On July 22, 2025, EP Wealth Advisors announced its acquisition of Rappaport Reiches Capital Management.
EP Wealth Advisors (“EP”) announced on July 22, 2025, that it acquired Rappaport Reiches Capital Management (“RRCM”). Under the terms of the transaction, RRCM’s existing team will remain in place, with both of RRCM’s founders becoming Regional Directors of EP. RRCM will adopt the EP name. Further terms of the deal were not disclosed.
EP, based in Torrance, California, is a fee-only registered investment advisor and financial planning firm backed by private equity firms Berkshire Partners and Wealth Partners Capital Group. EP has approximately $36.4 billion in assets.
RRCM, based in Chicago, is a registered investment advisor offering comprehensive financial planning and disciplined investment management services. RRCM has approximately $1.2 billion in assets under management. Republic Capital Group served as the exclusive financial advisor to RRCM.
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