EP Wealth Advisors has acquired Clearview Wealth Advisors, a planning-focused registered investment advisory firm serving clients across the Pacific Northwest and the Phoenix metropolitan area, as EP Wealth continues expanding its national footprint through strategic partnerships. EP Wealth said the deal adds nearly $218 million in assets under management and brings the Clearview team into EP Wealth’s Phoenix region, where it will gain access to expanded planning, tax, and investment resources.
Clearview Wealth Advisors is led by the father-son team of Michael and Corbin Coursey. EP Wealth said the Courseys recently relocated to Phoenix to deepen their ability to serve a growing and diverse client base in the market, and that joining EP Wealth will allow them to maintain a relationship-driven approach while drawing on broader specialist capabilities.
The Clearview team will integrate into EP Wealth’s Phoenix region under Regional Directors M.J. Nodilo and Adrian Larson, joining an advisory group focused on long-term client relationships and service. EP Wealth said the transaction reflects its strategy of combining local advisory continuity with additional platform support to deliver more comprehensive client solutions.
EP Wealth noted that the Clearview acquisition represents its ninth strategic partnership of 2025. Financial and legal terms were not disclosed.
EP Wealth is a fee-only registered investment advisor with more than 61 offices across 22 states. The firm said it managed over $40.5 billion in assets as of September 30, 2025, and is financially supported by Berkshire Partners and Ares Management.
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“As our clients’ financial needs grew more layered, we saw the value in having more specialists support the planning work we do,” said Michael. “Partnering with EP lets us bring added expertise and capabilities to the table while preserving the level of attention and care that has always defined our approach. It’s the best of both worlds.”
Michael Coursey, Clearview Wealth Advisors
“We’re pleased to welcome Michael and Corbin to the Phoenix team,” said Steve Beals, EP Wealth’s Mountain/Central Divisional Leader. “Their thoughtful approach to working with clients aligns naturally with how our advisors serve people throughout the region. They bring a genuine commitment to doing what’s right for those who rely on them to attain short- and long-term financial goals.”
Steve Beals, Mountain/Central Divisional Leader, EP Wealth
“Clearview has built strong, planning-led relationships we want every EP client to experience,” said Ryan Parker, CEO of EP Wealth. “Bringing their team into our Phoenix region allows us to surround their clients with deeper resources while keeping advice personal, local and aligned with the values that matter most to the families they serve.”
Ryan Parker, CEO Of EP Wealth
