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Deals & Moves: EP Wealth, Waverly Acquire Half-Billion Dollar RIAs

Summary by wealthmanagement.com
Acquisitions were also announced by Mission Wealth and Cary Street Partners, and long-time Northwestern Mutual advisor shifts to private client group Socium Advisors.
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Deals & Moves: EP Wealth, Waverly Acquire Half-Billion Dollar RIAs

Acquisitions were also announced by Mission Wealth and Cary Street Partners, and long-time Northwestern Mutual advisor shifts to private client group Socium Advisors.

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wealthmanagement.com broke the news in on Friday, April 4, 2025.
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