Finance
1 min.Read

EP Wealth Advisors Expands to New Mexico to Enhance Client Services: Broader Planning and Local Expertise Await

EP Wealth Advisors has added Santa Fe-based LongView Asset Management, a $390 million AUM registered investment adviser, in a deal that closed January 30. The move expands EP Wealth’s New Mexico presence and brings LongView’s sustainable-investing focus under a larger platform offering broader planning services.

Victoria Padilla
By Victoria Padilla
Last Updated:

EP Wealth Advisors has acquired LongView Asset Management, a registered investment adviser in Santa Fe, New Mexico, with over $390 million in assets under management. This acquisition significantly expands EP Wealth Advisors’ presence in New Mexico. Financial and legal terms were not disclosed.

Founded in 2002, LongView is known for its commitment to sustainability and responsible investing. As the first financial services firm in New Mexico to earn B Corporation certification, LongView is recognized for its values-driven approach. (LongView Asset Management – B Corp Certification, 2019) With this acquisition, EP Wealth Advisors will leverage local expertise and offer LongView clients expanded planning services, including tax, estate, and legacy planning support.

David Cantor, founder of LongView, will join EP Wealth Advisors as senior vice president, along with seven team members. Advice Dynamics Partners served as LongView’s advisor during the transaction.

As of December 31, 2025, EP Wealth Advisors manages more than $42.2 billion in client assets and operates over 64 offices in 23 states. The firm also receives minority equity investments from Berkshire Partners and Ares Management.

Key Transaction Details

  • Acquirer: EP Wealth Advisors
  • Acquired Firm: LongView Asset Management (Santa Fe, New Mexico)
  • Assets Acquired: Over $390 million in assets under management
  • Transaction Close Date: January 30, 2026
  • Team Transition: Founder David Cantor and seven additional team members will join EP Wealth Advisors.
  • Transaction Terms: Not disclosed

Statements from Leadership

“This partnership strengthens EP Wealth and expands our capabilities in New Mexico,” said CEO Ryan Parker. He added, “LongView clients will benefit from our expanded services.”

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