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Tuesday, October 27, 2026 · Today’s edition, 6:30 a.m. ETTue, Oct 27 · 6:30 a.m. editionSign inMy Desk 0EditionsSign in
Private Wealth Daily
ria

Beacon Pointe Advisors

NEWPORT BEACH, CA
CRD: 119290
In network coverage since October 6, 2026 · 16+ stories
$54.9BRegulatory AUMSEC Form ADV · Oct 24
780EmployeesForm ADV
10Deals on our tracker
Regulatory AUM · Aug 29 – Oct 24
Deal recordFull tracker →
Oct 19, 26Deal announcedWorthPointe Financial Planners · R Meier Wealth Management · Silver Lake Capital Partners · $1.4B — coverage
Oct 19, 26Deal closedWorthPointe Financial Planners · R Meier Wealth Management · Silver Lake Capital Partners — 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
Sep 14, 26Deal closedSilver Lake Capital Partners · $200M — coverage
Jun 30, 26Deal closedR Meier Wealth Management · $150M
Jun 30, 26Deal closedR Meier Wealth Management · $150M
Network coverage
Features

A buyer's deal pipeline is not collateral for an RIA sale

Wealth managers announced 156 deals and closed 50 in 90 days. Sellers should price the buyer on closes, committed capital and who stays.
Features · Oct 26Busiest RIA buyers average $679 million a deal, below the median
The Close · Oct 26Mariner seeks $150M term loan add-on, lifting debt to $1.3B
Features · Oct 26RIA sale prices turn on retention; the structure carries the multiple
Data · Oct 26Steward CEO Jim Gold says RIA deal volume may run five times reported
Features · Oct 26The $947 Million Median Is Not the Bid a Sub-$1B RIA Gets
M&A · Oct 22Deal lawyer Corey Kupfer predicts an RIA IPO within two years
The Advisor's Note · Oct 22Beacon Pointe to buy $1B WorthPointe without founder Van Slyke
Succession & selling a firm · Oct 21Beacon Pointe buys $1B WorthPointe; founder Van Slyke won't join
Succession & selling a firm · 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 management · Oct 19ShinyHunters claimed client data theft at Mercer and Beacon Pointe
Succession & selling a firm · 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
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