Success Stories
WPCG’s Legacy of Partnership and Growth
After years of collaboration and shared success, many of our partner firms have grown from small, regional advisors into nationally recognized, best in-class RIAs. As their strategic partner, we are proud to have supported their evolution. The strong momentum of every one of our partners reflects the exceptional nature of these firms and the strength of our model of inorganic and organic growth.
We established our partnership with EP Wealth Advisors in 2017. Over the course of eight years, EP transformed from a California-based RIA with a regional presence into a nationally recognized brand with offices spanning coast to coast. Our focus and dedication to deliberate M&A, together with additional capital in 2020 from Berkshire Partners, enabled EP to grow from under $3B in AUM at the time of our engagement to over $36B in AUM at the conclusion of our partnership in September 2025.
44
INVESTMENTS
COMPLETED*
38%
COMPOUND ANNUAL
GROWTH RATE*
$19.6B
TOTAL ACQUIRED
AUM*
*Over Duration of Partnership
We partnered with Forbes Family Trust in 2017 to help expand their ability to deliver bespoke wealth and investment advisory services to ultra-high-net-worth individuals, families and foundations. With our strategic support, FFT’s client assets grew from $4B to $11.8B at the time of its merger with Stanhope Capital in 2021. This combination positioned FFT as a premier global multi-family office.
$2.4B
AUM*
38%
COMPOUND ANNUAL
GROWTH RATE*
194%
GROWTH*
*Over Duration of Partnership