EP Wealth Advisors, a fee-only registered investment adviser (RIA), has announced its partnership with LongView Asset Management. The Santa Fe–based firm expands EP Wealth’s presence in the region, adding more than $390 million in assets under management (AUM).
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.
This is EP Wealth’s second partnership of 2026. David Selig at Advice Dynamics Partners, a strategic merger and acquisitions adviser for RIAs, represented LongView in the transaction. Financial and legal terms of the transaction were not disclosed.
