Modera Wealth Management Acquires Bay Point Wealth

Modera Wealth Management Acquires Bernhardt Wealth Management (McLean, VA)

November 22, 2022

Wealth Management

Modera Wealth Management expanded into Northern Virginia by acquiring the Bernhardt Wealth Management team in November 2022. The entire Bernhardt team (including Gordon Bernhardt, Tim Koehl and Solon Vlasto) joined Modera to strengthen Modera’s fee-only wealth management footprint and client service capabilities in Virginia.

Modera Wealth Management Acquires Ferrentino & Associates

September 3, 2025

Accounting & Tax

Modera Wealth Management announced it has acquired Ferrentino & Associates, a New Jersey-based accounting firm led by Gary Ferrentino, to expand Modera’s in-house tax capabilities. Gary Ferrentino and his team will join Modera’s tax group—strengthening the firm’s tax planning, preparation, and consulting services for high-net-worth individuals, small business owners, estates, and trusts.

Beacon Pointe Advisors Acquires Three RIA Teams: Alderfer Bergen, Moser Wealth Advisors and Amore Ambro

September 9, 2025

Wealth Management

Beacon Pointe Advisors has acquired three independent RIA teams — Alderfer Bergen & Co. (Warsaw, IN), Moser Wealth Advisors (Bellevue, WA) and Amore Ambro, LLC (Jericho, NY) — expanding its nationwide footprint and bringing Beacon Pointe's assets under advisement to approximately $48 billion. The deals closed in August and September 2025 and add approximately $1.085 billion in client assets across the three teams ($650M, $270M, and $165M respectively), strengthening Beacon Pointe's wealth-management and tax-planning capabilities in key regions.

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 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.

Wealth Enhancement Group Acquires Piermont Wealth Management Inc.

March 28, 2024

Financial Services

Wealth Enhancement Group announced the acquisition of Piermont Wealth Management Inc., an independent RIA with approximately $226 million in client assets. The deal expands Wealth Enhancement Group’s presence in Florida (its 12th Florida office) and increases the firm’s total client assets to more than $79 billion.