KKR Invests in Beacon Pointe Advisors

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 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 Recapitalized by Abry Partners and Acquires Ferrell Wealth Management

March 9, 2020

Wealth Management

Beacon Pointe Advisors merged its two RIA businesses into a single RIA, completed a strategic minority recapitalization with Abry Partners, and concurrently acquired Winter Park–Orlando-based Ferrell Wealth Management, adding roughly $460 million of AUM. The Abry investment provides capital to support Beacon Pointe's M&A strategy and growth initiatives as Beacon Pointe expands its East Coast footprint.

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 Joslin Capital Advisors

May 31, 2024

Financial Services

Beacon Pointe Advisors has partnered with Redmond-based Joslin Capital Advisors in a strategic acquisition that closed on May 31, 2024. The acquisition brings approximately $775 million in client assets under advisement to Beacon Pointe and expands its presence in the Pacific Northwest while integrating Joslin's team into Beacon Pointe's national RIA platform.

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.