- Products
- News
- Resources
- Company
- Marketplace Login
- Book A Demo
FUNDRAISING NEWS | February 04, 2025
Tags: RIA, Mergers / Acquisitions
EP Wealth Advisors announced that it has acquired Nashville, TN-based Criterion Capital Advisors with $500M in client assets, marking the firm’s first acquisition for 2025, and expanding its presence in the Southeast.
Founded in 2005 by Allen Horner along with partners Mark Pierce and Scott Freeman, Criterion Capital Advisors is an independent wealth management firm that offers tailored strategies for portfolio management, retirement planning, and risk management.
On December 1, Dakota reported that EP Wealth acquired Michigan-based Executive Wealth Management, adding $1.6B in client assets for the firm.
Written By: Dakota
Kestra’s Bluespring Acquires $560M KY RIA Reliant Wealth
February 11, 2025
Merit Grows PA Presence with $233M Hershey Wealth Purchase
February 11, 2025
Report: Ishbia’s Shore Capital Seeking RIA Acquisitions
February 10, 2025
Prime Capital Enters Metro Atlanta with Purchase of $1B RIA Sugarloaf
February 10, 2025
Corient Acquires $600M Pittsburgh-area RIA Rootstock
February 06, 2025
925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481
© Dakota 2025 | Terms of Use | Privacy Policy
