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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
ria

EP Wealth Advisors

TORRANCE, CA
Hiring · 34 open roles →
CRD: 111147
In network coverage since September 2, 2026 · 14 stories
$45.1BRegulatory AUMSEC Form ADV · Oct 24
618EmployeesForm ADV
+1Talent net · 12 months1 in · 0 out
Regulatory AUM · Sep 5 – Oct 24
Observed recruiting events · 12 monthsOn the wire →
Net +1 · 1 incoming events · 0 outgoing events
Arrivals
Seth Michael Davis
Sep 20 · from Curi Capital
Departures
None tracked.
Network coverage
Succession & selling a firm

Multi-owner firms with $100M–$1B in assets draw 48% higher multiple

An FP Transitions author writing in Wealth Solutions Report asks owners whether growth reached margins and whether the firm could run without them.
Practice management · Oct 22EP Wealth's Brian Parker says organic growth drives firm value, not deal metrics
The Close · Oct 22EP Wealth's Brian Parker says organic growth, not dealmaking, sets wealth managers' value
Succession & selling a firm · Oct 21SEC adds advisors involved in RIA mergers to fiscal 2026 exam priority list
Moves · Oct 19&Partners adds $323M Oklahoma practice; EP Wealth hires Denver advisor
The Close · Oct 19HB Wealth and EP Wealth dealmakers say cost of capital, not midterms, moves valuations
Succession & selling a firm · 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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