EP Wealth Advisors Acquires LongView Asset Management
February 6, 2026
EP Wealth Advisors has partnered with and acquired LongView Asset Management, a Santa Fe-based RIA, adding more than $390 million in AUM and expanding EP Wealth's presence in New Mexico. LongView founder David Cantor and seven team members will join EP Wealth, and the move is intended to broaden the firm's planning and advisory capabilities for LongView's clients.
- Buyers
- EP Wealth Advisors
- Targets
- LongView Asset Management
- Industry
- Wealth Management
- Location
- New Mexico, United States
- Transaction Type
- Buyout
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