OnePoint BFG Wealth Partners Acquires Voyage Wealth Architects

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 The Financial Advisors

January 15, 2026

Wealth Management

Beacon Pointe Advisors has acquired The Financial Advisors, a $1.2 billion AUM registered investment adviser based in Andover and Newburyport, Massachusetts, closing on January 15, 2026. The 11-person, employee‑owned firm will expand Beacon Pointe’s New England footprint and broaden delivery of its allWEALTH services platform as Beacon Pointe grows its national AUA to roughly $62 billion.

Summit Financial (Summit Growth Partners) Invests in BFG Wealth and Canon Capital Wealth Management

September 30, 2024

Financial Services

Summit Financial, via its Summit Growth Partners (SGP) program, made strategic minority investments in advisory firms BFG Wealth and Canon Capital Wealth Management, onboarding their teams to Summit’s platform. The partnerships allow both firms to retain their leadership teams and ownership while gaining access to Summit’s multi-family office resources, capital and national network to accelerate advisor growth and client service.

VisionPoint Advisory Group and Navitas Wealth Advisors Merge to Form Balefire

January 1, 2025

Financial Services

VisionPoint Advisory Group and Navitas Wealth Advisors have merged to form Balefire, an SEC-registered wealth management firm overseeing approximately $3.7 billion in combined AUM. The new Dallas-based entity unites over 60 professionals to offer integrated wealth management, strategic tax planning, and corporate solutions, positioning the platform for accelerated organic and M&A-driven growth.

Envest Acquires Majority Stake in Wealth Architects

March 25, 2025

Financial Services

The Envest Group, part of The Ardonagh Group, has acquired a majority stake in Wealth Architects, a fast-growing Australian financial advisory firm. The deal expands Envest's capabilities into financial planning and specialist risk advisory, provides growth capital to Wealth Architects, and follows Wealth Architects' recent purchase of PSC Life to strengthen its life and disability insurance offering.