EP Wealth Advisors Acquires Capital Insight Partners (Scottsdale team)
January 6, 2026
EP Wealth Advisors, a fee-only registered investment advisor, has partnered with Capital Insight Partners, a Scottsdale-based wealth management firm with over $730 million in AUM, and integrated the CIP advisory team into EP Wealth’s Arizona region. Nine members of the CIP team will join EP Wealth; CIP co-founder Susan Anastasiadis will join EP Wealth as Senior Vice President. Financial terms were not disclosed.
- Buyers
- EP Wealth Advisors, LLC
- Targets
- Capital Insight Partners, LLC
- Platforms
- EP Wealth Advisors, LLC
- Industry
- Financial Services
- Location
- Arizona, United States
- Transaction Type
- Addon
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