EP Wealth Advisors Acquires The Holben Group (Denver)

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 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 Homewood Capital Management

August 31, 2021

Financial Services

EP Wealth Advisors, a fee-only registered investment adviser based in Torrance, California, has acquired Homewood Capital Management, expanding its presence in the Greater San Francisco area to include Danville. The entire Homewood team will join EP Wealth, and the acquisition adds more than $120 million in assets under management.

EP Wealth Advisors Acquires Sloan Investment Management (Dallas)

July 1, 2024

Financial Services

EP Wealth Advisors has acquired Dallas-based Sloan Investment Management, adding roughly $700 million of AUM to EP Wealth's Dallas footprint. The deal expands EP Wealth's presence in the Dallas market and brings Sloan's advisers and support staff into EP Wealth's platform; financial terms were not disclosed.

EP Wealth Advisors Acquires Warren Financial Services & Associates

November 29, 2022

Wealth Management

EP Wealth Advisors, a PE-backed independent registered investment adviser, has acquired Warren Financial Services & Associates, a Philadelphia-area wealth advisory firm. The deal closed Nov. 29, 2022, adds roughly $274 million in AUM and brings the Warren team (founder Randall Warren plus four advisors and four support staff) into EP Wealth's platform as part of its continued geographic expansion on the East Coast.

EP Wealth Advisors Acquires Lehman & DeRafelo Financial Resources

April 5, 2023

Financial Services

EP Wealth Advisors, a Torrance, California–based independent RIA backed by Berkshire Partners, has acquired Media, Pennsylvania–based Lehman & DeRafelo Financial Resources, LLC. The deal adds four advisors and two support staff to EP Wealth, expands its Philadelphia-region presence and is expected to add more than $1 billion to EP Wealth's AUM, strengthening its East Coast footprint and alternative-investment capabilities.