Operating Company Financial Services

Beacon Pointe Advisors

Newport Beach, California, United States

Beacon Pointe Advisors is an independent registered investment advisory (RIA) providing full-service financial planning and research-driven investment management for institutions, defined contribution plans, individuals, and families. The firm emphasizes fiduciary duty and states that it accepts no fees from the investment managers it recommends.

Focus Areas
Wealth management, Financial planning, Investment management

Tracked deals

12

12 tracked deals across 2024-2026.

Recent pace

6

6 tracked deals announced in the last 12 months.

Deal mix

Buyout

11 buyout · 1 addon

Beacon Pointe Advisors Acquisition Volume by Year

Last 3 years

Acquisition volume by year Annual acquisition counts for the last 3 years for Beacon Pointe Advisors. 4 2024 4 2025 ~5 est. 4 2026
Actual Full-year estimate

Supporting Data

Recent Transactions

  • Beacon Pointe Advisors Acquires Financially In Tune
    May 20, 2026
    Buyer
    Beacon Pointe Advisors
    Target
    Financially In Tune
    Industry
    Wealth Management
    Location
    Massachusetts, United States
    Type
    Addon

    Beacon Pointe Advisors welcomed Financially In Tune, a female-founded registered investment advisory (RIA) firm based in Stoneham, Massachusetts, to further expand its East Coast—particularly New England—presence. The acquisition formally closed on May 1, 2026, with Financially In Tune continuing under a fiduciary model and maintaining its leadership team.

  • Beacon Pointe Advisors Acquires MGB Wealth Management and Pacifica Wealth Advisors
    March 29, 2026
    Buyer
    Beacon Pointe Advisors
    Target
    MGB Wealth Management, Pacifica Wealth Advisors
    Seller
    Michael G. Bailey
    Industry
    Wealth Management
    Location
    United States
    Type
    Buyout

    Beacon Pointe Advisors acquired MGB Wealth Management and Pacifica Wealth Advisors to add a combined $695 million in client assets and expand its national footprint. The transactions closed in February 2026, with Pacifica Wealth Advisors completing its deal on February 15 and MGB Wealth Management finalizing on February 28; both firms adopted the Beacon Pointe brand.

  • Beacon Pointe Advisors Acquires Three Advisory Teams
    February 7, 2026
    Buyer
    Beacon Pointe Advisors
    Target
    Financial Planning Solutions, LLC, Voyager Wealth Management, InvestmentHunter Wealth Services
    Seller
    Financial Planning Solutions, LLC, Voyager Wealth Management, InvestmentHunter Wealth Services
    Industry
    Financial Services
    Location
    United States
    Type
    Buyout

    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
    Buyer
    Beacon Pointe Advisors
    Target
    The Financial Advisors
    Seller
    The Financial Advisors
    Industry
    Wealth Management
    Location
    Massachusetts, United States
    Type
    Buyout

    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 Litman Gregory Wealth Management from iM Global Partner
    December 31, 2025
    Buyer
    Beacon Pointe Advisors
    Target
    Litman Gregory Wealth Management
    Seller
    iM Global Partner
    Industry
    Financial Services
    Location
    California, United States
    Type
    Buyout

    Beacon Pointe Advisors has acquired Litman Gregory Wealth Management, a $2.7 billion registered investment adviser previously affiliated with iM Global Partner, in a deal that closed December 31, 2025. The acquisition expands Beacon Pointe's national footprint—strengthening its presence in Northern California and establishing a new office in Missouri—while adding an 18-person advisory team and specialist planning capabilities.

  • Beacon Pointe Advisors Acquires Hemington Wealth Management
    November 19, 2025
    Buyer
    Beacon Pointe Advisors
    Target
    Hemington Wealth Management
    Industry
    Financial Services
    Location
    Virginia, United States
    Type
    Buyout

    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 Sensible Financial Planning
    October 1, 2025
    Buyer
    Beacon Pointe Advisors
    Target
    Sensible Financial Planning
    Industry
    Financial Services
    Location
    Massachusetts, United States
    Type
    Buyout

    Beacon Pointe Advisors has acquired Sensible Financial Planning, a Waltham, Massachusetts-based wealth management firm with approximately $944 million in AUM. The acquisition, which closed October 1, 2025, expands Beacon Pointe's Boston-area presence and brings the firm's total assets under advisement to roughly $54 billion while preserving Sensible Financial's team and offices.

  • Beacon Pointe Advisors Acquires Six Independent RIAs, Adding $2.7B AUA
    July 8, 2025
    Buyer
    Beacon Pointe Advisors
    Target
    Hart & Patterson Financial Group, Heritage Financial Planning, Jentner Wealth Management, Michael A. Dubis Financial Planning, LLC, Ng Wealth Advisors, Waypoint Wealth Partners
    Industry
    Financial Services
    Location
    United States
    Type
    Buyout

    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 Artemis Financial Advisors and WhiteRock Wealth Management
    December 17, 2024
    Buyer
    Beacon Pointe Advisors
    Target
    Artemis Financial Advisors, WhiteRock Wealth Management
    Industry
    Wealth Management
    Location
    United States
    Type
    Buyout

    Beacon Pointe Advisors has acquired Artemis Financial Advisors (Boston, MA) and WhiteRock Wealth Management (Dallas, TX), adding roughly $613 million in assets under management and expanding its presence in the Boston and Dallas–Fort Worth markets. The two deals closed on November 30 and December 15, 2024, respectively; financial terms were not disclosed.

  • Beacon Pointe Advisors Acquires Bridge Advisory and Charleston Investment Advisors
    October 1, 2024
    Buyer
    Beacon Pointe Advisors
    Target
    Bridge Advisory, Charleston Investment Advisors
    Industry
    Wealth Management
    Location
    United States
    Type
    Buyout

    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 Joslin Capital Advisors
    May 31, 2024
    Buyer
    Beacon Pointe Advisors
    Target
    Joslin Capital Advisors
    Industry
    Financial Services
    Location
    Washington, United States
    Type
    Buyout

    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 Keeney Financial Group
    February 15, 2024
    Buyer
    Beacon Pointe Advisors
    Target
    Keeney Financial Group
    Industry
    Wealth Management
    Location
    Maryland, United States
    Type
    Buyout

    Beacon Pointe Advisors has merged with Keeney Financial Group, an RIA based in Columbia, Maryland, bringing roughly $560 million in client assets and a ten-person team into Beacon Pointe’s platform. The deal, Beacon Pointe’s first in the mid-Atlantic, closed on February 15, 2024; financial terms were not disclosed.

Related Acquisition Pages

Financial Services Buyers & Acquisitions 6 tracked deals by Beacon Pointe Advisors. Wealth Management Buyers & Acquisitions 6 tracked deals by Beacon Pointe Advisors. Acquisitions in Massachusetts 3 tracked deals by Beacon Pointe Advisors. Acquisitions in California 1 tracked deal by Beacon Pointe Advisors. Acquisitions in Maryland 1 tracked deal by Beacon Pointe Advisors. Acquisitions in Virginia 1 tracked deal by Beacon Pointe Advisors.

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