EP Wealth
The Great Consolidation: EP Wealth Kicks Off 2026 With $730 Million Arizona Acquisition
In a move that signals a relentless continuation of the wealth management industry’s consolidation trend, EP Wealth Advisors ("EP Wealth") has officially announced its acquisition of Capital Insight Partners (CIP), a Scottsdale, Arizona-based firm managing approximately $730 million in assets. This deal, finalized on January 6, 2026,