EP Wealth Acquires Opes Wealth
On June 30, 2026, EP Wealth Advisors announced that it acquired Opes Wealth Management.
EP Wealth Advisors (“EP Wealth”) announced, on June 30, 2026, that it acquired Opes Wealth Management (“Opes”). Under the terms of the transaction, eight team members of Opes will join EP Wealth. 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 March 31, 2025, EP Wealth managed over $42.2 billion in assets.
Opes, based in Menlo Park, California, is a fee-only registered investment advisor offering real estate, wealth management, investment management and financial planning services. Opes has over $900 million in assets under management. Alaris Acquisitions served as advisor to Opes in the transaction.
To read the press release: please click here.