Wealth Management Firm EP Welcomes $1.2 Billion Team Rappaport Riches
EP Wealth Strengthens Presence in Chicago with Strategic Partnership
EP Wealth Advisors, a leading independent financial advisory firm, has announced a strategic partnership with Rappaport Reiches Capital Management (RRCM), based in Chicago. This marks EP Wealth's seventh partnership of 2025 and adds over $1.2 billion in assets to its Chicago operations.
Founded in 2005 by David Rappaport and Shari Greco Reiches, RRCM is an SEC-registered investment advisory firm focused on comprehensive financial planning and investment management. The firm's unique approach aligns clients' financial planning with their core values, a concept exemplified by Shari Reiches' creation of the "Maximize Your Return on Life" solution.
Shari, who serves as Co-Founder and Chief Growth Officer, brings over 30 years of experience in wealth management, along with a background in accountancy and applied behavioral finance. She is also active in mentoring and community service roles related to finance and philanthropy.
The partnership between EP Wealth and RRCM is expected to significantly strengthen EP Wealth's offerings, although specific operational or client-oriented details of the collaboration are not fully detailed in the available information. Republic Capital Group served as the exclusive advisor for this partnership.
RRCM's fifteen team members have joined EP Wealth, further deepening EP Wealth's community presence in greater Chicagoland. Kyle Miller, EP Wealth's Managing Director of Mergers & Acquisitions, expressed satisfaction with the partnership, highlighting the alignment of values and culture between the two firms.
Ryan Parker, CEO of EP Wealth, expressed pride in the firm's two-decade history and its focus on empowering and educating women about money. This partnership strengthens EP Wealth's planning-led approach and advances its Investing in Women initiative.
Shari Greco Reiches of RRCM is excited about the partnership, citing new resources for the team and opportunities for clients. David Rappaport of RRCM shares the sentiment, stating that the alignment between the two firms is clear, with shared values and culture.
As of June 30, 2025, EP Wealth currently manages $36.4 billion and has over 54 offices in 19 states. The firm remains committed to client service, which remains at the center of its operations.
[1] Source: RRCM's website [2] Source: EP Wealth's press release
Ep Wealth's strategic partnership with Rappaport Reiches Capital Management is a significant investment in its Chicago operations, adding over $1.2 billion in assets and fifteen team members to its portfolio. This collaboration, focused on comprehensive financial planning and investment management, is expected to strengthen Ep Wealth's approach to wealth-management and business, especially its Investing in Women initiative.
