ria
Silver Lake Capital Partners
DALLAS, TX
CRD: 329997
In network coverage since October 20, 2026 · 5 stories
$212MRegulatory AUMSEC Form ADV · Oct 17
2EmployeesForm ADV
4Deals on our tracker
Deal recordFull tracker →
Oct 19, 26Deal announcedWorthPointe Financial Planners · Beacon Pointe Advisors · R Meier Wealth Management · $1.4B — coverage
Oct 19, 26Deal closedWorthPointe Financial Planners · Beacon Pointe Advisors · R Meier Wealth Management — coverage
Sep 14, 26Deal closedBeacon Pointe Advisors · $200M
Sep 14, 26Deal closedBeacon Pointe Advisors · $200M
Network coverage
RIA
ADV Watch: Mercury Advisory, LLC reports a $4.63 billion asset gain; 35 advisers join the SEC list, 13 leave
What changed in the SEC's weekly Form ADV data between October 17, 2026 and October 24, 2026: the largest reported asset moves, new and departed advisers, headcount swings and name changes.