EP Wealth Advisors has acquired 21 companies, including 17 in the last 5 years.
EP Wealth Advisors has acquired in 10 different US states. The Company’s most targeted sectors include financial services (53%) and business services (48%).
21535 Hawthorne Blvd., Suite 400,
Torrance, California
90503
United States,
(310) 543-4559
www.epwealth.com
| Date | Target |
Value
$mlns |
Transaction Type | Acquirer | Seller |
SRC
Link |
|---|---|---|---|---|---|---|
| 2025-06-04 |
Buffington Mohr McNeal · Business Services
Boise, Idaho · www.bmmria.com Buffington Mohr McNeal provides wealth management advisory services offerings including financial planning, investment management, retirement planning, and estate planning, all tailored to address the diverse financial needs of its clients. Buffington Mohr McNeal is based in Boise, Idaho. |
- | Add-on Acquisition | - |
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