EP Wealth Advisors Debuts in Music City with Acquisition of Nashville-Based Criterion Capital Advisors, LLC

Partnership with 20-Year-Old Firm Establishes First EP Wealth Office in Tennessee

EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (“RIA”) with a growing national footprint, has announced the acquisition of Criterion Capital Advisors, LLC (“Criterion”) in Nashville, Tennessee. This marks EP Wealth’s first partnership of 2025, its first office in Tennessee, and a continued expansion in the Southeast, adding over $500 million in assets under management (AUM).

“At EP Wealth, our growth is fueled by partnering with entrepreneurs across the country who share our values and are looking to leverage additional resources to deliver outstanding experiences to their clients,” said Ryan Parker, EP Wealth CEO. “Criterion is the latest example of a firm built on personalized service that helps clients work toward achieving their long-term financial goals. Through our combined efforts, we are well positioned to serve even more families in the Southeast.”

Founded in 2005, Criterion is led by co-founder Allan Horner, along with partners Mark Pierce and Scott Freeman. Their team will lead EP Wealth in Nashville, continuing to provide tailored financial planning, investment, and tax planning to clients.

“We have grown our business by focusing on putting the client’s best interest first. In EP Wealth, they share that value. We’re excited to be part of EP to both potentially expand our breadth of services and provide deeper partnerships,” said Horner.

Financial and legal terms of the deal were not disclosed.

About EP Wealth Advisors

EP Wealth Advisors, LLC (“EP Wealth”) is a fee-only registered investment adviser and financial planning firm with more than 45 offices across 16 states. Managing over $31 billion in assets as of December 31, 2024, EP Wealth has helped families across the country achieve their financial goals for more than 25 years. The firm, which is employee-owned, led and operated, offers a wide range of services, including financial, tax, and estate planning, as well as investment management. EP Wealth is financially supported by Berkshire Partners, a leading private investment firm based in Boston. Headquartered in Torrance, California, EP Wealth is led by CEO Ryan Parker, along with Co-Founders and Managing Directors Derek Holman, CFP®, AIF®, and Brian Parker, CFP®, and Executive Chair Patrick Goshtigian, CFA.

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

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