EP Wealth acquires Clearview Wealth Advisors

US-based registered concern advisor (RIA) EP Wealth Advisors has acquired Clearview Wealth Advisors, a fiscal services steadfast operating successful the Phoenix country and the Pacific Northwest.

This acquisition brings astir $218m successful assets nether absorption to EP Wealth’s Phoenix region.

Also, it provides the Clearview squad with entree to EP Wealth’s extended planning, tax, and concern resources that heighten the lawsuit experience.

EP Wealth CEO Ryan Parker said: “Clearview has built strong, planning-led relationships we privation each EP lawsuit to experience.

“Bringing their squad into our Phoenix portion allows america to situation their clients with deeper resources portion keeping proposal personal, section and aligned with the values that substance astir to the families they serve.”

The Clearview team, led by Michael and Corbin Coursey, volition articulation EP Wealth’s Phoenix operations nether Regional Directors Adrian Larson and M.J. Nodilo.

Michael and Corbin Coursey, a father-and-son team, precocious relocated to Phoenix to amended service a increasing lawsuit base.

Michael said: “As our clients’ fiscal needs grew much layered, we saw the worth successful having much specialists enactment the readying enactment we do.

“Partnering with EP lets america bring added expertise and capabilities to the array portion preserving the level of attraction and attraction that has ever defined our approach. It’s the champion of some worlds.”

This transaction marks the ninth concern of EP Wealth successful 2025 arsenic the steadfast continues to turn its beingness crossed the US.

EP Wealth said the integration volition let Clearview to support its client-focused attack portion leveraging EP’s broader capabilities.

The RIA steadfast volition supply the squad with further resources and alteration them to support their personalised attack to lawsuit service.

The companies person not disclosed the fiscal and ineligible aspects of the deal.

In April this year, EP Wealth Advisors strengthened its determination footprint with the acquisition of NBS Financial Services for an undisclosed sum.

Established successful 1981, NBS Financial Services offers financial, tax, estate, retirement, acquisition planning, arsenic good arsenic concern absorption services.

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