Beacon Pointe Advisors Acquires Bridge Advisory and Charleston Investment Advisors
October 1, 2024
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.
- Buyers
- Beacon Pointe Advisors
- Targets
- Bridge Advisory, Charleston Investment Advisors
- Industry
- Wealth Management
- Location
- United States
- Transaction Type
- Buyout
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