What did EP Wealth Advisors acquire recently?

EP Wealth Advisors recently acquired Clearview Wealth Advisors.

Where does Clearview Wealth Advisors operate?

Clearview Wealth Advisors operates in the Phoenix area and the Pacific Northwest.

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EP Wealth Acquires Clearview, Bolstering Phoenix Presence

Q: How much assets did EP Wealth Advisors gain from Clearview?

EP Wealth Advisors gained approximately $218 million in assets under management from the Clearview acquisition.

17 Dec

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Summary

EP Wealth Advisors acquired Clearview Wealth Advisors recently.
The acquisition adds $218m in assets under management to EP Wealth.
This is EP Wealth's ninth acquisition in 2025.

EP Wealth Acquires Clearview, Bolstering Phoenix Presence

EP Wealth Advisors, a US-based registered investment advisor, recently finalized the acquisition of Clearview Wealth Advisors. This strategic move significantly expands EP Wealth's footprint in the Phoenix area and the Pacific Northwest. The acquisition is expected to contribute approximately $218 million in assets under management to EP Wealth's operations in the Phoenix region.

The integration will bring the Clearview team, under the leadership of father-and-son duo Michael and Corbin Coursey, into EP Wealth's Phoenix offices. This partnership allows Clearview to offer its clients enhanced planning, tax, and investment resources, while maintaining its client-focused approach and personalized service.

This acquisition represents EP Wealth's ninth strategic partnership in 2025, underscoring the firm's aggressive growth strategy across the United States. The deal aims to provide Clearview's clients with the benefits of EP Wealth's broader capabilities while preserving the intimate client relationships Clearview has cultivated.

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