Beacon Pointe Advisors Acquires The Financial Advisors
January 15, 2026
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.
- Buyers
- Beacon Pointe Advisors
- Targets
- The Financial Advisors
- Sellers
- The Financial Advisors
- Industry
- Wealth Management
- Location
- Massachusetts, United States
- Transaction Type
- Buyout
Explore More
Build a buyer list for your deal
Find active buyers from recent acquisition patterns and move straight into outreach.