EP Wealth Advisors, a Torrance, California-based registered investment adviser managing $15 billion, has acquired Klein Financial Advisors Inc., a Newport Beach, California-based RIA managing $118 million. The Newport Beach-based acquisition expands EP Wealth’s presence in the Greater Los Angeles area. ...

EP Wealth Advisors, a Torrance, California-based registered investment adviser managing $13.3 billion, has acquired Mindful Money, a Berkeley, California-based firm managing $346 million. Jonathan DeYoe founded DeYoe Wealth Management, which did business as Mindful Money, in 2001. He has become ...