Aggressive growth EP Wealth Advisors has rapidly expanded through multiple acquisitions in 2026, including Opes Wealth, Divergent Planning, and Capital Insight, signaling a strategic push to broaden geographic reach and diversify expertise to attract larger, cross-regional client relationships.

Asset scale With client assets under management exceeding $49.1 billion and revenue in the high hundreds of millions to a billion, EP Wealth sits among midsize to large advisory firms, presenting opportunities to upsell comprehensive planning, family office services, and customized investment solutions to high-net-worth clients.

East and West presence The acquisitions expand the firm's footprint across Northern California and the East Coast, creating a multi-region platform ideal for targeted cross-sell of planning, real estate integration, and tax optimization services to clients with multi-jurisdiction needs.

Tech-enabled growth An active tech stack including DBT, Redshift, Squarespace Commerce, and collaboration tools suggests openness to data-driven advisory, digital onboarding, and scalable client experiences, presenting opportunities to position data analytics and digital planning enhancements for enterprise prospects.

Strategic hiring Recent hires for financial planning associates and regional directors indicate a growth mindset and emphasis on talent to support expanded advisory capacity, opening doors to enterprise-level client service capabilities, specialized planning teams, and related cross-selling of risk, tax, and estate planning services.