Beacon Pointe Advisors Acquires Litman Gregory Wealth Management from iM Global Partner

iM Global Partner Acquires Litman Gregory

March 9, 2021

Financial Services

iM Global Partner entered into a definitive agreement to acquire Litman Gregory, a San Francisco Bay Area wealth and asset management boutique overseeing roughly $6.2 billion in assets, with regulatory approval expected in Q2 2021. Rosemont Partners III, LP agreed to sell its minority equity interest as part of the transaction; iM Global Partner plans to operate Litman Gregory as a separate business unit to preserve its independence and client relationships.

Beacon Pointe Advisors Acquires Landmark Wealth Management Group

October 15, 2024

Wealth Management

Beacon Pointe Advisors has acquired Landmark Wealth Management Group, a Lake Elmo, Minnesota-based RIA that oversees approximately $1 billion in client assets. The deal (closed October 15, 2024) gives Beacon Pointe its first formal office presence in Minnesota and expands its national footprint and advisory team.

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.

Beacon Pointe Advisors Acquires Joslin Capital Advisors

May 31, 2024

Financial Services

Beacon Pointe Advisors has partnered with Redmond-based Joslin Capital Advisors in a strategic acquisition that closed on May 31, 2024. The acquisition brings approximately $775 million in client assets under advisement to Beacon Pointe and expands its presence in the Pacific Northwest while integrating Joslin's team into Beacon Pointe's national RIA platform.

Beacon Pointe Advisors Acquires Six Independent RIAs, Adding $2.7B AUA

July 8, 2025

Financial Services

Beacon Pointe Advisors (Newport Beach, CA) acquired six independent registered investment advisory firms — Hart & Patterson Financial Group, Heritage Financial Planning, Jentner Wealth Management, Michael A. Dubis Financial Planning, Ng Wealth Advisors, and Waypoint Wealth Partners — adding roughly $2.7 billion in AUA and bringing Beacon Pointe's total AUA to ~ $47 billion. The deals expand Beacon Pointe's national footprint with new offices and advisory teams across Massachusetts, Texas, Ohio, Wisconsin, and California.

Beacon Pointe Advisors Acquires Hemington Wealth Management

November 19, 2025

Financial Services

Beacon Pointe Advisors has acquired Hemington Wealth Management, a female-founded RIA with approximately $1.2 billion in client assets and a 16-person team operating from Falls Church, Virginia and Chicago, Illinois. The deal, which closed November 15, 2025, increases Beacon Pointe's assets under advisement to about $55 billion and strengthens its women-centered advisory capabilities.