Displaying 17 results
Beacon Pointe breaks into mid-Atlantic market with deal for $560M firm
The RIA’s first M&A transaction in Maryland sees it snap up Keeney Financial Group, a 10-member team.
Beacon Pointe adds $2 billion team from UBS
Russell Crow and William Diehl head the Dallas-based group.
Beacon Pointe buys $1 billion RIA to expand operations in New York City
YorkBridge, Beacon Pointe's largest acquisition so far in 2023, was founded in 2016 by Carrie Gallaway and Andrew Stern.
Beacon Pointe acquires $600 million bank unit in Texas
Benchmark Private Wealth Management, with offices in Dallas, Waco, Plano, Austin and Houston, will retain its ties to Benchmark Bank.
RIA consolidation on track for another record year, Echelon reports
Three straight quarters of declining deal volume doesn't derail the bigger M&A trend in wealth management.
Beacon Pointe buys firms managing $550 million
The acquisitions add presence in Carlsbad, California, and Indianapolis.
Beacon Pointe adds $678 million RIA
Pacific Edge Advisors constitutes a hometown acquisition for Beacon Pointe.
KKR invests in RIA Beacon Pointe
The woman-led management team retains a majority stake in the firm, while investor Abry Partners is exiting.
Beacon Pointe acquires $430 million RIA
Stonegate Capital Advisors will merge with the firm’s existing office in Scottsdale, Arizona.
Beacon Pointe acquires $500 million Seattle RIA
Rainier Financial Group is the firm's first acquisition in the Pacific Northwest.
Beacon Pointe buys $1 billion Denver RIA
Northstar Investment Advisors is latest acquisition by Newport Beach, California-based Beacon Pointe.
Beacon Pointe acquires $610 million North Carolina RIA
DMJ Wealth Advisors, which has four offices throughout the state, will be renamed Beacon Pointe North Carolina.
Beacon Pointe acquires $230 million Texas RIA
D.R. Saur Financial will be integrated into Beacon Pointe’s Plano, Texas, office.
Beacon Pointe acquires Texas-based Wealthstreet
The deal will add more than $1 billion to Beacon Pointe's assets under management.
Beacon Pointe acquires $350 million RIA
The deal for Wealth Design adds to the firm's footprint in Silicon Valley.
Beacon Pointe acquires Heller Wealth Advisers and $390 million in AUM
Heller adds metro New York footprint to Southern California-based RIA firm.
Beacon Pointe Wealth Advisors buys RIA in Dallas area
Ironmark, which has $340 million of assets, sought scale and resources to compete for clients.
