Torrance, California – EP Wealth Advisors has announced the acquisition of Capital Insight Partners (http://www.capitalinsightpartners.com/). According to the company announcement EP Wealth Advisors, LLC is a prominent fee-only registered investment advisor and financial planning firm with a substantial presence across the United States. The company operates more than 63 offices in 23 states, demonstrating its wide reach and commitment to serving diverse client needs. As of September 30, 2025, EP Wealth manages over $40.5 billion in assets, highlighting its significant market position and client trust. For over 25 years, the firm has been dedicated to helping families achieve their financial goals through a comprehensive suite of services. These services include financial, tax, and estate planning, alongside robust investment management solutions. Headquartered in Torrance, California, EP Wealth is led by Chairman & CEO Ryan Parker, with active involvement from its Co-Founders, Derek Holman and Brian Parker, and is supported by minority equity investors Berkshire Partners and Ares Management.

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
310-543-4559

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