EP Wealth Advisors Acquires Kirkland Advisory Team
December 28, 2021
EP Wealth Advisors, an RIA based in Torrance, California, acquired a Kirkland, Washington-based advisory team led by Todd Flynn and John Buller (four advisors and three staff), expanding EP Wealth’s presence in the Puget Sound to five Washington locations. The deal closed Dec. 28, 2021, and added more than $482 million in assets under management; financial terms were not disclosed.
- Buyers
- EP Wealth Advisors, LLC
- Targets
- Kirkland advisory team (Todd Flynn and John Buller)
- Industry
- Financial Services
- Location
- Washington, United States
- Transaction Type
- Addon
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