The latest mergers, acquisitions and other corporate actions in the wealth management sector.

EP Wealth, The Holben Group
EP Wealth Advisors, an RIA, has partnered with The Holben Group in Denver, Colorado. 

This alignment builds on EP Wealth’s presence in Colorado, adding over $190 million in assets under management, it said in a statement this week. 

This news marks EP Wealth’s second partnership of 2025, following its partnership with Criterion Capital Advisors in Nashville, Tennessee.

“Denver was our first office outside California as we started our journey toward a nationwide firm. The Holben Group team shares the values and vision that have been core to EP Wealth. They are a welcome addition and will enable us to serve even more families in the region,” EP Wealth CEO, Ryan Parker, said. 

The Holben Group was formed in 2006. 

The Holben Group founder, Jeffrey Holben, along with Clinton Demming, will both join EP Wealth as vice president, advisor, partner. Patricia Parker will also join as a wealth advisor. 

EP Wealth Advisors has more than $31 billion in AuM, as of the end of last year. It is backed financially by Berkshire Partners, the Boston-headquartered private investment firm; EP Wealth is headquartered in Torrance, California.