Beacon Pointe Moves the (Space) Needle with Latest Acquisition in Seattle, WA
September 1, 2021
As the second acquisition in the span of 30 days, $500M Rainier becomes Beacon Pointe’s 25th nationwide office.
Thought Leadership
A focus on and dedication to education is a Beacon Pointe hallmark. Here you’ll find informative articles on a wide variety of topics.
Beacon Pointe Soaks in the Rocky Mountain View in Denver, CO
August 17, 2021
Beacon Pointe Advisors has closed another substantial acquisition, partnering with Northstar Investment Advisors based in Denver, CO.
Beacon Pointe and DMJ Wealth Advisors Join Forces in M&A Partnership
May 4, 2021
Beacon Pointe Advisors has just closed another material acquisition, this time heading back to the Carolinas to partner with DMJ...
Beacon Pointe Advisors and Peer Analytics Launch Unique Analytics That Change the Way the Insurance Industry Approaches Investment Oversight
April 27, 2021
Beacon Pointe Advisors—an independent advisory firm dedicated to providing clients investment and financial guidance—and Peer Analytics...
Texas Roundup! Beacon Pointe Acquires Another RIA in the Lonestar State – D.R. Saur Financial
April 21, 2021
Beacon Pointe Advisors (“Beacon Pointe”) acquires its second Dallas based firm this month, adding $230M D.R. Saur Financial (“D.R. Saur”)...
$1B Wealthstreet Investment Advisors Chooses Partnership with Beacon Pointe
April 8, 2021
Beacon Pointe Advisors (“Beacon Pointe”) has just closed its largest acquisition to-date, partnering with Wealthstreet Investment Advisors...
Beacon Pointe Advisors Hires Two Execs, A CFO and a Director of Risk Management and Securities Research
March 30, 2021
Beacon Pointe Advisors has hired Julien Frazzo to the newly created role of Director of Risk Management and Securities Research…
Beacon Pointe Advisors Announces Acquisition of Wealth Design, LLC
March 1, 2021
Beacon Pointe Advisors (“Beacon Pointe”) jump-starts the year with the acquisition of Wealth Design, LLC ("Wealth Design"), a $350M AUM...
Beacon Pointe Advisors Announces Merger with CBD Wealth Management
November 24, 2020
Beacon Pointe Advisors announces their most recent merger involving CBD Wealth Management (“CBD”), a wealth management firm...