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Wednesday, October 28, 2026 · Today’s edition, 6:30 a.m. ETWed, Oct 28 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
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Ryan Parker

EP Wealth Advisors · Reported Oct 19
In network coverage since September 1, 2026 · 3 stories
Network coverage
Moves

&Partners adds $323M Oklahoma practice; EP Wealth hires Denver advisor

Stonemere Wealth, founded by Brian Geist, is the 131st practice to join &Partners, which reports $65 billion in assets.
Moves · Sep 22EP Wealth puts acquisition integration on the CFO's desk
Real estate debt · Sep 1Blue Light bets $62.5M on tenant pipeline
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