EP Wealth Advisors Acquires Executive Wealth Management

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 Minot Wealth Management

September 27, 2022

Financial Services

EP Wealth Advisors, a Berkshire Partners-backed registered investment adviser based in Torrance, California, acquired Westwood, Massachusetts-based Minot Wealth Management, a fee-only RIA with approximately $1.1 billion AUM. The deal establishes EP Wealth's East Coast presence and brings Minot's leadership and staff into EP as part of the firm's ongoing national expansion (closed Sept. 23, 2022).

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 Wacker Wealth Partners

April 2, 2024

Financial Services

EP Wealth Advisors has acquired Wacker Wealth Partners, a San Luis Obispo, California-based registered investment adviser, adding nearly $1.2 billion in assets under management and 22 team members to EP's platform. The Wacker leadership team will join EP in regional roles to expand the firm's presence on California's Central Coast; financial terms were not disclosed.

EP Wealth Advisors Acquires AlphaMark Advisors

April 19, 2025

Financial Services

EP Wealth Advisors has acquired AlphaMark Advisors, a Fort Wright, Kentucky-based registered investment adviser, in a transaction that closed April 11, 2025. The deal adds roughly $385 million in AUM (reported by multiple sources) and expands EP Wealth’s Midwest footprint into northern Kentucky and the Greater Cincinnati area; Houlihan Lokey acted as exclusive financial advisor to AlphaMark.