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EP Wealth Advisors Acquisitions

EP Wealth Advisors has acquired 36 companies and its latest acquisition was AlphaMark Advisors on Apr 2025

Unlock 33 more acquisitions →
COMPANY ACQUIRED
ACQUISITION DATE
AMOUNT
DESCRIPTION
AlphaMark Advisors

Apr 2025

Source »
undisclosed
-
The Holben Group, LLC

Mar 2025

Source »
undisclosed
-
Criterion Capital Advisors, LLC

Feb 2025

Source »
undisclosed
-
Executive Wealth Management, LLC

Jan 2025

Source »
undisclosed
-
Riley Private Client, LLC

Nov 2024

Source »
undisclosed
-

Frequently Asked Questions about EP Wealth Advisors

  1. What companies did EP Wealth Advisors acquire?

    Companies acquired by EP Wealth Advisors include AlphaMark Advisors, The Holben Group and Criterion Capital Advisors

  2. How many acquisitions does EP Wealth Advisors have?

    EP Wealth Advisors has acquired 36 companies including AlphaMark Advisors, The Holben Group and Criterion Capital Advisors.

  1. How many acquisitions did EP Wealth Advisors make in 2025?

    In 2025 EP Wealth Advisors acquired 4 companies including AlphaMark Advisors, The Holben Group and Criterion Capital Advisors.