RIA · Independent channel
The Financial Advisors
Acquired by Beacon Pointe Advisors · January 2026
Employee-owned RIA in Andover and Newburyport, MA acquired by Beacon Pointe Advisors.
- Website
- the-financial-advisors.com
- Regulator record
- THE FINANCIAL ADVISORS, 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
$1.2B
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 The Financial Advisors in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 1
Teams leaving The Financial Advisors in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Feb 24 | Acquisition | The Financial AdvisorsAndover, MA Newburyport, MA |
Beacon Pointe AdvisorsRIA | $1.2B | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.