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Monday, October 5, 2026The Morning Brief →Sign in
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EP Wealth Advisors

TORRANCE, CA
CRD: 111147
In PWD coverage since September 2, 2026 · 6 stories
$45.1BRegulatory AUMSEC Form ADV · Oct 3
618EmployeesForm ADV
Regulatory AUM · Sep 5 – Oct 3
PWD coverage
The Close

Advisors start retirement cash-flow work years before a business sale

Small business owners with a financial professional expect to retire at 63, seven years earlier than those without one, an Equitable and SCORE Association study finds.
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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