EP Wealth acquires Clearview Wealth Advisors

Core Insights - EP Wealth Advisors has acquired Clearview Wealth Advisors, adding approximately $218 million in assets under management to its Phoenix region [1] - The acquisition enhances the client experience by providing Clearview's team access to EP Wealth's extended planning, tax, and investment resources [1][4] - This marks EP Wealth's ninth partnership in 2025, indicating its ongoing growth strategy across the US [3] Company Details - Clearview Wealth Advisors operates in the Phoenix area and the Pacific Northwest, focusing on planning-led client relationships [2] - The Clearview team, led by Michael and Corbin Coursey, will integrate into EP Wealth's Phoenix operations under Regional Directors Adrian Larson and M.J. Nodilo [2][3] - EP Wealth aims to maintain Clearview's client-focused approach while leveraging its broader capabilities [4] Strategic Implications - The partnership allows Clearview to enhance its service offerings by accessing additional expertise and resources from EP Wealth [3][4] - The integration is designed to preserve the personalized attention and care that Clearview has historically provided to its clients [3][4] - EP Wealth's previous acquisition of NBS Financial Services in April 2023 further demonstrates its strategy to strengthen its regional footprint [4][5]