Signature Estate & Investment Advisors Acquires Beverly Investment Advisors

Signature Estate & Investment Advisors Acquires Cedar Brook Group

April 30, 2024

Wealth Management

Signature Estate & Investment Advisors (SEIA) has entered into a definitive agreement to acquire Cedar Brook Group, a Cleveland-based RIA with approximately $2 billion in AUM. The deal, expected to close in June 2024, is an add-on to SEIA’s PE-backed platform (Reverence Capital Partners) and expands SEIA’s footprint into the Midwest, bringing pro forma AUM to over $22 billion and roughly 155 employees/advisors across 20 offices.

Beacon Pointe Advisors Acquires The Financial Advisors

January 15, 2026

Wealth Management

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.

Allegis Advisor Group Acquires Beacon Financial, Inc.

October 6, 2020

Financial Services

Allegis Advisor Group has acquired Beacon Financial, Inc., a national insurance marketing organization that specializes in annuities, life insurance and Medicare, and will merge Beacon into Allegis. The deal expands Allegis's capabilities and talent pool to provide affiliated advisors broader insurance solutions, Medicare planning, lead generation and advanced market support.

Beacon Pointe Advisors Acquires The Family Firm (Bethesda RIA)

September 15, 2025

Financial Services

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.

Bluespring Wealth Partners Acquires Signature Wealth

November 6, 2025

Financial Services

Bluespring Wealth Partners has acquired Pittsburgh-based Signature Wealth, an RIA overseeing approximately $1.41 billion in client assets. The deal advances Bluespring's national expansion while providing Signature Wealth with scale, back-office capabilities, and continuity planning.

Bowman Consulting Acquires SEI Professional Services (SEI Engineering)

November 7, 2022

Energy

Bowman Consulting Group Ltd. (Bowman) has acquired SEI Engineering, LLC (operating as SEI Professional Services), a Paonia, Colorado-based provider of engineering, design and commissioning services for utility and commercial-scale solar and battery storage projects. The deal, financed with cash and seller notes, is expected to add approximately $1.5 million of annualized net service billing and strengthen Bowman's renewable energy planning, engineering and commissioning capabilities.