Beacon Pointe adds six RIAs in two-month acquisition spree, boosting AUM by $2.7B

Beacon Pointe Advisors has quietly acquired six RIA firms in a two-month span, expanding its national footprint and adding approximately $2.7 billion in assets under advisement.

The deals, revealed Tuesday, bring the Newport Beach, California-based firm's total client assets to about $47 billion as it expands in key markets, including one move that marks its entrance into Ohio.

The acquired firms include:

• Waypoint Wealth Partners in Mill Valley, California;
• Hart & Patterson Financial Group in Amherst, Massachusetts;
• Heritage Financial Planning in Dallas;
• Jentner Wealth Management in Akron, Ohio;
• Michael A. Dubis Financial Planning in Middleton, Wisconsin; and
• Ng Wealth Advisors in Pleasant Hill, California

"Each team not only embodies the core values that define Beacon Pointe, but also brings their own signature strengths, specialized expertise, and thoughtfully crafted approaches to client care that enrich our broader offering," Beacon Pointe CEO Shannon Eusey and President Matt Cooper said in a joint statement Tuesday.

With these transactions, Beacon Pointe now operates more than 65 offices across the US and employs over 600 people.

Waypoint Wealth Partners is the largest of the six acquired firms by assets, with more than $1 billion under management. Led by Annette Brinton and Chuck Bowes, the 12-person team serves individuals, families, and business owners with customized financial planning aligned with client life milestones. Waypoint expands Beacon Pointe’s presence in Northern California, where Ng Wealth Advisors will also be integrated.

Ng Wealth, a woman-led team overseeing $210 million in assets, is managed by founding partners Sally Ng, Jeanette Ng Urrutia, and Carla Yuan. The firm focuses on multigenerational financial planning and will operate alongside Beacon Pointe’s existing Bay Area offices.

In Massachusetts, Hart & Patterson adds $284 million in assets and brings a planning approach centered on the financial needs of women. The firm is led by Vikki Lenhart.

Heritage Financial Planning, based in Dallas, contributes $335 million in assets and further deepens Beacon Pointe’s presence in Texas, which now exceeds $6.2 billion in AUA. Founders Allison Geiger and Steve Blankenship lead a multigenerational team that includes advisors focused on retirement, insurance, and family planning.

Meanwhile the acquisition of Jentner Wealth Management marks Beacon Pointe’s first step into Ohio. The Akron-based firm, founded in 1984, brings $600 million in assets and is now led by Matthew Jentner, along with partners Dan Bloom and Seth Jentner. The team is known for multi-decade client relationships and intergenerational wealth strategies.

Middleton, Wisconsin-based Michael A. Dubis Financial Planning adds another $280 million in assets. The firm serves business owners, real estate professionals, and high-net-worth families across the Midwest and beyond.

"We’re proud to welcome these exceptional teams into the Beacon Pointe family," Eusey and Cooper said.

Apart from pursuing its inorganic strategy, Beacon Pointe has been beefing up its leadership with key hires. In May, it tapped Greg Mykytyn to help lead its retirement plan services division as partner and senior wealth advisor. Prior to that in February, it welcomed Ellevest alum Allison Kvikstad as partner and managing director, highlighting how her nearly three decades of experience would be instrumental as she contributes to the firm's Women's Advisory Institute.