Beacon Pointe Continues Texas Expansion with Third Office in DFW Region
Beacon Pointe Advisors announces its latest partnership with Rosenthal Retirement Planning (“Rosenthal”), based in Fort Worth, TX.
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Jameson Van Houten and Beacon Pointe’s Arizona Presence with Latest Acquisition in Scottsdale, AZ
Beacon Pointe Advisors multiplied its presence in the state of Arizona with its seventh acquisition in 2021, adding $430M Stonegate....
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Beacon Pointe Moves the (Space) Needle with Latest Acquisition in Seattle, WA
As the second acquisition in the span of 30 days, $500M Rainier becomes Beacon Pointe’s 25th nationwide office.
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Beacon Pointe Soaks in the Rocky Mountain View in Denver, CO
Beacon Pointe Advisors has closed another substantial acquisition, partnering with Northstar Investment Advisors based in Denver, CO.
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Beacon Pointe and DMJ Wealth Advisors Join Forces in M&A Partnership
Beacon Pointe Advisors has just closed another material acquisition, this time heading back to the Carolinas to partner with DMJ...
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Beacon Pointe Advisors and Peer Analytics Launch Unique Analytics That Change the Way the Insurance Industry Approaches Investment Oversight
Beacon Pointe Advisors—an independent advisory firm dedicated to providing clients investment and financial guidance—and Peer Analytics...
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Texas Roundup! Beacon Pointe Acquires Another RIA in the Lonestar State – D.R. Saur Financial
Beacon Pointe Advisors (“Beacon Pointe”) acquires its second Dallas based firm this month, adding $230M D.R. Saur Financial (“D.R. Saur”)...
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$1B Wealthstreet Investment Advisors Chooses Partnership with Beacon Pointe
Beacon Pointe Advisors (“Beacon Pointe”) has just closed its largest acquisition to-date, partnering with Wealthstreet Investment Advisors...
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Beacon Pointe Advisors Hires Two Execs, A CFO and a Director of Risk Management and Securities Research
Beacon Pointe Advisors has hired Julien Frazzo to the newly created role of Director of Risk Management and Securities Research…
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