Beacon Pointe Advisors Acquires Joslin Capital Advisors
May 31, 2024
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.
- Buyers
- Beacon Pointe Advisors
- Targets
- Joslin Capital Advisors
- Industry
- Financial Services
- Location
- Washington, United States
- Transaction Type
- Buyout
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