EP Wealth Advisors Acquires Opes Wealth Management
June 30, 2026
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.
- Buyers
- EP Wealth Advisors
- Targets
- Opes Wealth Management
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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