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Deals Of The Day: The Latest In Wealth Management M&A – EP Wealth Advisors, LongView, Summit

Editorial Staff

9 February 2026

EP Wealth Advisors, LongView Asset Management
EP Wealth Advisors, an RIA, has partnered with LongView Asset Management, based in Santa Fe, New Mexico. EP Wealth said this arrangement is its second partnership of 2026.

Founded in 2002, LongView has more than $390 million in assets under management.

LongView’s founder David Cantor is joining EP Wealth as a senior vice president, along with seven members of his team. Through this partnership, LongView will gain additional support in tax, estate, and legacy planning.

David Selig at Advice Dynamics Partners, a strategic M&A advisor for RIAs, represented LongView in the transaction.

The financial and legal terms of the transaction were not disclosed.

Summit, Premier Private Wealth
Summit Wealth Group an RIA, has merged with Premier Private Wealth, a Nashville-based wealth management firm with $470 million in assets under management.

The combined firms will increase Summit’s AuM to about $3 billion and expand its footprint in Tennessee.

The merger will introduce Summit Wealth Group Family Office Services, which seves high net worth and ultra-high net worth families. These services will be delivered through a mix of in-house talent and carefully selected external partners.

Michael Comstock, CEO of Premier Private Wealth, will assume the newly-created role of head of family office services at SummitWealth Group. He will continue in his advisory role and lead the new Summit office located in Franklin, Tennessee, while also joining Summit’s executive leadership team.

The merger follows the appointment of three senior leadership hires at Summit Wealth Group: Scott Wilkinson; Chelsea Ganey, and Seamus O’Brien.

Summit Wealth Group made a minority investment in Constellation Wealth Capital in June 2025.