On November 4, 2024, EP Wealth Advisors announced its acquisitions of Gather Financial Planning and Riley Private Client LLC.
EP Wealth Advisors (“EP”) announced, on November 4, 2024, its acquisitions of Gather Financial Planning (“Gather”) and Riley Private Client LLC (“Riley”). Gather co-founder Michael Goldman will join EP as a vice president and advisor, joined by team of five professionals. Riley Managing Director Doug Jones will join EP as a vice president and advisor, joined by a client relationship associate. Further terms of the transactions were not disclosed.
EP, based in Torrance, California, is a fee-only registered investment advisor and financial planning firm backed by private equity firm Berkshire Partners and Wealth Partners Capital Group. As of September 2024, EP had over $28.9 billion in assets under management.
Gather, based in Falmouth, Maine, is a registered investment advisor. As of July 2024, Gather had approximately $148.4 million in regulatory assets under management.
Riley, based in Graham, Texas, is a registered investment advisor. As of June 2024, Riley had approximately $64.9 million in regulatory assets under management.
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