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R Meier Wealth Management

In network coverage since October 20, 2026 · 4 stories
4Deals on our tracker
Deal recordFull tracker →
Oct 19, 26Deal announcedWorthPointe Financial Planners · Silver Lake Capital Partners · Beacon Pointe Advisors · $1.4B — coverage
Oct 19, 26Deal closedWorthPointe Financial Planners · Silver Lake Capital Partners · Beacon Pointe Advisors — coverage
Jun 30, 26Deal closedBeacon Pointe Advisors · $150M
Jun 30, 26Deal closedBeacon Pointe Advisors · $150M
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Beacon Pointe buys $1B WorthPointe; founder Van Slyke won't join

Terms were not disclosed; WorthPointe's Austin and Tyler offices become new Beacon Pointe locations.
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