EP Wealth Advisors Acquires NewFocus Financial Group

EP Wealth Advisors Acquires Klein Financial Advisors, Inc.

January 26, 2022

Financial Services

EP Wealth Advisors, an independent RIA based in Torrance, California, has acquired Newport Beach-based Klein Financial Advisors, expanding EP Wealth's presence in the Greater Los Angeles area. The deal closed on January 21, 2022, will add more than $118 million in AUM, and Klein founder Lauren Klein will join EP Wealth as Vice President – Senior Wealth Advisor.

EP Wealth Advisors Acquires Vantage Advisors, LLC

April 29, 2022

Financial Services

EP Wealth Advisors, a Torrance, California-based registered investment adviser, has acquired St. George, Utah-based Vantage Advisors, LLC, marking EP Wealth's first office in southern Utah. The deal adds Vantage's financial planning and tax-preparation capabilities and increases EP Wealth's AUM by $349 million; financial terms were not disclosed.

EP Wealth Advisors Acquires The Insight Group and Financial Insight Center

September 30, 2020

Wealth Management

EP Wealth Advisors, a Torrance, California-based RIA, acquired The Insight Group, Inc. and Financial Insight Center, LLC—two Utah-based wealth management firms—in a deal that closed Sept. 30, 2020. The acquisition expands EP Wealth's geographic footprint into Utah and increases its assets under management by more than $1 billion; founding owners of Insight will join EP Wealth's leadership team.

EP Wealth Advisors Acquires Peninsula Wealth, LLC

April 4, 2025

Wealth Management

EP Wealth Advisors has acquired Peninsula Wealth, LLC, adding a San Francisco office and the Peninsula team to its national RIA platform. The deal adds substantial AUM (press releases report more than $660 million; Houlihan Lokey cited over $900 million) and closed on March 31, 2025, with Peninsula founder Rahul Shah joining EP Wealth as Regional Director.

EP Wealth Advisors Acquires Warren Financial Services & Associates

November 29, 2022

Wealth Management

EP Wealth Advisors, a PE-backed independent registered investment adviser, has acquired Warren Financial Services & Associates, a Philadelphia-area wealth advisory firm. The deal closed Nov. 29, 2022, adds roughly $274 million in AUM and brings the Warren team (founder Randall Warren plus four advisors and four support staff) into EP Wealth's platform as part of its continued geographic expansion on the East Coast.

EP Wealth Advisors Acquires Harris Financial Advisors

November 13, 2020

Financial Services

EP Wealth Advisors, a Torrance-based independent registered investment adviser, has acquired Harris Financial Advisors, Inc., a Torrance wealth management firm led by founder Mary Harris. The deal expands EP Wealth's presence in the South Bay (Torrance and Palos Verdes Peninsula), adds roughly $490 million in AUM and about 390 clients, and brings the Harris Financial team into EP Wealth; financial terms were not disclosed.