EP Wealth Advisors Acquires Criterion Capital Advisors, LLC

EP Wealth Advisors Acquires CornerCap Investment Counsel

September 17, 2024

Wealth Management

EP Wealth Advisors, a PE-backed fee-only registered investment adviser, has partnered with Atlanta-based CornerCap Investment Counsel, adding nearly $1.1 billion in AUM and establishing a Southeast hub for EP Wealth. CornerCap's leadership and research capabilities (including its Fundametrics system) will join EP Wealth's national platform, with several CornerCap team members transitioning into regional roles at EP Wealth.

EP Wealth Advisors Acquires Coulston Financial Services

April 26, 2022

Financial Services

EP Wealth Advisors, an independent registered investment adviser based in Torrance, California, acquired Coulston Financial Services, a Marin County-based wealth advisory firm, in a deal that closed April 22, 2022. The acquisition expands EP Wealth's presence in the San Francisco Bay Area and adds approximately $75 million in assets under management to EP Wealth's platform.

EP Wealth Advisors Acquires Klein Financial Advisors, Inc.

January 26, 2022

Financial Services

EP Wealth Advisors, an independent RIA based in Torrance, California, has acquired Newport Beach-based Klein Financial Advisors, expanding EP Wealth's presence in the Greater Los Angeles area. The deal closed on January 21, 2022, will add more than $118 million in AUM, and Klein founder Lauren Klein will join EP Wealth as Vice President – Senior Wealth Advisor.

EP Wealth Advisors Acquires Vantage Advisors, LLC

April 29, 2022

Financial Services

EP Wealth Advisors, a Torrance, California-based registered investment adviser, has acquired St. George, Utah-based Vantage Advisors, LLC, marking EP Wealth's first office in southern Utah. The deal adds Vantage's financial planning and tax-preparation capabilities and increases EP Wealth's AUM by $349 million; financial terms were not disclosed.

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.