EP Wealth adds Capital Insight Partners to network

Group 1 - EP Wealth Advisors has acquired Capital Insight Partners (CIP), a wealth management firm managing assets exceeding $730 million [1] - The acquisition will see nine professionals from CIP join EP Wealth, with co-founder Susan Anastasiadis becoming senior vice president [1][2] - This transaction marks EP Wealth's first acquisition in 2026, following a previous acquisition of Clearview Wealth Advisors [2][4] Group 2 - Clients of CIP will retain their existing advisors while gaining access to expanded planning resources and a larger team of experts [2][3] - EP Wealth operates as a fee-only registered investment advisor with over 63 locations across 23 states, reporting assets under management of over $40.5 billion as of September 30, 2025 [3]