EP Wealth Advisors has acquired Rappaport Reiches Capital Management (RRCM), a Chicago-based firm with $1.2 billion in assets under management. Founded in 2005 by Shari Greco Reiches and David ...
EP Wealth Advisors, an acquisitive Torrance, Calif.-based registered investment advisor, has pulled in its seventh acquisition of 2025 with a Chicago-based RIA co-led by a woman and with a ...