EP Wealth Advisors Acquires Gather Financial Planning and Riley Private Client

EP Wealth Advisors Acquires Sloan Investment Management (Dallas)

July 1, 2024

Financial Services

EP Wealth Advisors has acquired Dallas-based Sloan Investment Management, adding roughly $700 million of AUM to EP Wealth's Dallas footprint. The deal expands EP Wealth's presence in the Dallas market and brings Sloan's advisers and support staff into EP Wealth's platform; financial terms were not disclosed.

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 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 Executive Wealth Management

January 7, 2025

Wealth Management

EP Wealth Advisors has acquired Executive Wealth Management, adding approximately $1.6 billion in AUM and establishing EP Wealth's first offices in Michigan. The transaction, finalized in December 2024, brings nearly 50 EWM team members into EP Wealth and increases the firm's total AUM to over $31 billion.

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 CornerCap Investment Counsel

September 17, 2024

Wealth Management

EP Wealth Advisors, a PE-backed fee-only registered investment adviser, has partnered with Atlanta-based CornerCap Investment Counsel, adding nearly $1.1 billion in AUM and establishing a Southeast hub for EP Wealth. CornerCap's leadership and research capabilities (including its Fundametrics system) will join EP Wealth's national platform, with several CornerCap team members transitioning into regional roles at EP Wealth.