RIA · Independent channel
Opes
Opes Wealth Management
Acquired by EP Wealth Advisors · June 2026
Menlo Park, California RIA acquired by EP Wealth Advisors in 2026 (SEC CRD 299704).
- Website
- epwealth.com
Acquired by EP Wealth Advisors in 2026; the firm's site is now its buyer's.
- Regulator record
- OPES WEALTH MANAGEMENT, LLC (SEC)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$900M
Reported practice assets · 1 of 1 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
01
1
Arrivals 0
Teams joining Opes in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 1
Teams leaving Opes in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Jun 30 | Acquisition | Opes Wealth ManagementMenlo Park, CA | EP Wealth AdvisorsRIA | $900M | Wealth Management |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.