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RIA Roundup: Sunshine Private Wealth Joins Steward from Hightower

Steward adds 1st team to IAR-only channel, Allworth Names New CEO, and other news from WEG, EP Wealth, Kestra PWS, Gaddis Premier Wealth Advisors and Pitcairn.

United statesNew yorkGrove pointLos angelesCity ofUnited kingdomOklahoma cityStone pointJohn bunchAndrew busserJeff gonyoRaymond jamesPat mcclainEdward jonesJ matthew mccarteHarry kirsch

EP Wealth Advisors® Strengthens Presence in California and Arizona Through Two New Acquisitions of Foothills Financial Planning & Wealth Management, LLC and Marble Capital

EP Wealth Advisors® Strengthens Presence in California and Arizona Through Two New Acquisitions of Foothills Financial Planning & Wealth Management, LLC and Marble Capital
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United statesNew hampshireSan francisco baySouth carolinaPatrick goshtigianDerek holmanKevin oreillyRyan parkerBrian parkerHarry kirschEp wealth advisors llcLlc ep wealthFoothills financial planning wealth managementStrengthens presenceArizona through two new acquisitionsFoothills financial planning