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 ...

Beacon Pointe Advisors today closed its largest acquisition to date, partnering with Wealthstreet Investment Advisors, a Dallas, Texas-based registered investment advisor with $1 billion in assets ...

Beacon Pointe Advisors has acquired Litman Gregory Wealth Management, a $2.7 billion registered investment adviser based in Larkspur and Walnut Creek, Calif. Litman Gregory, which also has an office ...

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 ...

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 ...

Beacon Pointe Advisors has taken another step in its continuing inorganic growth strategy by welcoming a powerhouse team in the Midwest. The RIA announced on Wednesday that it has acquired Landmark ...

A California-based investment advisory firm has acquired Hemington Wealth Management, a Falls Church wealth management firm that also has an office in Chicago. A spokesperson for Beacon Pointe ...

Beacon Pointe Advisors, a national registered investment advisor (RIA) with headquarters in southern California, has expanded its footprint to Ohio with a strategic acquisition of Jentner Wealth ...