BridgePort Financial Solutions Acquires PearTree Advisory Group and Premier Wealth Advisors

Beacon Pointe Advisors Acquires Bridge Advisory and Charleston Investment Advisors

October 1, 2024

Wealth Management

Beacon Pointe Advisors has acquired Bridge Advisory (Pasadena/Newport Beach, CA) and agreed to acquire Charleston Investment Advisors (Mt. Pleasant, SC), adding approximately $600 million in client assets and bringing Beacon Pointe's assets under advisement to just under $37 billion. Bridge Advisory's 10-person team and Charleston's founder Stephanie W. Mackara will join Beacon Pointe as partners; financial terms were not disclosed.

Beacon Pointe Advisors Acquires Three Advisory Teams

February 7, 2026

Financial Services

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.

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.

Pivotree Acquires Bridge Solutions Group

August 26, 2021

IT Services

Pivotree Inc. entered into a definitive agreement to acquire Bridge Solutions Group Corp., a supply-chain service provider specializing in order management, warehouse management (Yantra WMS/IMS/Control Tower) and application integration. The total purchase consideration is USD$6.0 million (USD$5.0 million cash plus 194,459 common shares) with potential earn-outs tied to gross profit growth; the deal expands Pivotree's end-to-end frictionless commerce and supply chain capabilities.

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.

Advisor Group Acquires American Portfolios Financial Services, Inc.

June 22, 2022

Financial Services

Advisor Group announced a definitive agreement to acquire American Portfolios Financial Services, Inc., a full-service independent broker-dealer headquartered in Holbrook, New York. The firm — which supports more than 850 financial professionals across nearly 400 branches and manages about $40 billion in client assets — will remain branded and operationally independent; Lon T. Dolber will join Advisor Group as Vice Chairman. The deal, backed by Reverence Capital Partners, is subject to FINRA and other regulatory approvals and expands Advisor Group's network and capabilities for its financial professionals.