EP Wealth Advisors Stakes New Territory with the Acquisition of AlphaMark Advisors

Latest partnership expands geography and talent for nationwide firm

EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (RIA) with a growing national footprint, has announced its partnership with AlphaMark Advisors (“AlphaMark”), a respected wealth management firm based in Fort Wright, Kentucky. This strategic expansion strengthens EP Wealth’s presence in the Midwest, bringing the firm’s comprehensive, client-first services to more individuals and families in the Greater Cincinnati area. The acquisition adds approximately $385 million in assets under management (AUM).

"At EP Wealth, we’re committed to providing personalized advice to our clients that meets them where they are in their lives," said Ryan Parker, CEO of EP Wealth. "Partnering with the AlphaMark team expands our ability to do that in Kentucky and Ohio—enhancing their established expertise with additional resources from a nationwide firm to better support existing and new clients."

Founded in 1999, AlphaMark delivers tailored financial advice with specialties in retirement planning, small business services, and helping clients navigate financial aspects of important life transitions, such as divorce. One of the firm’s defining strengths is its Women & Wealth initiative. Founded by AlphaMark Partner Kelly Owens, the program is designed to empower women navigating financial decisions during major life changes. This initiative highlights AlphaMark’s commitment to supporting clients in a unique way in its market, and it aligns closely with EP Wealth’s commitment to holistic planning and personalized service across all client segments.

“Joining EP Wealth allows us to continue doing what we do best—offering thoughtful, individualized advice—while gaining access to a deeper bench of resources to support our clients' evolving needs,” said Michael Simon, founder of AlphaMark. “We believe this partnership can strengthen our ability to guide clients through major transitions and deliver even more value across their full financial picture.”

Four AlphaMark team members will join EP Wealth alongside Simon, continuing their long-standing commitment to client relationships and comprehensive planning.

AlphaMark is EP Wealth’s fourth partnership of 2025, reinforcing its strategy of growth through shared values and a relentless focus on enhancing client experience.

Houlihan Lokey acted as the exclusive financial advisor to AlphaMark Advisors. 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 adviser and financial planning firm with more than 49 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®, Brian Parker, CFP® and Executive Chair Patrick Goshtigian, CFA.

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

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