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

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 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 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 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 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.

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.