EP Wealth Advisors, a fee-only registered investment advisor, has partnered with LongView Asset Management, extending EP Wealth’s Southwest footprint with an expanded presence in Santa Fe, New Mexico. The addition brings more than $390 million in assets under management to EP Wealth, which said the move strengthens its ability to serve families across the state.
Founded in 2002, LongView has built its business around sustainability, responsible investing, and client service. The firm also highlighted its longstanding community involvement and charitable engagement, and said that the mission will continue under EP Wealth.
LongView founder David Cantor is joining EP Wealth as a senior vice president, along with seven members of the LongView team. EP Wealth said the partnership will provide additional resources for LongView clients, including deeper support across tax, estate, and legacy planning.
EP Wealth described the Santa Fe team as bringing a differentiated perspective to its growing regional presence, while also emphasizing that LongView’s clients will gain access to a broader set of planning and advisory capabilities. The transaction was EP Wealth’s second partnership announced in 2026, according to the company.
Advice Dynamics Partners served as LongView’s strategic M&A adviser on the deal. Financial and legal terms were not disclosed.
EP Wealth operates more than 64 offices across 23 states and manages more than $42.2 billion in assets as of December 31, 2025.
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“As we begin this new journey with EP Wealth, we’re excited to offer more services to support our clients, while continuing our sustainability efforts. We will have access to EP’s depth of capabilities, enhancing our ability to serve our clients and community.”
David Cantor, Founder, LongView Asset Management; Senior Vice President, EP Wealth Advisors
“We’re pleased to welcome another team in the Santa Fe, New Mexico area. Their approach brings a differentiated perspective to EP Wealth’s presence in the Southwest, and our support can help them serve their clients even more effectively.”
Steve Beals, Central Divisional Leader, EP Wealth Advisors
“This partnership strengthens EP Wealth and expands our ability to serve more families in New Mexico. LongView’s clients will benefit from our breadth and depth of services, allowing the team to further focus on delivering the value that makes them unique while honoring their commitment to give back to their community.”
Ryan Parker, Chairman And CEO, EP Wealth Advisors
