Beacon Pointe Advisors Acquires The Financial Advisors

Beacon Pointe Advisors Acquires Three Advisory Teams

February 7, 2026

Financial Services

Beacon Pointe Advisors acquired three registered investment advisor teams—Financial Planning Solutions (Newton, MA), Voyager Wealth Management (Lake Geneva, WI), and InvestmentHunter Wealth Services (Argyle/Fort Worth, TX)—bringing the firm's assets under advisement to approximately $62 billion. The transactions closed in November and December 2025 and add ~$350M, ~$229M, and ~$153M in client assets respectively while expanding Beacon Pointe's national footprint and advisory capabilities.

Beacon Pointe Advisors Acquires Six Independent RIAs, Adding $2.7B AUA

July 8, 2025

Financial Services

Beacon Pointe Advisors (Newport Beach, CA) acquired six independent registered investment advisory firms — Hart & Patterson Financial Group, Heritage Financial Planning, Jentner Wealth Management, Michael A. Dubis Financial Planning, Ng Wealth Advisors, and Waypoint Wealth Partners — adding roughly $2.7 billion in AUA and bringing Beacon Pointe's total AUA to ~ $47 billion. The deals expand Beacon Pointe's national footprint with new offices and advisory teams across Massachusetts, Texas, Ohio, Wisconsin, and California.

Beacon Pointe Advisors Acquires Sensible Financial Planning

October 1, 2025

Financial Services

Beacon Pointe Advisors has acquired Sensible Financial Planning, a Waltham, Massachusetts-based wealth management firm with approximately $944 million in AUM. The acquisition, which closed October 1, 2025, expands Beacon Pointe's Boston-area presence and brings the firm's total assets under advisement to roughly $54 billion while preserving Sensible Financial's team and offices.

Beacon Pointe Advisors Acquires The Family Firm (Bethesda RIA)

September 15, 2025

Financial Services

Beacon Pointe Advisors has acquired The Family Firm, a Bethesda-based registered investment adviser managing $857 million in assets and a 10-person team. The deal, which closed on September 15, 2025, raises Beacon Pointe's assets under advisement to approximately $49 billion and strengthens its Mid-Atlantic/D.C. presence and women's advisory capabilities.

Beacon Pointe Advisors Acquires Bridge Advisory and Charleston Investment Advisors

October 1, 2024

Wealth Management

Beacon Pointe Advisors has acquired Bridge Advisory (Pasadena/Newport Beach, CA) and agreed to acquire Charleston Investment Advisors (Mt. Pleasant, SC), adding approximately $600 million in client assets and bringing Beacon Pointe's assets under advisement to just under $37 billion. Bridge Advisory's 10-person team and Charleston's founder Stephanie W. Mackara will join Beacon Pointe as partners; financial terms were not disclosed.

Beacon Pointe Advisors Acquires Keeney Financial Group

February 15, 2024

Wealth Management

Beacon Pointe Advisors has merged with Keeney Financial Group, an RIA based in Columbia, Maryland, bringing roughly $560 million in client assets and a ten-person team into Beacon Pointe’s platform. The deal, Beacon Pointe’s first in the mid-Atlantic, closed on February 15, 2024; financial terms were not disclosed.