On February 26, 2025, EP Wealth Advisors announced that it acquired Thompson Wealth Management.
EP Wealth Advisors (“EP Wealth”) announced, on February 26, 2026, that it acquired Thompson Wealth Management (“Thompson Wealth”). Under the terms of the transaction, Neal Thompson, Founder and CEO of Thompson Wealth, will join EP Wealth along with his team of six. Further terms of the deal were not disclosed.
EP Wealth, based in Torrance, California, is a registered investment advisor offering investment management, financial, tax, and estate planning services. As of December 2025, EP Wealth managed over $42.2 billion in assets.
Thompson Wealth, based in Scottsdale, Arizona, is a wealth management firm that specializes in serving federal employees. Thompson Wealth has over $300 million in assets under management.
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