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FUNDRAISING NEWS | February 04, 2025

EP Wealth Buys $500M Criterion Capital Advisors

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.

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Written By: Dakota

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