Deal Snapshot
EP Wealth Advisors Acquires Providus Advisors to Expand in Phoenix Market
Thursday 06 August 2020

California-based registered investment advisory EP Wealth Advisors, LLC has acquired Arizona-based financial services holding company Providus Advisors, LLC to expand firm's presence in the Phoenix market, the company said.

The acquisition closed July 31, 2020, and will increase EP Wealth's assets under management by more than USD 155m. Financial and legal terms of the deal will not be disclosed. This is EP Wealth's second Phoenix-area acquisition in the last 12 months and the addition enhances the firm's depth.

Date Published: 06/08/2020