EP Wealth Advisors Acquires Parker Advisory Group
February 6, 2024
EP Wealth Advisors, a Torrance-based registered investment adviser backed by Berkshire Partners, has acquired Parker Advisory Group, LLC and welcomed founder Chad Parker and associate Mandie Yates into its St. George, Utah office. The deal adds over $188 million in AUM to EP Wealth and expands the firm's presence in the Utah/Nevada region; financial terms were not disclosed.
- Buyers
- EP Wealth Advisors, LLC
- Targets
- Parker Advisory Group, LLC
- Industry
- Financial Services
- Location
- Utah, United States
- Transaction Type
- Buyout
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