Beacon Pointe Advisors Acquires Three Advisory Teams
February 7, 2026
Beacon Pointe Advisors acquired three registered investment advisor teams—Financial Planning Solutions (Newton, MA), Voyager Wealth Management (Lake Geneva, WI), and InvestmentHunter Wealth Services (Argyle/Fort Worth, TX)—bringing the firm's assets under advisement to approximately $62 billion. The transactions closed in November and December 2025 and add ~$350M, ~$229M, and ~$153M in client assets respectively while expanding Beacon Pointe's national footprint and advisory capabilities.
- Buyers
- Beacon Pointe Advisors
- Targets
- Financial Planning Solutions, LLC, Voyager Wealth Management, InvestmentHunter Wealth Services
- Sellers
- Financial Planning Solutions, LLC, Voyager Wealth Management, InvestmentHunter Wealth Services
- Industry
- Financial Services
- Location
- United States
- Transaction Type
- Buyout
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