EP Wealth Advisors completed the acquisition of Sloan Investment Management for $700m.

EP Wealth Advisors, an investment management, financial planning and wealth advisory firm, completed the acquisition of Sloan Investment Management, an investment management firm, for $700m. "EP Wealth partners with firms that share our commitment to delivering an excellent experience to clients, fostering an environment for our employees to build a career and embracing an entrepreneurial spirit that never rests on our laurels. As we have gotten to know Frank and his team, we are confident that they embody these elements of our culture and are excited to welcome them to our growing, nationwide firm,” Ryan Parker, EP Wealth CEO.