Houlihan Lokey Advises AlphaMark Advisors

Houlihan Lokey is pleased to announce that AlphaMark Advisors, LLC (AlphaMark), an independent registered investment advisor (RIA), has been acquired by EP Wealth Advisors, LLC (EP Wealth), a national RIA with more than $31 billion in client assets. This transaction closed on April 11, 2025.

AlphaMark is a Fort Wright, Kentucky-based, fee-only financial planning and investment management firm specializing in wealth management services, including estate planning, tax planning, risk management, retirement planning, and cash flow planning. The firm also has a unique expertise in “women in wealth” and divorce planning. AlphaMark is led by Michael Simon, Kelly Owens, and Drew Becker and has been providing comprehensive wealth solutions for more than 20 years.

Founded in 1999, EP Wealth offers comprehensive wealth management services, including financial planning, estate planning, tax planning, investment management, and business planning. Headquartered in Torrance, California, EP Wealth has more than 500 employees and 48 offices across the United States. It is privately owned by its employees, Berkshire Partners, and Wealth Partners Capital Group. EP Wealth is led by Ryan Parker, along with Co-Founders Derek Holman, Brian Parker, and Patrick Goshtigian.

Bringing more than $410 million in assets under management, the addition of AlphaMark represents EP Wealth’s expansion into the Midwest and provides it with a footprint in Ohio and northern Kentucky.

RELATED: Asset and Wealth Management, Mergers & Acquisitions