RIA · Independent channel
EP Wealth Advisors
Includes the history of Opes (acquired June 2026) · Thompson Wealth Management (acquired March 2026) · LongView Asset Management (acquired February 2026) · Capital Insight Partners (acquired January 2026)
Registered investment adviser providing investment management and financial, tax and estate planning.
- Website
- epwealth.com
- Regulator record
- EP WEALTH ADVISORS (SEC)
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Arrivals came from
Origin firms, by number of teams
Arrivals 5
Teams joining EP Wealth Advisors in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 14 | Lateral | Seth DavisDenver, CO | Curi CapitalRIA | Undisclosed | Press Release |
| Jun 30 | Acquisition | Opes Wealth ManagementMenlo Park, CA | OpesRIAacquired by EP Wealth Advisors, Jun 2026 | $900M | Wealth Management |
| Feb 27 | Acquisition | Thompson Wealth ManagementPhoenix, AZ | Thompson Wealth ManagementRIAacquired by EP Wealth Advisors, Mar 2026 | $300M | Wealth Management |
| Feb 6 | Acquisition | LongView Asset ManagementSanta Fe, NM | LongView Asset ManagementRIAacquired by EP Wealth Advisors, Feb 2026 | $390M | Wealth Management |
| Jan 6 | Acquisition | Capital Insight PartnersScottsdale, AZ | Capital Insight PartnersRIAacquired by EP Wealth Advisors, Jan 2026 | $730M | Press Release |
Departures 0
Teams leaving EP Wealth Advisors in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.