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EP Wealth Buys Atlanta RIA With $1.1B AUM

Booth & Company

Sep 17, 20241 min read

Updated: Dec 2, 2024

EP Wealth Advisors today announced that it has acquired CornerCap Investment Counsel LLC, an Atlanta-based firm with nearly $1.1 billion in assets under management.

It is the fourth acquisition this year and the 33rd overall for Torrance, Calif.-based EP Wealth since taking a minority investment from Wealth Partners Capital Group (WPCG) in July 2017.

Read More...

https://www.fa-mag.com/news/ep-wealth-expands-in-the-southeast-with-purchase-of--1-1b-atlanta-ria-79558.html?section=126

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