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EP Wealth Advisors Mergers & Acquisitions

EP Wealth Advisors M&A Summary

EP Wealth Advisors has acquired 22 companies, including 16 in the last 5 years.

EP Wealth Advisors has acquired in 11 different US states. The Company’s most targeted sectors include financial services (55%) and business services (46%).

M&A Summary

  • M&A Total Activity22
    • M&A Buy Activity22
  • Total Sectors Invested 2
  • Total Countries Invested 1

EP Wealth Advisors

EP Wealth Advisors LLC

21535 Hawthorne Blvd., Suite 400,
Torrance, California 90503
United States,
(310) 543-4559
www.epwealth.com

All (22) Buy (22) Sell (-)
Date Target Value
$mlns 		Transaction Type Acquirer Seller SRC
Link
2025-12-16 Clearview Wealth Advisors · Financial Services
Columbia, Maryland · www.cvwealthadvisors.com

Clearview Wealth Advisors is an investment advisory firm that provides wealth management, financial planning, and portfolio management services to individuals, families, and institutions. Clearview Wealth Advisors is based in Columbia, Maryland.

- Add-on Acquisition

EP Wealth Advisors

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