AcquisitionM&A
Beacon Pointe Advisors Acquires Two Firms, Adding $695M AUM
•March 24, 2026
•Mar 24, 2026
Participants
Deal Summary
Beacon Pointe Advisors announced the acquisition of two undisclosed firms, expanding its footprint across Texas, Tennessee, and California. The acquired firms together manage $695 million in assets under management, increasing Beacon Pointe's total AUM.
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