Mergers and Acquisitions (M&A): EP Wealth Advisors Acquires Clearview Wealth Advisors
Torrance, California – EP Wealth Advisors has announced the acquisition of Clearview Wealth Advisors (https://www.cwa2020.com/). According to the company announcement EP Wealth Advisors is a prominent fee-only registered investment advisor and financial planning firm, boasting over 61 offices across 22 states. The company manages a substantial portfolio, with over $40.5 billion in assets as of September 30, 2025, demonstrating its significant market presence. For more than 25 years, EP Wealth has been dedicated to assisting families nationwide in achieving their financial objectives. The firm provides a comprehensive suite of services, including financial, tax, and estate planning, alongside expert investment management. Headquartered in Torrance, California, EP Wealth is strategically supported by financial partners Berkshire Partners and Ares Management, underscoring its robust financial backing and growth potential.
To learn more about EP Wealth Advisors, visit https://www.epwealth.com/
Company LinkedIn Page: https://www.linkedin.com/company/ep-wealth-advisors/
Company Contact:
EP Wealth Advisors
21535 Hawthorne Blvd Suite 400
Torrance, CA 90503
877-390-3330
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