EP Wealth Advisors Acquires Nashville Wealth Management Firm - Articles

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Posted by: Jarod Word on Feb 10, 2025

EP Wealth Advisors recently announced the acquisition of Nashville-based wealth management firm Criterion Capital Advisors. The acquisition adds over $500 million in assets to the $31 billion currently under management by EP Wealth. Criterion was led by co-founder Allan Horner, along with partners Mark Pierce and Scott Freeman, who will manage the Nashville office. EP Wealth is a fee-only registered investment adviser and financial planning firm with more than 45 offices across 16 states.