EP Wealth Advisors, a fee-only registered investment advisor, announced a partnership with Thompson Wealth Management that adds over $300 million in assets under management and deepens EP Wealth’s presence in Arizona.
Founded in 2010, Thompson Wealth Management has grown into a leading independent advisory practice specializing in serving federal employees. The firm was recognized by InvestmentNews as one of the Top 100 Financial Advisors in the US for 2025 and is known for its client-first approach and technology-forward platform.
Founder and CEO Neal Thompson and his six-person team will join EP Wealth as part of its expanding Arizona footprint, led by Regional Directors M.J. Nodilo and Adrian Larson. The partnership builds on EP Wealth’s momentum in the state while enhancing its capabilities in federal employee retirement planning.
This marks EP Wealth’s third partnership of 2026. Financial and legal terms of the transaction were not disclosed.
EP Wealth Advisors operates more than 66 offices across 23 states and manages over $42.2 billion in assets as of December 31, 2025. The firm provides financial, tax, and estate planning, as well as investment management services. Headquartered in Torrance, California, EP Wealth is led by Chairman and CEO Ryan Parker, with active engagement from Co-Founders Derek Holman, CFP, AIF, and Brian Parker, CFP. The firm is backed by minority equity investors Berkshire Partners and Ares Management.
KEY QUOTES:
“When I started Thompson Wealth Management, I wanted to build the kind of firm I’d trust with my own family’s dreams, and that standard drives everything we do. Our team walks into the office every day with a clear purpose: to help our clients build a future they love. Joining EP Wealth is our path to deliver on that commitment at an even higher level.”
Neal Thompson, Founder And CEO, Thompson Wealth Management
“We’re pleased to welcome the Thompson team to EP Wealth. Their planning-first approach and commitment to modernizing the client experience align well with our platform and our values.”
Steve Beals, Central Division Leader, EP Wealth Advisors
“This partnership strengthens EP Wealth and expands our ability to serve more families across Arizona. Neal Thompson and his team bring deep experience supporting federal employees, and we’re excited to help them build on that foundation with the resources, technology, and advanced capabilities of our Arizona network.”
Ryan Parker, Chairman & CEO, EP Wealth Advisors
