mercer Advisors refinances $1.9 billion in first broadly syndicated loan
M&A · Oct 15Mercer Advisors refinances $1.9B into first syndicated loan
The Close · Oct 1Advisors start retirement cash-flow work years before a business sale
RIA · Sep 24The quality tilt is cheap to buy and hard to hold
Moves · Sep 23The RIA C-suite is being rebuilt around the plan record
The Close · Sep 22The next RIA premium is integration capacity
Moves · Sep 22EP Wealth puts acquisition integration on the CFO's desk
RIA · Sep 2The Bank of Mom and Dad needs a process
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