EP Wealth, an independent RIA, closed on its acquisition of wealth manager International Research & Asset Management, according to an announcement. International Research marks the 11th acquisition for EP Wealth since 2017. It brings $394 million in assets under management.
International Research, a wealth and investment management firm, expands EP Wealth’s footprint into Dallas. Brett Anderson, the CEO and principal of International Research, will join EP Wealth as the regional director. Michael Stillman will remain as lead advisor and Sheri Nelson will continue to serve as the director of client service.
EP Wealth is a fee-only RIA and financial planning firm out of Torrance, Calif. The firm manages $6.7 billion in AUM.