EP Wealth Advisors Acquires Warren Financial Services & Associates

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.

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 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 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 Lehman & DeRafelo Financial Resources

April 5, 2023

Financial Services

EP Wealth Advisors, a Torrance, California–based independent RIA backed by Berkshire Partners, has acquired Media, Pennsylvania–based Lehman & DeRafelo Financial Resources, LLC. The deal adds four advisors and two support staff to EP Wealth, expands its Philadelphia-region presence and is expected to add more than $1 billion to EP Wealth's AUM, strengthening its East Coast footprint and alternative-investment capabilities.

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.