On February 3, 2026, EP Wealth Advisors announced its acquisition of LongView Asset Management.
EP Wealth Advisors (“EP Wealth”) announced, on February 3, 2026, its acquisition of LongView Asset Management (“LongView”). LongView’s founder, David Cantor, and seven members of his team will join EP Wealth. Further terms of the transaction were not disclosed.
EP Wealth, based in Torrance, California, is a registered investment advisor offering financial, tax, investment management, and estate planning services. As of December 31, 2025, EP Wealth had approximately $42.2 billion in assets.
LongView, based in Santa Fe, New Mexico, is a registered investment advisor offering investment management services. LongView has approximately $390 million in assets under management. Advice Dynamics Partners served as LongView’s M&A advisor on the transaction.
To read the press release: please click here.