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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
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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 · Beacon Pointe Advisors · Silver Lake Capital Partners · $1.4B — coverage
Oct 19, 26Deal closedWorthPointe Financial Planners · Beacon Pointe Advisors · Silver Lake Capital Partners — coverage
Jun 30, 26Deal closedBeacon Pointe Advisors · $150M
Jun 30, 26Deal closedBeacon Pointe Advisors · $150M
Network coverage
Succession & selling a firm

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.
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
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