The addition of Litman Gregory Wealth Management raises Beacon Pointe’s assets under advisement to $61 billion.

Meanwhile, Beacon Pointe and Elevation Point have each announced transactions involving billion-dollar-plus wealth firms with ...

M Global Partner, an asset management network operating in the U.S. and Europe, has sold an RIA it acquired in 2021 to Beacon ...

M Global Partner ("iMGP") and Beacon Pointe Advisors ("Beacon Pointe") today jointly announced that Litman Gregory Wealth Management ("Litman Gregory"), a $2.7 billion registered investment adviser ...

California-based RIA integrator Beacon Pointe Advisors completed its largest 2023 acquisition to date on April 15, adding more than $1 billion in assets and offices in New York City and Long Island.

Beacon Pointe is ending the year with a bang as it seals two RIA partnerships to push it over a key asset milestone. Beacon Pointe's two latest acquisitions, announced Tuesday, bring the firm’s total ...

KKR has agreed to invest in Beacon Pointe, a Newport Beach, California-based registered investment advisor. No financial terms were disclosed. As a result of this transaction, Abry Partners will exit ...

From left to right, Beacon Pointe Advisors Chief Practice Officer Commie Stevens, CEO Shannon Eusey and President Matt Cooper's Newport Beach, California-based firm will be recapitalized under a ...

Newport Beach, Calif.-based Beacon Pointe Advisors today announced that it has acquired CBD Wealth Managment, a Louisiana registered investment advisor with $690 million in assets under management and ...

NEWPORT BEACH, Calif. and NEW YORK, Nov. 15, 2021 /PRNewswire/ -- Beacon Pointe, LLC, parent company to Beacon Pointe Advisors, LLC ("Beacon Pointe" or the "Company") and KKR, a leading global ...