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EP WEALTH ADVISORS

HQ - Torrance, CA

Summary

EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $23.6 billion in client assets under management (as of 4/30/24).

Deals Overview

Total Deals4

Valued Deals1

Total Value£ 553 M

Avg. Deal Size£ 553 M

Market Context

Senior Management

Ryan Parker
CEO
Brian E. Parker
Co-Founder and Managing Director
Derek Holman
Co-Founder and Managing Director

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01 Jul 2024|United States|Asset Managers and Custodians

Target: SLOAN INVESTMENT MANAGEMENT LLC

Bidder: EP WEALTH ADVISORS

5 Service Providers

2 Target | 3 Bidder

11 Dealmakers

8 Target | 3 Bidder

£ 553 M

Value

17 Sep 2024|United States|Private Equity

Target: CORNERCAP

Bidder: WEALTH PARTNERS CAPITAL GROUP

4 Service Providers

1 Target | 3 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

07 Jan 2025|United Kingdom|Financial Data and Systems

Target: EXECUTIVE WEALTH MANAGEMENT

Bidder: EP WEALTH ADVISORS

4 Service Providers

1 Target | 3 Bidder

4 Dealmakers

1 Target | 3 Bidder

n/a

Value

02 Apr 2025|United States|Asset Managers and Custodians

Target: PENINSULA WEALTH

Bidder: EP WEALTH ADVISORS

4 Service Providers

2 Target | 2 Bidder

6 Dealmakers

1 Target | 5 Bidder

n/a

Value

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Senior Management

Ryan Parker
CEO
Brian E. Parker
Co-Founder and Managing Director
Derek Holman
Co-Founder and Managing Director