EP Wealth Adds $1.2B in AUM with RRCM Acquisition
EP Wealth Advisors has announced a strategic partnership with Chicago-based Rappaport Reiches Capital Management (RRCM), significantly strengthening its footprint in the Midwest. The transaction adds over $1.2 billion in assets under management to EP Wealth’s existing operations in Chicago and brings 15 RRCM team members into the fold.
Founded in 2005 by Shari Greco Reiches and David Rappaport, RRCM has built a reputation for values-based financial planning and a strong advisory presence in the Chicagoland area. Both Reiches and Rappaport will join EP Wealth as partners and assume regional director responsibilities. Key advisors Stephen M. Reiches, Kristyn Gibson, and Liz Xilas will also become partners, while Karen Asbra will take on an executive director role within EP Wealth.
“Our partnership with RRCM strengthens our planning-led approach, advances our Investing in Women initiative, and deepens our community presence in greater Chicagoland—all while keeping client service at the center,” said Ryan Parker, CEO of EP Wealth.
With most of RRCM’s advisors being women, the addition aligns well with EP’s commitment to inclusive leadership and diversity in wealth management. Reiches will take on a national leadership role in the firm’s Investing in Women initiative.
The deal marks EP Wealth’s seventh acquisition of 2025, following a series of strategic expansions across the U.S. In recent months, the firm has added Buffington Mohr McNeal (BMM), a Boise, Idaho-based firm managing nearly $900 million in client assets. Prior to that, EP Wealth acquired NBS Financial Services, bolstering its Westlake Village, CA office and adding over $230 million in assets.
The firm also recently acquired AlphaMark Advisors, a Fort Wright, KY-based wealth management firm with approximately $385 million in assets. This acquisition followed its additions of Executive Wealth Management ($1.6 billion AUM, Michigan), Criterion Capital Advisors, LLC, ($500 million AUM, Colorado), and Peninsula Wealth ($660 million AUM, San Francisco), reinforcing its national expansion.
The transaction was facilitated by Kyle Miller, EP Wealth’s managing director of mergers & acquisitions, with Republic Capital Group acting as exclusive financial advisor to RRCM. Financial terms were not disclosed.
Based in Torrance, CA, EP Wealth now manages well over $23 billion in assets across more than 30 offices nationwide.