EP Wealth Acquires Parker Advisory Group


March 6, 2024

On February 6, 2024, EP Wealth Advisors, LLC announced that it acquired Parker Advisory Group, LLC.

Under the terms of the terms of the transaction, EP Wealth Advisors, LLC (“EP Wealth”) has acquired Parker Advisory Group, LLC (“Parker Advisory Group”). Parker Advisory Group and its Founder Chad Parker will join EP Wealth. Further terms were not disclosed.

EP Wealth, based in Torrance, California, is a fee-only registered investment advisor and financial planning firm providing financial, tax and estate planning, and investment management services. As of December 31, 2023, EP Wealth had over $21.4 billion in assets under management.

Parker Advisory Group, based in St. George, Utah, is a financial advisor providing financial planning and investment advisory services to clients in the Utah and Nevada regions. Parker Advisory Group has over $188 million in assets under management.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.