EP Wealth Advisors, a fee-only RIA, announced a partnership with Chicago-based Rappaport Reiches Capital Management (RRCM), adding over $1.2 billion in assets to its Chicago operations.
Founded in 2005 by Shari Greco Reiches and David Rappaport, RRCM emphasizes comprehensive financial planning and disciplined investment management, with a strong local presence and a commitment to community involvement.
Reiches and Rappaport will serve as Partners and Regional Directors at EP Wealth, alongside Advisors Stephen M. Reiches, Kristyn Gibson, and Liz Xilas, and Executive Director Karen Asbra.
Fifteen RRCM team members are joining EP Wealth, which has over 54 offices in 19 states and manages $36.4 billion as of June 30, 2025. This is EP Wealth’s seventh partnership of 2025.
Advisor: Republic Capital Group served as the exclusive advisor.
KEY QUOTES:
“We grow with purpose—balancing entrepreneurial drive, attention to detail, and a genuine energy that fuels everything we do. Our partnership with RRCM strengthens our planning-led approach, advances our Investing in Women initiative, and deepens our community presence in greater Chicagoland—all while keeping client service at the center.”
Ryan Parker, CEO of EP Wealth
“We’re incredibly proud of the firm we’ve built over the past two decades. We have always had a focus on empowering and educating women about money, and with EP, we will have an even larger impact.”
Shari Greco Reiches
“This partnership brings new resources to our team and new opportunities for our clients. We’re excited to join a firm that shares our vision for excellence and long-term client success.”
David Rappaport
“We are thrilled with the alignment between our two firms,” said Miller. “From our first conversations with Shari and David, it was clear they embody the values and culture we seek in our partnerships.”
Kyle Miller, EP Wealth’s Managing Director of Mergers & Acquisitions
