PEmarket News

Financial Planning

Financial Planning

June 30, 2026

EP Wealth Advisors Bolsters Northern California Footprint with Opes Wealth Management Acquisition

EP Wealth Advisors, a leading independent wealth management firm based in San Ramon, California, has acquired Opes Wealth Management, a financial advisory firm located in Danville, California. This acquisition is intended to enhance EP Wealth's regional presence and service capabilities, reinforcing its commitment to personalized financial planning for clients. Key individuals in the acquisition include Derek Holman, CEO of EP Wealth Advisors, and Eric Smith, Founder of Opes Wealth Management. The acquisition underscores EP Wealth's strategic focus on growth in the competitive wealth management landscape of Northern California.

Read more

Latest Posts

Financial Planning

June 30, 2026

Empower Acquires Milliman’s Retirement Administration Business to Expand Service Offerings

Read More

Financial Planning

June 25, 2026

Element Wealth Advisors Joins Forces with Bluespring Wealth for Enhanced Financial Planning Services

Read More

Financial Planning

June 22, 2026

FusionIQ Acquires Marstone: A Strategic Move in Digital Wealth Management

Read More

Financial Planning

June 17, 2026

Waverly Advisors Expands Wealth Management Footprint with Smithfield Trust Acquisition

Read More

Financial Planning

June 9, 2026

MAI Capital Management Acquires Saybrook Wealth Group to Bolster Northeast Presence

Read More

Financial Planning

June 9, 2026

Integrated Insurance Solutions Acquires Appel Insurance Advisors to Enhance Service Offerings

Read More

Financial Planning

June 3, 2026

Modern Wealth Management Acquires Flaharty Asset Management to Strengthen Florida Presence

Read More

Financial Planning

June 3, 2026

Soltis Investment Advisors Strengthens Midwest Presence with Artifex Financial Group Acquisition

Read More

Financial Planning

June 2, 2026

Capital Financial Partners Forms Strategic Alliance with Meridian Tax Advisory

Read More

Financial Planning

June 2, 2026

Prime Capital Financial Expands Reach with Acquisition of Access Capital

Read More

Financial Planning

June 2, 2026

Waverly Advisors Expands Service Capabilities with Acquisition of WealthPlans and Cooley Associates

Read More

Financial Planning

June 1, 2026

MAI Capital Management Expands Texas Footprint with Acquisition of Service Academy Capital Management

Read More

Financial Planning

June 1, 2026

Community Financial System Acquires ClearPoint Federal Bank & Trust to Expand Tennessee Presence

Read More

Financial Planning

May 28, 2026

Focus Financial Partners Expands Network with Acquisition of EverNest Financial Advisors

Read More

Financial Planning

May 27, 2026

NUBURU Partners with Tekne for Strategic Majority Acquisition

Read More

Financial Planning

May 21, 2026

YourStake Expands Values-Based Investing with First Affirmative Acquisition

Read More

Financial Planning

May 20, 2026

Bluespring Wealth Partners Expands Portfolio with Acquisition of Synthesis Wealth Planning

Read More

Financial Planning

May 13, 2026

Corient Expands Southwest Footprint with Acquisition of Capital Advisors

Read More

Financial Planning

May 12, 2026

Integrated Partners Expands Greater Boston Footprint with $850 Million Acquisition of City Square Wealth Management

Read More

Financial Planning

May 12, 2026

Corebridge Financial Unveils Leadership Team Following Merger with Equitable Holdings

Read More

Financial Planning

May 8, 2026

MCF Advisors Expands Regional Reach with Hoff Bujnoch Associates Acquisition

Read More

Financial Planning

May 7, 2026

Ameriprise Financial Welcomes New Advisory Practice with $140 Million AUM

Read More

Financial Planning

May 5, 2026

Mercer Advisors Expands Footprint with Acquisition of Eagleson & Arndt Financial Advisors

Read More

Financial Planning

May 5, 2026

Wealthspire Advisors Expands New York Presence with Fi3 Advisors Acquisition

Read More

Financial Planning

April 28, 2026

Waverly Advisors Expands Texas Footprint with Acquisition of TruWealth Advisors

Read More

Financial Planning

April 22, 2026

Modern Wealth Management Expands with Strategic Acquisition of Brown and Company

Read More

Financial Planning

April 20, 2026

Ameriprise Financial Expands Advisory Network with Acquisition of $140 Million Team

Read More

Financial Planning

April 7, 2026

Accordion Acquires A5 to Enhance Salesforce and AI Capabilities

Read More

Financial Planning

April 7, 2026

Apollon Wealth Management Acquires Motley Fool Wealth Management to Enhance Client Offerings

Read More

Financial Planning

April 7, 2026

Wealthspire Advisors Expands Capabilities with Acquisition of Axia Advisory

Read More

Financial Planning

April 2, 2026

Modern Wealth Expands Footprint with Strategic Acquisition in Florida

Read More

Financial Planning

April 2, 2026

Apella Wealth Expands Through Acquisition of Financial Connections Group

Read More

Financial Planning

March 31, 2026

Cary Street Partners Expands Wealth Management Reach with New Hires in Palm Beach

