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RIA Roundup: Savant Acquires $3.3B Capital Directions

Savant announces largest acquisition in its history, Snowden Adds 13th office, DayMark, Focus, Mariner, EP and Exencial all add AUM.

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EP Wealth Advisors® Increases Presence in New England Through Partnership with Massachusetts-Based Resolute Financial, LLC

EP Wealth Advisors® Increases Presence in New England Through Partnership with Massachusetts-Based Resolute Financial, LLC
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Cribstone Capital scooped up in California firm's acquisitions spree

The acquisition is expected to grow the regional market through enhanced technology and resources of the larger national firm.

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EP Wealth Advisors Acquires Warren Financial Services & Associates

EP Wealth closes on second East Coast location, one month after the first.

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EP Wealth Advisors Acquires Minot Wealth Management

$1 billion AUM acquisition establishes presence on the East Coast, marks significant milestone in EP’s national expansion.

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