RIA · Independent channel
Litman Gregory Wealth Management
Acquired by Beacon Pointe Advisors · December 2025
RIA in Larkspur and Walnut Creek, CA, previously owned by iM Global Partner, acquired by Beacon Pointe Advisors.
- Website
- lgam.com
- Regulator record
- LITMAN GREGORY WEALTH MANAGEMENT, LLC (SEC)
Recorded arrivals
0
Teams and practices joining in 2026
Recorded departures
1
Teams and practices leaving in 2026
Arrival assets
—
Reported practice assets · 0 of 0 disclosed
Departure assets
$2.7B
Reported practice assets · 1 of 1 disclosed
Arrivals and departures are counted separately, not netted.
Monthly arrivals by origin category
Where arriving teams came from, by month
Wirehouses, Banks & BDsRIAIndependent Broker-Dealer
Arrivals came from
Origin firms, by number of teams
No recorded arrivals in 2026.
Departures went to
Destination firms, by number of teams
Arrivals 0
Teams joining Litman Gregory Wealth Management in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 1
Teams leaving Litman Gregory Wealth Management in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Jan 13 | Acquisition | Litman Gregory Wealth ManagementLarkspur, CA Walnut Creek, CA St. Louis, MO |
Beacon Pointe AdvisorsRIA | $2.7B | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.