Expanding EP Wealth’s presence in New Mexico through a new partnership

EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment advisor (RIA), today announced its partnership with LongView Asset Management, LLC (“LongView”). The Santa Fe, New Mexico-based firm expands EP Wealth’s presence in the region, adding over $390 million in assets under management (AUM).

Founded in 2002, LongView is built on deeply held values of sustainability, responsible investing, and exceptional client service. As the first financial services firm in New Mexico to become a certified B Corporation, LongView has demonstrated a long-standing commitment to using business as a force for social and environmental good. The team’s mission will remain unchanged as the firm joins EP Wealth, continuing its longstanding engagement with local organizations through charitable giving and community involvement.

LongView founder David Cantor will join EP Wealth as a Senior Vice President, along with seven members of his team. Through this partnership, LongView will gain additional support in tax, estate, and legacy planning.

“As we begin this new journey with EP Wealth, we’re excited to offer more services to support our clients, while continuing our sustainability efforts,” said Cantor. “We will have access to EP’s depth of capabilities, enhancing our ability to serve our clients and community.”

“We’re pleased to welcome another team in the Santa Fe, New Mexico area,” said Steve Beals, EP Wealth’s Central Divisional Leader. “Their approach brings a differentiated perspective to EP Wealth’s presence in the Southwest, and our support can help them serve their clients even more effectively.”

“This partnership strengthens EP Wealth and expands our ability to serve more families in New Mexico,” said Ryan Parker, CEO of EP Wealth. “LongView’s clients will benefit from our breadth and depth of services, allowing the team to further focus on delivering the value that makes them unique while honoring their commitment to give back to their community.”

This is EP Wealth’s second partnership of 2026.

David Selig at Advice Dynamics Partners, a strategic M&A adviser for RIAs, represented LongView in the transaction.

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 advisor and financial planning firm with more than 64 offices across 23 states. Managing over $42.2 billion in assets as of December 31, 2025, EP Wealth has helped families across the country achieve their financial goals for more than 25 years. The firm offers a wide range of services, including financial, tax, and estate planning, as well as investment management. Headquartered in Torrance, California, EP Wealth is led by Chairman & CEO Ryan Parker, with active engagement from its Co-Founders, Derek Holman, CFP®, AIF®, and Brian Parker, CFP®. EP Wealth is backed by two minority equity investors, Berkshire Partners and Ares Management.

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

View source version on businesswire.com: https://www.businesswire.com/news/home/20260203802305/en/