Tag: 900M

Asset Allocation

EP Wealth Expands to Boise with $900M RIA Acquisition, Seeks New Capital

04/06/2025
mhsj

EP Wealth, the Torrance, Calif.-based registered investment advisor with over $32.6 billion in client assets, has…

Asset Allocation

Ashton Thomas Recruits $900M SVB Private Team, Expands West Coast Presence

27/05/2025
mhsj

Ashton Thomas Private Wealth, a registered investment advisor acquired by Arax Investment Partners in 2023, has…