EP Wealth Advisors Acquires Clearview Wealth Advisors

EP Wealth Advisors Acquires LongView Asset Management

February 6, 2026

Wealth Management

EP Wealth Advisors has partnered with and acquired LongView Asset Management, a Santa Fe-based RIA, adding more than $390 million in AUM and expanding EP Wealth's presence in New Mexico. LongView founder David Cantor and seven team members will join EP Wealth, and the move is intended to broaden the firm's planning and advisory capabilities for LongView's clients.

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 Capital Insight Partners (Scottsdale team)

January 6, 2026

Financial Services

EP Wealth Advisors, a fee-only registered investment advisor, has partnered with Capital Insight Partners, a Scottsdale-based wealth management firm with over $730 million in AUM, and integrated the CIP advisory team into EP Wealth’s Arizona region. Nine members of the CIP team will join EP Wealth; CIP co-founder Susan Anastasiadis will join EP Wealth as Senior Vice President. Financial terms were not disclosed.

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 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.