EP Wealth Advisors Acquires Vantage Advisors, LLC

EP Wealth Advisors Acquires Parker Advisory Group

February 6, 2024

Financial Services

EP Wealth Advisors, a Torrance-based registered investment adviser backed by Berkshire Partners, has acquired Parker Advisory Group, LLC and welcomed founder Chad Parker and associate Mandie Yates into its St. George, Utah office. The deal adds over $188 million in AUM to EP Wealth and expands the firm's presence in the Utah/Nevada region; financial terms were not disclosed.

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 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 Clearview Wealth Advisors

December 17, 2025

Wealth Management

EP Wealth Advisors has acquired Clearview Wealth Advisors, adding nearly $218 million in assets under management and bringing the father-and-son Clearview team into EP Wealth's Phoenix region. The Clearview advisors will integrate into EP Wealth's Phoenix advisory group to access expanded planning, tax and investment resources; financial terms were not disclosed.

EP Wealth Advisors Acquires Harris Financial Advisors

November 13, 2020

Financial Services

EP Wealth Advisors, a Torrance-based independent registered investment adviser, has acquired Harris Financial Advisors, Inc., a Torrance wealth management firm led by founder Mary Harris. The deal expands EP Wealth's presence in the South Bay (Torrance and Palos Verdes Peninsula), adds roughly $490 million in AUM and about 390 clients, and brings the Harris Financial team into EP Wealth; financial terms were not disclosed.

EP Wealth Advisors Acquires The Insight Group and Financial Insight Center

September 30, 2020

Wealth Management

EP Wealth Advisors, a Torrance, California-based RIA, acquired The Insight Group, Inc. and Financial Insight Center, LLC—two Utah-based wealth management firms—in a deal that closed Sept. 30, 2020. The acquisition expands EP Wealth's geographic footprint into Utah and increases its assets under management by more than $1 billion; founding owners of Insight will join EP Wealth's leadership team.