EP Wealth Advisors
EP Wealth Advisors, Inc. is an employee-owned investment management firm based in Torrance, California, with additional offices in several major cities. Founded in 1985, the firm primarily serves high net worth individuals but also provides services to charitable organizations, trusts, estates, corporations, and pension plans. EP Wealth Advisors offers a comprehensive range of financial services, including investment advisory, financial planning, and wealth management. The firm invests in public equity, fixed income, and alternative markets globally, focusing on various sectors such as staples, energy, financials, healthcare, and real estate. Its fixed income portfolio encompasses investment-grade corporate securities, mortgage-backed securities, and municipal fixed income. Employing a blend of technical and fundamental analysis, the firm develops customized investment strategies to meet clients’ specific goals while managing risk. EP Wealth Advisors emphasizes the use of both in-house and external research to enhance its investment decision-making process.
Top Stages
24 past transactions
NBS Financial Services
Acquisition in 2025
NBS Financial & Insurance Services Inc., operating as NBS Financial Services, Inc., is an employee-owned investment advisory firm based in Westlake Village, California. Founded in 1981, the company specializes in wealth management services, which encompass investment, estate, tax, and retirement planning, as well as insurance services. NBS Financial Services caters to a diverse clientele that includes high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm manages client-focused equity and balanced portfolios, primarily investing in the U.S. public equity markets. NBS employs both quantitative and qualitative analyses to identify growth and value stocks and also invests in mutual funds. The firm emphasizes in-house research to inform its investment strategies.
Alphamark Advisors
Acquisition in 2025
AlphaMark Advisors is a financial services firm that offers personalized investment strategies, wealth management, and comprehensive financial planning to its clients. They specialize in assisting individuals and families navigate significant life transitions, such as retirement, with tailored advice. Additionally, they provide expertise in small business financial services.
Peninsula Wealth
Acquisition in 2025
Peninsula Wealth is a wealth management firm located in San Francisco, California, established in 2010. The firm specializes in a range of financial services, including estate planning, retirement planning, investment management, tax planning, and risk management. As a Registered Investment Adviser, Peninsula Wealth is committed to providing tailored financial solutions to its clients, with the firm's assets managed by an experienced executive management team.
The Holben Group
Acquisition in 2025
The Holben Group is a wealth management firm that caters to high-net-worth individuals and families. It specializes in providing independent, unbiased investment management and advice, along with financial planning and advisory services. The company assists clients in making informed financial decisions by offering services such as investment policy development and risk tolerance measurement.
Criterion Capital Advisors
Acquisition in 2025
Criterion Capital Advisors is a wealth management firm that caters to individuals and families. It offers a range of services, including investment management, financial planning, tax planning, retirement planning, and risk management. The company takes a personalized approach, tailoring strategies to each client's unique financial situation.
Executive Wealth Management
Acquisition in 2025
Executive Wealth Management, LLC is an employee-owned investment advisory firm based in Brighton, Michigan, with additional offices in several nearby cities. The firm specializes in providing wealth management and advisory services to a diverse clientele, including individuals, high-net-worth individuals, pension and profit-sharing plans, charitable organizations, government entities, corporations, and estates. Executive Wealth Management focuses on investment management, financial and retirement planning, taxes, and legal services, ensuring that clients' investments are managed with professional discipline and sound principles. By employing a combination of fundamental and technical analysis, the firm aims to achieve and sustain its clients' wealth through strategic investments in public equity and fixed income markets.
Gather Financial Services
Acquisition in 2024
Gather Financial Services is a finance company that specializes in financial planning, advice and consulting for individuals and businesses.
CornerCap Investment Counsel
Acquisition in 2024
CornerCap Investment Counsel is a wealth management firm that offers personalized investment management solutions and financial planning services. They employ a proprietary investment methodology and prioritize data security. Additionally, they provide market commentary, insights, and resources to their clients.
Wacker Wealth Partners
Acquisition in 2024
Wacker Wealth Partners, founded in 1988 and based in San Luis Obispo, California, is an independent investment advisory firm registered with the SEC. They specialize in comprehensive wealth management services, including financial planning, investment advisory services, business transition assistance, and retirement planning. Their offerings also encompass insurance and risk management strategies, tax and estate planning, cash flow management, and debt management. The firm's assets are managed by its executive team, providing clients with personalized, discretionary investment management and holistic financial guidance.
Marble Capital
Acquisition in 2023
Marble Capital is a fund manager that specializes in providing capital solutions tailored for multifamily developers. The company focuses on the rental housing market and offers comprehensive investment advisory services. By addressing various aspects of the capital stack, Marble Capital supports real estate finance and multifamily operations, ensuring that developers have the necessary resources to succeed in their projects.
Foothills Financial Planning
Acquisition in 2023
Foothills Financial Planning is a fee-only financial planning and investment management consultancy based in Phoenix, Arizona. The firm specializes in providing a comprehensive suite of services, including investment analysis, asset allocation, portfolio management, risk management, retirement planning, and estate planning. By focusing on personalized financial strategies, Foothills Financial Planning aims to assist clients in making informed decisions that align with their individual goals and interests.
