Beacon Pointe Advisors Acquires Keeney Financial Group

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.

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 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.

KKR Invests in Beacon Pointe Advisors

January 18, 2022

Wealth Management

KKR has made a growth investment in Beacon Pointe, the parent company of Beacon Pointe Advisors, with Beacon Pointe management retaining a majority ownership stake and Abry Partners exiting. The capital will support Beacon Pointe's national expansion, technology and personnel investments, and accelerate its M&A strategy across the U.S.

Beacon Pointe Advisors Acquires Hemington Wealth Management

November 19, 2025

Financial Services

Beacon Pointe Advisors has acquired Hemington Wealth Management, a female-founded RIA with approximately $1.2 billion in client assets and a 16-person team operating from Falls Church, Virginia and Chicago, Illinois. The deal, which closed November 15, 2025, increases Beacon Pointe's assets under advisement to about $55 billion and strengthens its women-centered 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.