EP Wealth Advisors Acquires Thompson Wealth Management
March 3, 2026
EP Wealth Advisors partnered with Thompson Wealth Management in a deal that adds over $300 million in assets under management (AUM) and expands EP Wealth’s Arizona footprint. Thompson Wealth Management, founded in 2010 and focused on serving federal employees, will join EP Wealth along with its founder and six-person team; financial terms were not disclosed.
- Buyers
- EP Wealth Advisors
- Targets
- Thompson Wealth Management
- Sellers
- Neal Thompson (Founder & CEO) and Thompson Wealth Management team of six (named as joining EP Wealth)
- Platforms
- Industry
- Financial Services
- Location
- Arizona, United States
- Transaction Type
- Buyout
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