Alaris in the News

EP Wealth Advisors Acquires $900 Million Firm Opes Wealth Management

Updated
June 30, 2026
•
5 mins read
Open in New Tab
Open in New Tab
Share:

Published Pulse 2.0 on June 30, 2026 | Authored by Amit Chowdhry

EP Wealth Advisors Acquires $900 Million Firm Opes Wealth Management

By Amit ChowdhryJun 30, 2026

EP Wealth Advisors announced a partnership with Opes Wealth Management, a Menlo Park, California-based wealth management firm. The partnership adds over $900 million in assets under management and expands EP Wealth’s presence in Northern California. Financial and legal terms of the transaction were not disclosed.

Founded in 2005, Opes was built to combine real estate and wealth management expertise within a single firm. The firm was shaped by founder Mark Duvall’s background in West Coast real estate development. Erin Whalen later joined Opes and helped expand its investment management and financial planning capabilities.

Opes also has extensive experience serving technology professionals throughout Silicon Valley, including employees at Apple and Google. The firm built its business around a planning-first approach, which EP Wealth said closely aligns with its own philosophy. Eight Opes team members will join EP Wealth. Duvall and Whalen will serve as regional directors.

The partnership is expected to expand the Opes team’s capabilities, create additional career opportunities, and establish another region for EP Wealth in Northern California.

EP Wealth has maintained a presence in Northern California since 2013. The deal marks EP Wealth’s fifth partnership of 2026.

Alaris Acquisitions, an M&A advisory firm focused on the wealth management industry, served as advisor to Opes in the transaction.

EP Wealth is a fee-only registered investment advisor and financial planning firm with more than 67 offices across 23 states. The firm manages more than $44.1 billion in assets as of March 31, 2026. EP Wealth offers financial planning, tax planning, estate planning, and investment management services. The firm is headquartered in Torrance, California, and is backed by minority equity investors Berkshire Partners and Ares Management.

KEY QUOTES:

“From the beginning, Opes has been built around the belief that clients are best served through integrated advice. As we considered the next chapter for our firm, it was important to find a partner that shared that philosophy and commitment to putting clients first. EP Wealth offers the resources to enhance our business for the future.”

Mark Duvall, Founder of Opes Wealth Management

“Joining EP Wealth represents an exciting opportunity to build on the values that have defined Opes for decades. Together, we’ll be able to offer even greater capabilities while preserving the personalized guidance and trusted relationships our clients have come to expect.”

Erin Whalen, Opes Wealth Management

“We could not be more excited to welcome Opes Wealth to the EP family. Opes Wealth represents exactly the type of firm we are excited to partner with—client-first, growth-oriented, and culturally aligned with EP. We have tremendous respect for what the team has built and are excited to provide additional resources, scale, and support as they continue to grow and serve clients at the highest level.”

Kyle Miller, Chief M&A Partnership Officer at EP Wealth

“Opes has built an outstanding reputation by helping clients navigate complex financial decisions with thoughtful, integrated advice. The team is committed to delivering comprehensive guidance and fostering enduring client relationships. We are excited to welcome the entire Opes team to EP Wealth as we continue to grow with firms that share our values and expand the ways we serve clients and their families.”

Ryan Parker, CEO of EP Wealth

EP Wealth Advisors Acquires $900 Million Firm Opes Wealth Management

As 2024 unfolds, several significant legal changes are set to impact both individuals and businesses. Staying informed about these updates is crucial for compliance and strategic planning. Here's an overview of the most pertinent legal changes and what they mean for you and your business.
Icon of an arrow pointing rightIcon of an arrow pointing right
Author Details
Author Details
Rate this article!
124 ratings
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Recent Events

Alaris in the News
Deals & Recruiting Roundup: Corient, Osaic, LPL, Arch, Lido And More
Jul 7, 2026
•
5 mins read
Alaris in the News
Soltis Investment Advisors Acquires Artifex Financial Group To Expand Midwest Presence
Jul 7, 2026
•
5 mins read
Alaris in the News
EP Wealth Adds $900M Opes Wealth Team in Northern California Push
Jul 6, 2026
•
5 mins read
No items found.
EP Wealth Advisors expands Northern California presence with the acquisition of Opes Wealth Management
Jul 1, 2026
•
5 mins read
Alaris in the News
Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth, Janus Henderson, Others
Jul 1, 2026
•
5 mins read
Alaris in the News
EP Wealth lands fifth deal of 2026 in Silicon Valley
Jul 1, 2026
•
5 mins read
Read all
Read all
Join alaris process
Ready to find your perfect match?
Schedule a call
Schedule a call
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
William Blanton, Owner, Acquired by Composition Wealth
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
William Rosenthal, Owner, Acquired by Beacon Pointe
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Dean Barber, Owner, Acquired by Modern Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
John Horseman, Owner, Acquired by Allworth
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Marc Wolff, Owner, Acquired by Beacon Pointe
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Glenn Spencer, CEO, Prime Capital Financial
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Matt Cooper, President, Beacon Pointe Advisors
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dolberg, CEO, Apollon Wealth Management
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
Mike Dohlberg
CEO Apollon Wealth Management
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Mike Dohlberg
CEO Apollon Wealth Management
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Mike Dohlberg
CEO Apollon Wealth Management
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
Mike Dohlberg
CEO Apollon Wealth Management
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Mike Dohlberg
CEO Apollon Wealth Management
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Mike Dohlberg
CEO Apollon Wealth Management
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Mike Dohlberg
CEO Apollon Wealth Management
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dohlberg
CEO Apollon Wealth Management
"Working with Alaris was like being part of a team. their industry knowledge and experience was extremely valuable and the level of professionalism they provided was crucial throughout the entire process."
William Blanton, Owner, Acquired by Composition Wealth
"Alaris was amazing! Not only did they help me find the right fit (or firm?), but they made the transition much smoother than it would've been on my own. And I believe the overall outcome was much better than it would've been without them."
William Rosenthal, Owner, Acquired by Beacon Pointe
"Alaris was a great partner with us in the M&A process. We felt better educated, guided and ultimately able to identify who was a great fit for us as a result of their process."
Dean Barber, Owner, Acquired by Modern Wealth Management
"Working with Alaris gave us a great sense of confidence through the entire journey and their knowledge of the buyer universe accelerated the process. They are organized, transparent, and frankly, just a great team to work with. We were very happy with them and received a much higher valuation than we would have on our own."
John Horseman, Owner, Acquired by Allworth
"I first met Allen and Alaris during the summer of 2021. By the end of the year, my life had changed as they were an integral part in helping me make the next transition in my business career by selling/merging with a bigger company. Their communication and recommendations along the way were priceless, and being that this was the biggest career move of my life, they did a wonderful job at making me feel the very comfortable during the process."
Marc Wolff, Owner, Acquired by Beacon Pointe
"Alaris stands out amongst its peers. We appreciate the fact that they took a substantial amount of time to understand our firm and culture - no other M&A advisor has ever done that. The seller economics will always be important and while Alaris seeks to maximize that part of the seller outcome, it's never at the expense of cultural fit."
Glenn Spencer, CEO, Prime Capital Financial
"At Beacon Pointe, culture is everything. We know when Alaris brings us a prospective partner they have gone through a robust process, are well educated, and have a high probability of being a fit for our family. It's a refreshing model for our industry."
Matt Cooper, President, Beacon Pointe Advisors
"We love working with Alaris because they understand our model and culture. When they bring us a prospective partner, we have extreme confidence that it's a great fit for both parties. They truly care about the outcome for the buyer and the seller equally."
Mike Dolberg, CEO, Apollon Wealth Management
Alaris in the News