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Thursday, October 22, 2026The Morning Brief →Sign in
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Bogart Wealth

MCLEAN, VA
CRD: 283886
In network coverage since August 25, 2026 · 3 stories
$3.2BRegulatory AUMSEC Form ADV · Oct 17
50EmployeesForm ADV
Regulatory AUM · Aug 29 – Oct 17
Network coverage
practice

EP Wealth's Brian Parker says organic growth drives firm value, not deal metrics

On an RIA Edge panel, Snowden Lane's Alison Burkett described growth as every employee's job and tied it to better client service rather than a sales push.
The Close · Oct 22EP Wealth's Brian Parker says organic growth, not dealmaking, sets wealth managers' value
M&A · Aug 25Confluence minority stake is a growth bet
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