RIA · Independent channel
Beacon Pointe Advisors
Includes the history of WorthPointe (acquired October 2026) · Silver Lake Capital Partners (acquired September 2026) · R Meier Wealth Management (acquired July 2026) · Financially In Tune (acquired May 2026) · MGB Wealth Management (acquired March 2026) · Pacifica Wealth Advisors (acquired March 2026) · The Financial Advisors (acquired January 2026) · Litman Gregory Wealth Management (acquired December 2025) · Financial Planning Solutions (acquired December 2025) · InvestmentHunter Wealth Services (acquired December 2025) · Voyager Wealth Management (acquired November 2025) · Waypoint Wealth Partners (acquired June 2025) · Jentner Wealth Management (acquired June 2025) · Ng Wealth Advisors (acquired May 2025) · Hart & Patterson Financial Group (acquired May 2025) · Michael A. Dubis Financial Planning (acquired May 2025)
Join Beacon Pointe Advisors as an established advisor or team within its integrated advisory business.
- Website
- beaconpointe.com
- Regulator record
- BEACON POINTE ADVISORS, LLC (SEC)
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Arrivals came from
Origin firms, by number of teams
Arrivals 11
Teams joining Beacon Pointe Advisors in 2026. Open a team for its source record.
| Date | Pattern | Team / advisor(s) | From | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 20 | Acquisition | R Meier Wealth ManagementFort Atkinson, WI | R Meier Wealth ManagementRIAacquired by Beacon Pointe Advisors, Jul 2026 | $150M | Press Release |
| Oct 20 | Acquisition | Silver Lake Capital PartnersDallas, TX | Silver Lake Capital PartnersRIAacquired by Beacon Pointe Advisors, Sep 2026 | $200M | Press Release |
| Oct 20 | Acquisition | WorthPointeAustin, TX Tyler, TX San Diego, CA |
WorthPointeRIAacquired by Beacon Pointe Advisors, Oct 2026 | $1.0B | Press Release |
| May 19 | Acquisition | Financially In TuneStoneham, MA | Financially In TuneRIAacquired by Beacon Pointe Advisors, May 2026 | $360M | InvestmentNews |
| Mar 27 | Acquisition | MGB Wealth ManagementAddison, TX | MGB Wealth ManagementRIAacquired by Beacon Pointe Advisors, Mar 2026 | $475M | Wealth Management |
| Mar 27 | Acquisition | Pacifica Wealth AdvisorsFranklin, TN Irvine, CA |
Pacifica Wealth AdvisorsRIAacquired by Beacon Pointe Advisors, Mar 2026 | $220M | Wealth Management |
| Feb 24 | Acquisition | The Financial AdvisorsAndover, MA Newburyport, MA |
The Financial AdvisorsRIAacquired by Beacon Pointe Advisors, Jan 2026 | $1.2B | Press Release |
| Feb 3 | Acquisition | Financial Planning SolutionsNewton, MA | Financial Planning SolutionsRIAacquired by Beacon Pointe Advisors, Dec 2025 | $350M | Press Release |
| Feb 3 | Acquisition | InvestmentHunter Wealth ServicesFort Worth, TX | InvestmentHunter Wealth ServicesRIAacquired by Beacon Pointe Advisors, Dec 2025 | $153M | Press Release |
| Feb 3 | Acquisition | Voyager Wealth ManagementLake Geneva, WI | Voyager Wealth ManagementRIAacquired by Beacon Pointe Advisors, Nov 2025 | $229M | Press Release |
| Jan 13 | Acquisition | Litman Gregory Wealth ManagementLarkspur, CA Walnut Creek, CA St. Louis, MO |
Litman Gregory Wealth ManagementRIAacquired by Beacon Pointe Advisors, Dec 2025 | $2.7B | Press Release |
Departures 0
Teams leaving Beacon Pointe Advisors in 2026.
No recorded departures in 2026.
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.