Thursday, February 12, 2026
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Tag: registered investment adviser

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.