EP Wealth Advisors Establishes New Presence with the Acquisition of Peninsula Wealth, LLC

Latest partnership adds new office and seasoned team in San Francisco

EP Wealth Advisors (“EP Wealth”), a leading fee-only registered investment adviser (RIA) with a growing national footprint, has announced its partnership with Peninsula Wealth, LLC in San Francisco, CA. This strategic partnership enhances EP Wealth’s ability to serve clients in Northern California while adding more than $660 million in assets under management (AUM).

“At EP Wealth Advisors, we are always looking for firms that share our client-first philosophy and commitment to personalized financial planning,” said Ryan Parker, CEO of EP Wealth. “Peninsula Wealth has built strong relationships with its clients, and we’re excited to expand the resources available to them while preserving the high level of service they expect.”

For over 15 years, Peninsula Wealth has been based in San Francisco’s SOMA district, providing tailored financial planning and investment strategies to individuals and families, particularly in the biotech and technology industries. Through this partnership, Peninsula’s clients will gain access to EP Wealth’s expanded suite of services, including deeper investment research, estate and tax planning expertise, and advanced technology solutions, all while maintaining the personal attention they value.

Peninsula’s founder, Rahul Shah, will join EP Wealth as a regional director, along with his six-member team, who bring extensive industry experience. “Since founding Peninsula Wealth, our mission has been to provide transparent and accessible financial planning,” said Shah. “Joining EP Wealth enables us to offer an even broader range of resources while continuing to deliver the personalized guidance our clients rely on.”

The addition of Peninsula Wealth strengthens EP Wealth’s presence in Northern California, complementing its existing offices in Berkeley and Walnut Creek.

This marks EP Wealth’s third partnership of 2025. 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 adviser and financial planning firm with more than 48 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®, 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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