RIA · Independent channel
Thompson Wealth Management
Acquired by EP Wealth Advisors · March 2026
Phoenix advisory firm founded in 2010 serving federal employees, acquired by EP Wealth Advisors.
- Website
- epwealth.com
Acquired by EP Wealth Advisors in 2026; the firm's site is now its buyer's.
- Regulator record
- HARBOUR INVESTMENTS, INC. (FINRA)
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
$300M
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 Thompson Wealth Management in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 1
Teams leaving Thompson Wealth Management in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Feb 27 | Acquisition | Thompson Wealth ManagementPhoenix, AZ | EP Wealth AdvisorsRIA | $300M | Wealth Management |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.