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Deals Of The Day: The Latest In Wealth Management M&A – Beacon Pointe Acquires Three RIAs
Editorial Staff
4 February 2026
Beacon Pointe Advisors -- Financial Planning Solutions advises on about $350 million in client assets;
Beacon Pointe Advisors has added three RIAs with assets collectively at $732 million, taking total assets under advisement to about $62 billion.
These acquired firms, for undisclosed sums, are Financial Planning Solutions, , Voyager Wealth Management , and InvestmentHunter Wealth Services :
-- Voyager Wealth Management has about $229 million in client assets; and
-- InvestmentHunter Wealth Services is a $153M AuM advisory firm.
Beacon Pointe’s acquisition of Financial Planning Solutions formally closed on December 31, 2025. DeVoe & Co. served as advisor to the Financial Planning Solutions. The acquisition of Voyager Wealth Management formally closed on November 15, 2025. The acquisition of InvestmentHunter Wealth Services formally closed on December 31, 2025. Bridgemark Strategies served as advisor to the InvestmentHunter Wealth Services transaction.