ria

Beacon Pointe Advisors

NEWPORT BEACH, CA

CRD: 119290

In network coverage since August 26, 2026 · 16+ stories

$54.9BRegulatory AUMSEC Form ADV · Oct 17

780EmployeesForm ADV

10Deals on our tracker

Regulatory AUM · Aug 29 – Oct 17

Deal recordFull tracker →

Oct 19, 26Deal announcedWorthPointe Financial Planners · Silver Lake Capital Partners · R Meier Wealth Management · $1.4B — coverage

Oct 19, 26Deal closedWorthPointe Financial Planners · Silver Lake Capital Partners · R Meier Wealth Management — coverage

Oct 14, 26Deal closed — coverage

Oct 14, 26Deal closedWorthPointe Financial Planners · $1B — coverage

Oct 14, 26Deal closedWorthPointe · $1B — coverage

Oct 14, 26Deal closed — coverage

Sep 14, 26Deal closedSilver Lake Capital Partners · $200M — coverage

Jun 30, 26Deal closedR Meier Wealth Management · $150M

Network coverage

M&A

Deal lawyer Corey Kupfer predicts an RIA IPO within two years

Mercer Advisors refinanced $1.9 billion of private debt and Beacon Pointe closed a $1.2 billion raise, capital Kupfer links to the push toward a listing.

advisor_note · Oct 22Beacon Pointe to buy $1B WorthPointe without founder Van Slyke

exit · Oct 21Beacon Pointe buys $1B WorthPointe; founder Van Slyke won't join

exit · Oct 20Beacon Pointe adds $1.35 billion in client assets; Wealthspire buys Atlantic Swiss

M&A · Oct 20Beacon Pointe closes three RIA deals, lifting assets under advisement to about $70 billion

The Close · Oct 20Beacon Pointe adds $1.35B across three RIAs, passing $70B

practice · Oct 19ShinyHunters claimed client data theft at Mercer and Beacon Pointe

exit · Oct 15Mercer Advisors refinances $1.9 billion in first broadly syndicated loan

M&A · Oct 15Mercer Advisors refinances $1.9B into first syndicated loan

M&A · Oct 6Aspen Standard Wealth buys Cullen Investment Group, its fourth deal of 2026

The Close · Sep 13The AI wealth fight is now over distribution

The Close · Sep 12RIA M&A's scarce input is now the post-close operator

the_tape · Sep 9The wirehouse liftout turns inward

Features · Sep 9The RIA talent war moves to the operating suite

Moves · Sep 8Beacon Pointe hires BlackRock, Vanguard executives for integration and risk

M&A · Aug 26RIA M&A assets nearly double on fewer, bigger deals