EP Wealth Advisors Acquires Mindful Money

EP Wealth Advisors Acquires Opes Wealth Management

June 30, 2026

Financial Services

EP Wealth Advisors announced a partnership/acquisition of Opes Wealth Management, a Menlo Park, California-based wealth management firm with more than $900 million in assets under management. The deal adds the Opes team (eight members) to EP Wealth and is intended to expand EP Wealth’s Northern California presence and integrated, planning-first advisory capabilities.

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 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.

EP Wealth Advisors Acquires Minot Wealth Management

September 27, 2022

Financial Services

EP Wealth Advisors, a Berkshire Partners-backed registered investment adviser based in Torrance, California, acquired Westwood, Massachusetts-based Minot Wealth Management, a fee-only RIA with approximately $1.1 billion AUM. The deal establishes EP Wealth's East Coast presence and brings Minot's leadership and staff into EP as part of the firm's ongoing national expansion (closed Sept. 23, 2022).

EP Wealth Advisors Acquires NewFocus Financial Group

January 19, 2021

Financial Services

EP Wealth Advisors, a Torrance, California-based registered investment adviser, has acquired NewFocus Financial Group, a wealth management firm headquartered in Vancouver, Washington. The acquisition expands EP Wealth's footprint into Greater Vancouver, Washington, adds financial planning capabilities and investor-education assets, and closed on January 15, 2021.