EP Wealth Advisors Acquires Clearview Wealth Advisors
December 17, 2025
EP Wealth Advisors has acquired Clearview Wealth Advisors, adding nearly $218 million in assets under management and bringing the father-and-son Clearview team into EP Wealth's Phoenix region. The Clearview advisors will integrate into EP Wealth's Phoenix advisory group to access expanded planning, tax and investment resources; financial terms were not disclosed.
- Buyers
- EP Wealth Advisors
- Targets
- Clearview Wealth Advisors
- Platforms
- EP Wealth Advisors
- Industry
- Wealth Management
- Location
- Arizona, United States
- Transaction Type
- Addon
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