Articles from EP Wealth Advisors

EP Wealth Advisors (“EP Wealth”),a leading fee-only registered investment advisor (RIA), announced a strategic partnership with Santa Fe, New Mexico-based Better Money Decisions, LLC (“BMD”). The partnership brings approximately $370 million in assets under management (AUM) and builds on EP Wealth’s presence in the Southwest.

EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment advisor (RIA), has announced a strategic partnership with Chicago-based Rappaport Reiches Capital Management (“RRCM”), strengthening its presence in the Midwest. The addition brings over $1.2 billion in assets under management (AUM) to EP Wealth’s existing Chicago operations.

EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment advisor (RIA), has announced a strategic partnership with Buffington Mohr McNeal (“BMM”), a long-standing RIA firm in Boise, Idaho. This new partnership strengthens EP Wealth’s presence in the Intermountain West, adding nearly $900 million in assets under management (AUM).

EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with a growing national footprint, has announced the acquisition of Executive Wealth Management, LLC (“EWM”), in Michigan. This partnership establishes EP Wealth’s first offices in Michigan and strengthens the firm’s presence in the Midwest while adding approximately $1.6 billion in assets under management (AUM) and bringing EP’s total AUM to over $31 billion. The partnership was finalized in December 2024 and was the last of EP’s all-time high seven integrations in the past year.

EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with an expanding national footprint and client base, has announced the acquisition of Gather Financial Planning (“Gather Financial”) in Maine and Riley Private Client, LLC in Texas. These new firms, which join existing EP regions, will gain access to EP Wealth’s expansive offerings and growth strategies while adding over $240 million to EP Wealth’s assets under management (“AUM”).

EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with an expanding national footprint and client base, has announced the acquisition of CornerCap Investment Counsel, LLC (“CornerCap”), based in Atlanta, Georgia. The partnership adds nearly $1.1B to EP Wealth’s assets under management (“AUM”).

EP Wealth Advisors, a leading independent registered investment adviser (“RIA”) with an expanding national presence and client base, has added Joe Palumbo and Adam Fein as Senior Vice Presidents. Palumbo and Fein share a focus on serving the unique needs of professional athletes, coaches, collegiate athletes with Name/Image/Likeness deals and high-net-worth individuals. They’ll become a part of EP’s San Diego region, with strong affiliation to the firm’s Utah-based offices in connection with their client roster.

EP Wealth Advisors, a leading independent registered investment adviser (“RIA”) with an expanding national presence and client base, has acquired Wacker Wealth Partners, LLC (“Wacker”). The partnership with the San Luis Obispo, California-based firm expands EP’s presence in California to the state’s Central Coast and adds nearly $1.2B in assets under management.

EP Wealth Advisors, a leading independent registered investment adviser (“RIA”), with an expanding national presence and client base, has announced the addition of former Acrisure VP Mergers and Acquisitions Kyle Miller as Managing Director, Mergers and Acquisitions. The appointment marks the first executive-level M&A hire for the firm, which has executed more than 30 integrations since 2017 in concert with minority investor Wealth Partners Capital Group (WPCG). EP, Miller and WPCG will work together as the firm continues its strategic acquisition approach.

EP Wealth Advisors®, LLC (“EP Wealth”), a leading independent registered investment adviser (“RIA”) on a mission to provide clients with personalized service through integrated financial planning, investment management and tax and estate planning, has partnered with Arizona-based Foothills Financial Planning & Wealth Management, LLC (“Foothills”) and California-based Marble Capital (“Marble”). By joining EP Wealth, both firms benefit from EP Wealth’s comprehensive suite of services, including financial and retirement planning, as well as EP Wealth’s investment management and research capabilities.

EP Wealth Advisors, a leading independent registered investment adviser (“RIA”) with an expanding national client base, has announced the transition of their CEO role from Patrick Goshtigian – who will become Executive Chairman – to current-President Ryan Parker. The transition, which will take place July 1, 2023, will continue EP’s focus on providing superior client service through a growing roster of top advisors with best-in-class services and offerings.