EP Wealth Advisors Acquires Rappaport Reiches Capital Management
July 26, 2025
EP Wealth Advisors has entered a strategic partnership to bring Chicago-based Rappaport Reiches Capital Management (RRCM) into its platform, adding over $1.2 billion in assets under management and 15 team members. RRCM founders Shari Greco Reiches and David Rappaport will become partners and regional directors at EP Wealth as the firm deepens its Chicago presence and expands its planning-led capabilities.
- Buyers
- EP Wealth Advisors
- Targets
- Rappaport Reiches Capital Management
- Sellers
- Rappaport Reiches Capital Management, Shari Greco Reiches, David Rappaport
- Industry
- Wealth Management
- Location
- Illinois, United States
- Transaction Type
- Buyout
Explore More
Related Acquisitions
-
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.
-
Wealth Enhancement Group Acquires M&R Capital Management, Inc.
November 7, 2024
Financial Services
Wealth Enhancement Group has acquired M&R Capital Management, an independent RIA based in Summit, New Jersey that manages over $536 million in client assets. The three-advisor team (plus three support staff) will join Wealth Enhancement Group to access its centralized services and expand the firm's presence in New Jersey.
-
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.
-
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 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.
Track M&A activity that matters to you
Get real-time deal alerts, build buyer lists with AI, and access our full acquisition database. Start your free trial today.