EP Wealth Advisors Acquires Rappaport Reiches Capital Management
July 26, 2025
EP Wealth Advisors has entered a strategic partnership to bring Chicago-based Rappaport Reiches Capital Management (RRCM) into its platform, adding over $1.2 billion in assets under management and 15 team members. RRCM founders Shari Greco Reiches and David Rappaport will become partners and regional directors at EP Wealth as the firm deepens its Chicago presence and expands its planning-led capabilities.
- Buyers
- EP Wealth Advisors
- Targets
- Rappaport Reiches Capital Management
- Sellers
- Rappaport Reiches Capital Management, Shari Greco Reiches, David Rappaport
- Industry
- Wealth Management
- Location
- Illinois, United States
- Transaction Type
- Buyout
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