-

EP Wealth Advisors Debuts in Music City with Acquisition of Nashville-Based Criterion Capital Advisors, LLC

Partnership with 20-Year-Old Firm Establishes First EP Wealth Office in Tennessee

TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with a growing national footprint, has announced the acquisition of Criterion Capital Advisors, LLC (“Criterion”) in Nashville, Tennessee. This marks EP Wealth’s first partnership of 2025, its first office in Tennessee, and a continued expansion in the Southeast, adding over $500 million in assets under management (AUM).

“At EP Wealth, our growth is fueled by partnering with entrepreneurs across the country who share our values and are looking to leverage additional resources to deliver outstanding experiences to their clients,” said Ryan Parker, EP Wealth CEO. “Criterion is the latest example of a firm built on personalized service that helps clients work toward achieving their long-term financial goals. Through our combined efforts, we are well positioned to serve even more families in the Southeast.”

Founded in 2005, Criterion is led by co-founder Allan Horner, along with partners Mark Pierce and Scott Freeman. Their team will lead EP Wealth in Nashville, continuing to provide tailored financial planning, investment, and tax planning to clients.

“We have grown our business by focusing on putting the client’s best interest first. In EP Wealth, they share that value. We’re excited to be part of EP to both potentially expand our breadth of services and provide deeper partnerships,” said Horner.

Financial and legal terms of the deal were not disclosed.

About EP Wealth Advisors
EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment adviser and financial planning firm with more than 45 offices across 16 states. Managing over $31 billion in assets as of December 31, 2024, EP Wealth has helped families across the country achieve their financial goals for more than 25 years. The firm, which is employee-owned, led and operated, offers a wide range of services, including financial, tax, and estate planning, as well as investment management. EP Wealth is financially supported by Berkshire Partners, a leading private investment firm based in Boston. Headquartered in Torrance, California, EP Wealth is led by CEO Ryan Parker, along with Co-Founders and Managing Directors Derek Holman, CFP®, AIF®, and Brian Parker, CFP®, and Executive Chair Patrick Goshtigian, CFA.

For more information, visit www.epwealth.com and follow EP Wealth on LinkedIn and Facebook.

Contacts

Media:
Rocco Aloe
Gregory FCA for EP Wealth
ep@gregoryfca.com

EP Wealth Advisors, LLC


Release Versions

Contacts

Media:
Rocco Aloe
Gregory FCA for EP Wealth
ep@gregoryfca.com

Social Media Profiles
More News From EP Wealth Advisors, LLC

EP Wealth Announces Investment by Ares Management

TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors (“EP Wealth” or the “Company”), a leading fee-only registered investment advisor (RIA), today announced that Ares Management Private Equity funds (“Ares”) have signed a definitive agreement to acquire a significant minority stake in the Company, joining EP Wealth’s existing minority equity partner, Berkshire Partners. The investment from Ares will provide additional growth capital and strategic support for EP Wealth to advance several key co...

EP Wealth Advisors Adds to Southwest Presence Through Acquisition of Better Money Decisions

TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors (“EP Wealth”),a leading fee-only registered investment advisor (RIA), announced a strategic partnership with Santa Fe, New Mexico-based Better Money Decisions, LLC (“BMD”). The partnership brings approximately $370 million in assets under management (AUM) and builds on EP Wealth’s presence in the Southwest. "BMD is a firm that leads with heart and purpose," said EP Wealth CEO Ryan Parker. "Their philosophy of helping clients use money as a t...

EP Wealth Advisors Expands Presence in Chicago Area with Acquisition of Rappaport Reiches Capital Management

TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment advisor (RIA), has announced a strategic partnership with Chicago-based Rappaport Reiches Capital Management (“RRCM”), strengthening its presence in the Midwest. The addition brings over $1.2 billion in assets under management (AUM) to EP Wealth’s existing Chicago operations. “We grow with purpose—balancing entrepreneurial drive, attention to detail, and a genuine energy that fuels ever...
Back to Newsroom