EP Wealth Adds Ex-LPL Firm Ballou Plum to Form $2.3B Fee-Only RIA

Financial Planning

Jan 20

Written By Eva Selig

Eva Selig

In a deal made in Schwab land, a $1 billion Boulder RIA buys smaller rival but takes the bolder name of its quarry

Two RIA M&A firms merge -- sort of -- when they're not competing head-to-head