Company deal history

Beacon Pointe Advisors deals

Beacon Pointe Advisors appears in 3 deals in our coverage since Oct 21, 2026: 3 as a buyer.

Deals: 3
Stories: 3
Announced value: —

2026

Bought Edge Wealth Management, LLC
Undisclosed
- Beacon Pointe acquires New York's Edge Wealth ManagementNov 11, 2026
Bought ACT Wealth Management, LLC
Undisclosed
- Beacon Pointe acquires pilot-focused ACT Wealth ManagementNov 4, 2026
Bought WorthPointe, Silver Lake Capital Partners, R Meier Wealth Management
Undisclosed
- Beacon Pointe adds three RIAs, reaching $70BOct 21, 2026

The deal and value counts above cover our own reporting, not the company's full history. They update as new editions publish, and announced value adds up announced prices only, once per deal. Not investment advice.