EP Wealth adds Capital Insight Partners to network

EP Wealth Advisors has acquired Capital Insight Partners (CIP), a wealthiness absorption steadfast headquartered successful Scottsdale, Arizona.

CIP manages assets exceeding $730m.

Financial presumption of the woody were not made public.

Established successful 2008, CIP provides wealthiness absorption services for some backstage clients and employer-sponsored status plans.

As portion of the agreement, 9 professionals from CIP volition articulation EP Wealth.

Susan Anastasiadis, who co-founded CIP, volition go elder vice president astatine EP Wealth.

Anastasiadis said: “Our clients summation entree to expanded readying resources, broader concern capabilities, and a larger squad of experts. Yet, their existing advisors clasp the starring relation successful the relationship.”

The incoming squad from CIP volition articulation EP Wealth’s existing operations successful Arizona, overseen by determination directors M.J. Nodilo and Adrian Larson.

This transaction represents EP Wealth’s archetypal successful 2026.

EP Wealth CEO Ryan Parker stated: “This concern is astir strengthening what already works.

“CIP’s clients volition support the aforesaid advisory squad they cognize and trust, and volition summation entree to a broader seat crossed planning, investments, and specialised enactment arsenic their needs evolve. We’re arrogant to invited the CIP squad to EP Wealth and proceed gathering momentum crossed Arizona.”

EP Wealth operates arsenic a fee-only registered concern advisor and fiscal readying company, with much than 63 locations crossed 23 states.

As of 30 September 2025, the steadfast reported assets nether absorption of implicit $40.5bn.

Last month, it acquired Clearview Wealth Advisors, which serves clients successful Phoenix and the Pacific Northwest.

"EP Wealth adds Capital Insight Partners to web " was primitively created and published by Private Banker International, a GlobalData owned brand.

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