Allegis Advisor Group Acquires Beacon Financial, Inc.

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 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.

Fiduciary Services Group Acquires Beacon Benefits

September 11, 2025

Financial Services

Fiduciary Services Group (FSG) has acquired Beacon Benefits, a Beverly, Massachusetts–based third-party administrator (TPA), and will integrate the business into its DWC TPA platform. The deal expands FSG’s retirement services capabilities and adds a regional Boston-area office to support growth in plan administration and recordkeeping services.

Simplicity Group Acquires Allegis Advisor Group

September 15, 2022

Financial Services

Simplicity Group has entered into an agreement to acquire Allegis Advisor Group, a Salt Lake City-based independent marketing organization that supports advisors in annuity, long-term care, disability, and life insurance sales. Allegis will join Simplicity as its 43rd partner, with founder Chris Miller and several leaders joining the Simplicity partnership while Allegis' day-to-day operations remain under its existing management team.

Accenture Acquires The Beacon Group

September 8, 2022

Consulting

Accenture has acquired The Beacon Group, a Portland, Maine–based growth strategy consulting firm. Beacon's team of more than 60 growth strategy, market modeling and M&A advisory experts will join Accenture Strategy, deepening Accenture's capabilities in market modeling, targeting and inorganic-growth advisory.

Accenture Acquires Beacon Consulting Group

September 8, 2022

Consulting

Accenture plc has acquired Beacon Consulting Group, a Boston-based advisory firm serving the North American asset management industry. Beacon will join Accenture's Capital Markets practice to deepen Accenture's asset management consulting capabilities; financial terms were not disclosed.