LongView Asset Management
LongView Asset Management is a Santa Fe, New Mexico-based registered investment adviser founded in 2002 that provides sustainable, values-aligned investment management and financial planning services to high-net-worth individuals and families. The firm was acquired by EP Wealth Advisors in February 2026.
- Company typePrivate
- Founded2002
- HeadquartersSanta Fe, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What LongView Asset Management does
LongView Asset Management is a privately held registered investment adviser founded in 2002 in Santa Fe, New Mexico, by David Cantor. The firm provides discretionary investment management, financial planning, retirement planning, estate planning, tax planning, and charitable giving strategy services to high-net-worth individuals and families, with a stated focus on sustainable and values-aligned investing. It was the first financial services company in New Mexico to achieve B Corporation certification, signaling an emphasis on social and environmental performance alongside fiduciary returns.
The firm operated as a boutique practice with eight team members managing more than $390 million in assets under management as of February 2026. Revenue is generated through recurring AUM-based advisory fees typical of the RIA model, with no publicly disclosed pricing schedules. Client acquisition relied primarily on community involvement and referrals rather than paid marketing. There is no evidence of proprietary technology, AI/ML capabilities, or a dedicated product platform beyond the advisory service offering itself.
In February 2026, LongView was acquired by EP Wealth Advisors, a $42.2 billion AUMA wealth manager operating across 64+ offices in 23 states. Founder David Cantor and all seven team members joined EP Wealth, with Cantor assuming the role of Senior Vice President. Post-acquisition, LongView continues to serve its existing clients under EP Wealth's umbrella, gaining access to a broader set of financial, tax, and estate planning resources while retaining its sustainability-focused brand positioning.
LongView Asset Management firmographics
Firmographics- Name
- LongView Asset Management
- Legal name
- LongView Asset Management
- Website
- https://longviewasset.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Short description
- LongView Asset Management is a Santa Fe, New Mexico-based registered investment adviser founded in 2002 that provides sustainable, values-aligned investment management and financial planning services to high-net-worth individuals and families. The firm was acquired by EP Wealth Advisors in February 2026.
- Ownership category
- akta.pro rank
LongView Asset Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Estate & Legacy Planning Advisory (FSAEAAAG)
Keywords
Where LongView Asset Management is headquartered
LocationHeadquarters
- HQ city
- Santa Fe
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
LongView Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Infrastructure
Revenue model
- Investment Advisory Services: LongView Asset Management generated revenue through assets under management (AUM) fees as a registered investment adviser. Clients pay advisory fees typically based on a percentage of invested assets managed.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
LongView Asset Management product offering
Product offeringCore offering
LongView Asset Management is a registered investment adviser that provides sustainable, values-aligned investment management and comprehensive financial planning services to high-net-worth individuals and families in the Southwest region. Offerings include investment portfolio construction, retirement planning, estate planning, tax planning, and charitable giving strategies, with a B Corporation-certified sustainability focus.
Product overview
LongView Asset Management operates as a registered investment adviser providing wealth management and asset management services. As a specialized financial advisory firm, it offers investment management with a focus on sustainable and values-aligned investing. The firm was acquired by EP Wealth Advisors in February 2026.
Differentiator
Problem solved
Functional benefit
Products and services
- Sustainable Investment Management Registered investment advisory service providing sustainable, values-aligned portfolio management for high-net-worth individuals and families in the Southwest. Clients pay advisory fees based on a percentage of assets under management.
- Comprehensive Financial Planning Holistic financial planning covering retirement planning, estate planning, tax planning, and charitable giving strategies, integrated with the firm's sustainable investment management offering for affluent individuals and families.