Resolute Financial George
Acquisition in 2023
Resolute Financial is an investment management firm that specializes in providing comprehensive financial planning and advisory services for a fixed fee. The company focuses on addressing a wide range of financial questions and challenges faced by clients, offering long-term financial planning that includes retirement, tax, estate, and education planning. By aligning financial strategies with individual circumstances, Resolute Financial aims to enhance client success through informed decision-making.
Cribstone Capital Management
Acquisition in 2023
Cribstone Capital Management is an independent investment advisory firm focused on enhancing financial performance for its clients. The company provides a comprehensive suite of services, including investment management, financial planning, retirement planning, and wealth management. It specializes in developing customized strategies aimed at achieving clients' specific financial goals and objectives. In addition to traditional investment advisory services, Cribstone Capital offers tax and estate planning, portfolio strategy, and technology consulting, equipping local firms with access to the resources and advanced technologies typically available to larger national firms. Overall, the firm emphasizes personalized solutions to address the unique financial needs of its clients.
Vantage Advisors
Acquisition in 2022
Vantage Advisors is a financial advisory firm headquartered in Utah. The company provides comprehensive financial planning services, including taxation, estate planning, succession planning, asset protection, and risk management. Vantage Advisors guides clients to build and sustain wealth through holistic financial planning and tax preparation, helping them achieve their long-term financial goals.
Klein Financial Advisors
Acquisition in 2022
Klein Financial Advisors is a firm dedicated to providing comprehensive financial services tailored specifically for independent women. The company offers investment management, financial planning, and security services designed to support clients through various life transitions such as divorce and retirement. Their expertise includes wealth management, tax strategies, and transition planning, ensuring that clients receive personalized guidance to achieve their financial goals.
Homewood Capital Management
Acquisition in 2021
Homewood Capital Management provides customized and comprehensive financial planning services to high-net-worth individuals and families.
NewFocus Financial Group
Acquisition in 2021
NewFocus Financial Group is an independent, fee-based Registered Investment Advisory firm that focuses on delivering comprehensive financial planning and investment management services. The company serves a diverse clientele, including wealthy individuals and families, business owners, trusts, and retirement and pension plans. NewFocus Financial Group is dedicated to assisting clients in building, maintaining, and preserving their wealth through tailored financial strategies and expert guidance.
The Insight Group
Acquisition in 2020
The Insight Group is a wealth management service that caters to high-net-worth families, foundations, endowments, and institutions. The company focuses on maximizing clients' wealth through scientific portfolio construction, low-cost implementation, tax efficiency, and the use of advanced technology. By tailoring its services to the specific needs of affluent clients, The Insight Group aims to provide effective and efficient wealth management solutions.
Financial Insight Center
Acquisition in 2020
Financial Insight Center offers retirement planning and wealth management.
Personal Financial Consultants
Acquisition in 2019
Personal Financial Consultants, Inc. is an independent fee-only financial planning and investment management firm based in Lafayette, California. Acquired by EP Wealth Advisors, Inc. in 2019, the firm specializes in creating holistic and comprehensive financial plans tailored to the unique needs of individuals and families. With a focus on personalized advisory services, Personal Financial Consultants provides clients with a range of financial planning and investment management solutions, ensuring that their financial goals are met through careful and strategic guidance.
Pathlight Investors
Acquisition in 2019
Pathlight Investors, LLC is a financial advisory firm based in Phoenix, Arizona, specializing in personalized and integrated investment solutions for individuals and families. As a subsidiary of EP Wealth Advisors, Inc., it is dedicated to providing tailored financial guidance to meet the unique needs of its clients. The company focuses on delivering comprehensive advisory services aimed at helping clients achieve their financial goals through effective investment strategies.
Conlon Dart Wealth Management
Acquisition in 2019
Conlon Dart Wealth Management is a wealth management and financial planning firm based in Seattle, Washington. The firm focuses on assisting clients in navigating the complexities of modern financial life, offering a range of services that combine established investment strategies with contemporary financial planning techniques. Conlon Dart emphasizes the importance of not only managing investment plans but also helping clients organize their financial goals and proactively address challenges within their unique financial contexts.
Donnelly Wealth Advisors
Acquisition in 2018
Donnelly Wealth Advisors is an independent registered investment advisory firm founded by Richard “Rich” Donnelly in 1997. The firm specializes in providing a wide range of financial advisory services tailored to meet the unique needs of its clients. These services include financial life planning, investment analysis and management, retirement planning, cash flow analysis, budgeting, legacy and estate planning, tax planning, risk management, stock option analysis, insurance consultation, corporate benefits consulting, family business consulting, and employee benefit plan consulting. Donnelly Wealth Advisors emphasizes a holistic approach to wealth management, integrating clients' financial strategies with their broader life goals and objectives.
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