Beacon Pointe Advisors Acquires Litman Gregory Wealth Management from iM Global Partner
December 31, 2025
Beacon Pointe Advisors has acquired Litman Gregory Wealth Management, a $2.7 billion registered investment adviser previously affiliated with iM Global Partner, in a deal that closed December 31, 2025. The acquisition expands Beacon Pointe's national footprint—strengthening its presence in Northern California and establishing a new office in Missouri—while adding an 18-person advisory team and specialist planning capabilities.
- Buyers
- Beacon Pointe Advisors
- Targets
- Litman Gregory Wealth Management
- Sellers
- iM Global Partner
- Industry
- Financial Services
- Location
- California, United States
- Transaction Type
- Buyout
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