RIA · Independent channel
WorthPointe
WorthPointe Financial Planners
Acquired by Beacon Pointe Advisors · October 2026
Wealth management firm with offices in Austin and Tyler, Texas, and San Diego and Orange County, California (SEC CRD 143996); acquired by Beacon Pointe in October 2026.
- Website
- Not listed
- Regulator record
- WORTHPOINTE (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
$1.0B
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 WorthPointe in 2026. Open a team for its source record.
No recorded arrivals in 2026.
Departures 1
Teams leaving WorthPointe in 2026.
| Date | Pattern | Team / advisor(s) | To | Reported assets | Source |
|---|---|---|---|---|---|
| Oct 20 | Acquisition | WorthPointeAustin, TX Tyler, TX San Diego, CA |
Beacon Pointe AdvisorsRIA | $1.0B | Press Release |
Data through October 31, 2026. See the methodology for how transactions, assets and sources are defined.