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

EP Wealth Advisors, RRCM
California-based RIA EP Wealth Advisors has added Rappaport Reiches Capital Management, a business operating from Chicago.

The addition brings more than $1.2 billion in assets under management to EP Wealth’s existing Chicago operations. RRCM is EP Wealth’s seventh partnership of 2025.

Specific financial and legal terms weren’t disclosed by EP Wealth Advisors in its statement yesterday.

RRCM was founded in 2005 by Shari Greco Reiches and David Rappaport. Reiches and Rappaport will become partners at EP Wealth, taking the roles of regional director. Financial advisors Stephen M Reiches, Kristyn Gibson and Liz Xilas will also become partners of EP Wealth; Karen Asbra will become an executive director. A total of 15 RRCM team members will join the EP Wealth family.

Most of RRCM's advisors are women. Shari Greco Reiches will also assume a leadership role in EP Wealth’s Investing in Women initiative.

“We’re incredibly proud of the firm we’ve built over the past two decades,” Reiches said. “We have always had a focus on empowering and educating women about money, and with EP, we will have an even larger impact.”

Kyle Miller, EP Wealth’s MD of mergers and acquisitions, facilitated the transaction.

Republic Capital Group served as the exclusive financial advisor to RRCM.

EP Wealth Advisors, which has more than 54 offices across 19 states, managed more than $36.4 billion in assets as of June 30, 2025. It is headquartered in Torrance, California and led by CEO Ryan Parker.