News, Comment & Analysis results for Beacon Pointe
Beacon Pointe Buys Three Firms As Purchases Continue
The Newport Beach, California-based RIA has added about $1.35 billion in client assets through
RIA M&A Volume Dips, But Demand For Large Firms Still Strong
Among the details of this report is that serial acquirers dominate the buyer side, accounting for
Beacon Pointe Adds C-Suite Expertise In Growth, Risk And Compliance Fields
The appointments come at what has been a strong period of acquisition activity for the RIA.
CAIS Raises $170 Million In Financing Round
The firm is one of those businesses that have ridden the wave of rising interest in private markets
Advisor Consolidation, US-UK Dealflow Strong; Australia Offers Promise – Report
At the half-way point of 2026, a firm examines transaction trends for wealth management in three
Have RIA M&A Valuations Peaked?
RIA valuations are not rising, even though competition for deals is strong and private equity money
Finance Leadership Drives Confidence Among Women – Beacon Pointe
While most of those surveyed don't say they are highly confident at handling money, the survey also
Beacon Pointe Adds Massachusetts RIA
Beacon Pointe Advisors has been among the most vigorous acquirers of RIAs in recent months.
Beacon Pointe Tops First-Quarter Acquisition Charts; M&A Remains Brisk – Data
The acquisitive-minded wealth manager continues the brisk pace of deals, as fresh industry figures
Deals Of The Day: The Latest In Wealth Management M&A – Beacon Pointe, MGB, Pacifica
The latest mergers, acquisitions and other corporate actions in the wealth management sector.