The addition strengthens Beacon Pointe’s ability to provide specialized financial guidance to airline professionals and their families.
NEWPORT BEACH, Calif., Nov. 3, 2026 – Beacon Pointe Advisors (“Beacon Pointe”) announces its acquisition of ACT Wealth Management, LLC (“ACT”), a wealth management firm with offices in Allen, Texas, and Raleigh, North Carolina. The addition brings Beacon Pointe’s total assets under advisement to approximately $71 billion and adds specialized experience serving airline professionals and their families.
Founded in 2010 by Daniel (“Dan”) E. Archer, Jr., CFP®, Brennan G. Cross, MBA, and Ray B. Tanner, Jr., ACT serves affluent clients nationwide. Its approach centers on understanding each client’s circumstances, developing individualized investment portfolios, and coordinating with accountants, attorneys, and other professionals to help clients address interconnected financial priorities. ACT advises on approximately $637 million in assets under management.
A distinctive element of ACT’s practice is its work with airline pilots, crew members and their families, relationships its principals have cultivated since 1996. The firm helps clients evaluate airline retirement benefits, consider early versus normal retirement, and plan for distributions, required minimum distributions, and Roth IRA conversions. This experience informs advice tailored to the financial decisions facing airline families before and throughout retirement.
“What drew us to Beacon Pointe was its ability to grow with our clients. As their needs evolve – whether through more comprehensive financial planning, legacy planning or the next stage of life – we want to be ready to serve them well into the future,” says Dan Archer, CFP®, Partner and Managing Director. “Beacon Pointe gives us the resources and expertise to do exactly that while preserving the personal relationships and dedicated service that have always defined ACT Wealth Management. We’re excited about what this means for the families we serve and for the next chapter of our firm.”
Partner and Managing Director, Brennan Cross, MBA, adds, “I would personally say that Beacon Pointe just feels like home to us after knowing Matt [Cooper] and keeping up with the firm’s success for over 15 years now. Just like having a certain level of comfort and trust with us is important to our clients, we felt the same when ultimately choosing a partner, and we found that with Beacon Pointe.”
The addition connects ACT’s personalized planning approach with Beacon Pointe’s allWEALTH® framework, bringing investment management and comprehensive wealth planning together around each client’s priorities. The combination is intended to support ACT’s specialized client work with the resources of a national advisory organization.
“ACT brings experience with a client community whose retirement decisions require a close understanding of both employer benefits and broader family priorities,” says Beacon Pointe CEO Matt Cooper. “That perspective complements our comprehensive approach to wealth management. We see an opportunity to support the team’s specialized work while bringing additional planning and investment resources to the individuals and families they serve.”
The acquisition of ACT Wealth Management, LLC formally closed on October 31, 2026. Advisor Growth Strategies served as an advisor to the ACT transaction. With this transaction, Beacon Pointe Advisors now oversees approximately $71 billion in client assets under advisement, supported by more than 850+ team members across 95+ offices nationwide.
Representatives from Beacon Pointe Advisors and ACT Wealth Management are available for interviews upon request.
You can read the full press release distributed nationally here.
About Beacon Pointe Advisors:
Beacon Pointe Advisors is one of the nation’s largest registered investment advisers (RIAs), with offices and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic, holistic wealth plans through our proprietary allWEALTH® approach. For more information on Beacon Pointe Advisors, please visit www.BeaconPointe.com.
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Media Contact:
Sydney Alacano
(949) 721-1792
Important Disclosure: Beacon Pointe Firm Data as of 10/30/26, total firm assets include approximately $68.7 billion in assets under management (“AUM”) and approximately $2.9 billion in assets under advisement (“AUA”). AUM are assets the firm manages on both a discretionary and non-discretionary basis. AUA are assets on which Beacon Pointe advises but does not provide regular supervisory and management services (e.g., consulting services).