Riley Private Client, a Southlake wealth management firm, is now EP Wealth Advisors after the company was acquired in a transaction Nov. 4, according to a news release.
This will be the third location in Texas for the Torrance, California-based company. The other two locations are in Dallas.
The backstory
Riley Private Client has been run by Doug Jones since 2022 after the passing of founder Billy Riley, who was a Colleyville resident. Jones will take the role of vice president and advisor in the merger, according to the release.
