EP Wealth Advisors Acquires AlphaMark Advisors
April 19, 2025
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.
- Buyers
- EP Wealth Advisors, LLC
- Targets
- AlphaMark Advisors, LLC
- Platforms
- EP Wealth Advisors, LLC
- Industry
- Financial Services
- Location
- Kentucky, United States
- Transaction Type
- Addon
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