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EP Wealth scoops $700M Texas practice

The fast-growing RIA boosts its assets in the state past $1B as it welcomes a 23-year planning and investment veteran as its new regional director.

EP Wealth Advisors has expanded its presence in Texas as it picks up a $700 million planning RIA firm.

The fast-growing national firm announced its acquisition of Dallas-based Sloan Investment Management, adding approximately $700 million in AUM to its portfolio.

This acquisition boosts EP Wea

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