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EP Wealth Advisors buys $400 million Donnelly Wealth Advisors – InvestmentNews

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InvestmentNews
EP Wealth Advisors buys $400 million Donnelly Wealth Advisors
InvestmentNews
EP Wealth Advisors, an RIA firm now managing $3.6 billion in assets and headquartered in Torrance, Calif., has acquired Donnelly Wealth Advisors of San …

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