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  1. $2B RIA and $300M firm team up in CaliforniaRead the original story w/Photo

    Jan 21, 2016 | InvestmentNews

    EP Wealth Advisors , a fee-only financial advisory firm based in Torrance, Calif., with $2 billion in assets under management, has merged with Ballou Plum Wealth Advisors, a San Francisco-based firm with $300 million in AUM. The merger announced Wednesday is part of a five-year plan for EP Wealth Advisors, which has offices in San Francisco, West Los Angeles, Irvine, Calif.

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