EP Wealth Advisors Expands Arizona Presence with the Acquisition of Thompson Wealth Management

The partnership builds on EP Wealth’s growing momentum in Arizona while adding federal employee retirement expertise

TORRANCE, Calif.--(BUSINESS WIRE)--EP Wealth Advisors (“EP Wealth”), a fee-only registered investment advisor (RIA), today announced its partnership with Thompson Wealth Management (“Thompson”). This new addition brings over $300 million in assets under management (AUM) to EP Wealth.

Founded in 2010, the firm has grown into a leading independent advisory practice that specializes in serving federal employees. Recognized by InvestmentNews as one of the Top 100 Financial Advisors in the US for 2025, Thompson combines a client-first approach with a technology-forward platform.

Founder and CEO Neal Thompson, along with his team of six, will join EP Wealth as part of its growing Arizona footprint, led by Regional Directors M.J. Nodilo and Adrian Larson.

“When I started Thompson Wealth Management, I wanted to build the kind of firm I’d trust with my own family’s dreams, and that standard drives everything we do,” said Thompson. “Our team walks into the office every day with a clear purpose: to help our clients build a future they love. Joining EP Wealth is our path to deliver on that commitment at an even higher level.”

“We’re pleased to welcome the Thompson team to EP Wealth,” said Steve Beals, EP Wealth’s Central Division Leader. “Their planning-first approach and commitment to modernizing the client experience align well with our platform and our values.”

“This partnership strengthens EP Wealth and expands our ability to serve more families across Arizona,” said Ryan Parker, CEO of EP Wealth. “Neal Thompson and his team bring deep experience supporting federal employees, and we’re excited to help them build on that foundation with the resources, technology, and advanced capabilities of our Arizona network.”

This marks EP Wealth’s third partnership of 2026. Financial and legal terms of the transaction were not disclosed.

About EP Wealth Advisors

EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment advisor and financial planning firm with more than 66 offices across 23 states. Managing over $42.2 billion in assets as of December 31, 2025, EP Wealth has helped families across the country achieve their financial goals for more than 25 years. The firm offers a wide range of services, including financial, tax, and estate planning, as well as investment management. Headquartered in Torrance, California, EP Wealth is led by Chairman & CEO Ryan Parker, with active engagement from its Co-Founders, Derek Holman, CFP®, AIF®, and Brian Parker, CFP®. EP Wealth is backed by two minority equity investors, Berkshire Partners and Ares Management.

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