Sign Up
Stories
EP Wealth Advisors Expands in Utah
Share
Financial Moves and Proxy Battles
Financial Moves and Recognitions in Busi...
Understanding the U.S. Money Supply and ...
AIA's Singapore Wealth Center Launch
ARGO-HYTOS Group sale to Voith Group
Ameriprise's Record-Breaking Client Asse...
Overview
API
EP Wealth Advisors strengthens its presence in Utah with the acquisition of Parker Advisory Group, adding over $188 million to its assets under management. The acquisition marks EP Wealth's 30th since taking a minority investment from Wealth Partners Capital Group in 2017.
Ask a question
How might the acquisition of Parker Advisory Group impact EP Wealth Advisors' market position and competitive landscape?
In what ways could the acquisition reflect broader trends in the financial services industry?
What strategies could EP Wealth Advisors employ to further expand its presence and assets under management?
Article Frequency
0.2
0.4
0.6
0.8
1.0
Nov 2023
Dec 2023
Jan 2024
Coverage