Read More

Financial Planning

March 31, 2026

EP Wealth Advisors Strengthens East Coast Footprint with Divergent Planning Acquisition

Read More

Financial Planning

March 31, 2026

Mercer Advisors Strengthens New England Presence with Charter Oak Capital Management Acquisition

Read More

Financial Planning

March 31, 2026

Carlyle Group Acquires Majority Stake in MAI Capital Management to Drive Growth

Read More

Financial Planning

March 26, 2026

Corebridge Financial and Equitable Holdings Announce Transformational Merger

Read More

Financial Planning

March 26, 2026

Mercer Advisors Achieves Milestone in Tax Preparation Services Amid Rising Demand

Read More

Financial Planning

March 17, 2026

Waverly Advisors Expands Footprint with Acquisition of McBride Financial Advisors

Read More

Financial Planning

March 16, 2026

Maridea Expands Phoenix Presence with Acquisition of Chichester Financial Group

Read More

Financial Planning

March 3, 2026

Aspen Standard Wealth Expands Portfolio with Acquisition of BlueSky Wealth Advisors

Read More

Financial Planning

March 2, 2026

Charles Schwab Expands Wealth Management with Forge Global Acquisition

Read More

Financial Planning

February 26, 2026

SolomonEdwards Strengthens Office of the CFO Solutions with CFO's Domain Acquisition

Read More

Financial Planning

February 10, 2026

Bluespring Wealth Partners Expands Reach with Acquisition of SHP Financial

Read More

Financial Planning

February 6, 2026

Jump Partners with TaxStatus to Enhance Financial Advisory with IRS-Verified Data Integration

Read More

Financial Planning

February 3, 2026

EP Wealth Advisors Expands Southwest Footprint with LongView Asset Management Acquisition

Read More

Financial Planning

February 3, 2026

Empowering Women: The Standard Launches New Financial Literacy Initiative

Read More

Financial Planning

February 3, 2026

Leo Berwick Expands North American and Indian Operations with Key Senior Hires

Read More

Financial Planning

February 2, 2026

Tellory Hosts Premiere of Documentary on Perimenopause: A Step Forward in Women's Wellness

Read More

Financial Planning

February 2, 2026

Empower Introduces Innovative $1,000 Benefit Program for Employees' Families

Read More

Financial Planning

January 30, 2026

Ritholtz Wealth Management Implements Succession Plan to Ensure Longevity and Growth

Read More

Financial Planning

January 29, 2026

NewEdge Advisors Expands Footprint with $1.4 Billion Tennessee Team Acquisition

Read More

Financial Planning

January 28, 2026

Echo Financial Expands Advisory Services into Higher Education Sector

Read More

Financial Planning

January 28, 2026

Asset-Map Partners with Jump to Enhance Client Financial Planning

Read More

Financial Planning

January 27, 2026

Altruist Partners with Lifeworks Advisors to Elevate Client Experience

Read More

Financial Planning

January 27, 2026

Revolutionizing Wealth Management: Bogart Wealth Launches The Way Forward Framework

Read More

Financial Planning

January 27, 2026

Capital Financial Partners Enhances Accessibility to Estate Planning with New Digital Service

Read More

Financial Planning

January 26, 2026

Zocks Secures $45 Million in Series B Funding to Enhance AI Solutions for Financial Advisors

Read More

Financial Planning

December 15, 2025

TRPG Boosts Michigan Footprint with $300M First Financial Acquisition

Read More

Financial Planning

December 15, 2025

Wealth Enhancement Strengthens Midwestern Reach with Guidance Wealth Acquisition

Read More

Financial Planning

December 15, 2025

Mariner Strengthens West Coast Advisory Network via Defined Financial Planning Buy

Read More

Financial Planning

December 10, 2025

Creative Planning Accelerates Retirement Advisory Ambitions with SageView Acquisition

Read More

Financial Planning

December 10, 2025

Waverly Advisors Bolsters New England Presence with $447M Bridge Creek Capital Acquisition

Read More

Financial Planning

December 10, 2025

Waverly Advisors Breaks Into the Pacific Northwest with $5B Pacific Portfolio Deal

Read More

Financial Planning

December 10, 2025

MAI Capital Strengthens Southeast Reach with Liberty Private Client Acquisition

Read More

Financial Planning

December 10, 2025

Waverly Advisors Strengthens Ohio Footprint with Brass Tax Wealth Management Buy

Read More

Financial Planning

December 10, 2025

Mercer Advisors Bolsters Creative Wealth Offering with Singer Burke Acquisition

Read More

By using this website, you agree to the storing of cookies on your device to enhance site navigation, analyze site usage, and assist in our marketing efforts. View our Privacy Policy for more information.

Accept