On February 4, 2025, EP Wealth Advisors announced that it acquired Criterion Capital Advisors.
EP Wealth Advisors (“EP”) announced on February 4, 2025, that it acquired Criterion Capital Advisors (“Criterion”). Under the terms of the transaction, Criterion will operate in Nashville under 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. As of December 2024, EP managed approximately $31 billion in assets.
Criterion, based in Nashville, Tennessee, is a registered investment advisor offering financial planning, investment services and tax planning to clients. As of February 2025, Criterion had approximately $500 million in regulatory assets under management.
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