Deals
Beacon Pointe adds $1.35bn through triple deal
The acquisitive RIA has purchased $1bn WorthPointe Financial Planners, $200m Silver Lake Capital Partners and $150m R Meier Wealth Management.
Summary as published by Citywire RIA
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More on Beacon Pointe
Beacon Pointe hub →Wealth Solutions Report · Oct 21, 9:06 AM ET
Beacon Pointe Acquires Three RIAs Managing $1.35 BillionAdvisorHub · Oct 21, 3:06 AM ET
Beacon Pointe Buys Billion-Dollar Planning Firm in San DiegoWealthManagement.com · Oct 20, 1:24 PM ET
Beacon Pointe Adds Three Teams with $1.2B in AssetsInvestmentNews · Oct 20, 11:40 AM ET
RIA moves: Beacon Pointe makes deal hat trick, adding $1.35 billion
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