Quantifiable outcome
- First B Corporation certified financial services company in New Mexico
Companies that use LongView Asset Management
Customer profileSegments1 record
Ideal customer profiles1 record
LongView Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
LongView Asset Management partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- EP Wealth AdvisorsflagshipLongView Asset Management partnered with EP Wealth Advisors in February 2026. LongView's founder David Cantor and all seven team members joined EP Wealth as part of the transaction. The partnership extends EP Wealth's Southwest footprint and strengthens its presence in New Mexico. LongView continues to focus on sustainability and community involvement while gaining access to EP Wealth's comprehensive financial, tax, and estate planning resources across 64+ offices in 23 states managing $42.2 billion in assets.
Scale indicators3 records
Recent moves4 records
Expansion highlights4 records
LongView Asset Management competitors and assessment
Company assessmentEmerging players
- Aspiration: Digital-first sustainable wealth and spending platform offering fossil-fuel-free portfolios to retail and mass-affluent consumers — an emerging competitor targeting overlapping values-driven clients with a tech-led delivery model.
Broad incumbents
- Northern Trust Wealth Management: Global wealth manager with extensive HNW/UHNW advisory services and a growing sustainable/impact investing shelf — comparable HNW client focus with scale ESG offerings that compete directly with boutique sustainable RIAs.
- Merrill Lynch Wealth Management: Bank-affiliated wealth management franchise serving HNW clients with brokerage, advisory, and increasingly ESG-aligned managed portfolios — comparable HNW advisory services with a much broader product shelf and distribution footprint.
- Calvert (Calvert Research & Management): Long-established sustainable investment manager (now part of Morgan Stanley) offering ESG-screened portfolios and mutual funds for institutional and retail investors — comparable sustainable investment capability within a much larger distribution platform.
- EP Wealth Advisors: LongView's parent company; a national RIA with 64+ offices across 23 states and $42.2B AUM offering fee-based investment management, financial planning, tax, and estate services to HNW clients — a directly adjacent model now housing the LongView practice.
Direct peers
- Trillium Asset Management: Boston-based investment manager specializing exclusively in sustainable and responsible investing for institutional and HNW clients — closely comparable as a values-aligned, fee-based active manager serving similar client profiles.
- Saturna Capital: Independent advisory firm running sustainable and shariah-screened mutual funds and managed-account strategies, with a registered investment adviser arm serving individuals and institutions — directly comparable sustainable-equity active manager.
Regional players
- Modera Wealth Management: Fee-only RIA serving HNW individuals and families across multiple East Coast and Southeast offices with comprehensive financial planning — a comparable boutique-to-mid-sized fee-only RIA competing for similar client segments.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
LongView Asset Management social profiles
Digital presenceLongView Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
LongView Asset Management leadership team
Management profileNumber of profiles
Profiles4 records
LongView Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
LongView Asset Management M&A and investment
M&A and investmentM&A
Investments2 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about LongView Asset Management
What does LongView Asset Management do?
LongView Asset Management is a registered investment adviser that provides sustainable, values-aligned investment management and comprehensive financial planning services to high-net-worth individuals and families in the Southwest region. Offerings include investment portfolio construction, retirement planning, estate planning, tax planning, and charitable giving strategies, with a B Corporation-certified sustainability focus.
Is LongView Asset Management a public or private company?
LongView Asset Management is a private company. It is classified as corporate owned and is currently acquired.
When was LongView Asset Management founded?
LongView Asset Management was founded in 2002. It employs 1 to 10 people.
Where is LongView Asset Management based?
LongView Asset Management is headquartered in Santa Fe, United States, in the North America region.
How does LongView Asset Management make money?
One revenue line is on record: investment Advisory Services.
Who are LongView Asset Management's main competitors?
Aspiration is listed as an emerging player. Broad incumbents are Northern Trust Wealth Management, Merrill Lynch Wealth Management, Calvert (Calvert Research & Management) and EP Wealth Advisors. Direct peers are Trillium Asset Management and Saturna Capital. Modera Wealth Management is listed as a regional player.
Does LongView Asset Management have an API?
No public API is recorded for LongView Asset Management.
What industry is LongView Asset Management in?
LongView Asset Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 52394 and its SIC code is 6282.