Beacon Pointe Advisors Acquires The Family Firm (Bethesda RIA)
September 15, 2025
Beacon Pointe Advisors has acquired The Family Firm, a Bethesda-based registered investment adviser managing $857 million in assets and a 10-person team. The deal, which closed on September 15, 2025, raises Beacon Pointe's assets under advisement to approximately $49 billion and strengthens its Mid-Atlantic/D.C. presence and women's advisory capabilities.
- Buyers
- Beacon Pointe Advisors
- Targets
- The Family Firm
- Sellers
- The Family Firm, Kate Fries, Stacy Bakri
- Industry
- Financial Services
- Location
- Maryland, United States
- Transaction Type
- Buyout
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