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acquisitionAnnounced · Jan 6, 2026Investment AdvisorySource · CredibleArticle · Factual
EP Wealth Advisors acquires Capital Insight Partners
David Najork · Founding Software Engineer
Published · Updated · 1 min read
Deal value
—
Target
Capital Insight Partners
Scottsdale, Arizona
Acquirer
EP Wealth Advisors
Full Acquisition
Status
Announced
EP Wealth Advisors agreed to acquire Capital Insight Partners. Reported deal value: Undisclosed. Status: Announced. Sector: Investment Advisory. Target headquarters context: Scottsdale, Arizona, United States.
This page summarizes publicly available information about the transaction as of 2026-01-06. Figures and status may change as filings and press coverage update.
EP Wealth Advisors , a leading fee-only registered investment advisor , today announced its partnership with Capital Insight Partners , LLC , a Scottsdale , Arizona -based wealth management firm with over $ 730 million in assets under management
Deal timeline
Announced
Jan 6, 2026 · businesswire.com
Additional milestones (proxy, vote, close) appear as filings and press updates are indexed.
Sector context
This transaction is classified in Investment Advisory. Figures and status may change as sources update.
Sources: businesswire.com · Primary article · FireStrike proprietary index