ria
WorthPointe Financial Planners
In network coverage since October 20, 2026 · 3 stories
3Deals on our tracker
Deal recordFull tracker →
Oct 19, 26Deal announcedBeacon Pointe Advisors · R Meier Wealth Management · Silver Lake Capital Partners · $1.4B — coverage
Oct 19, 26Deal closedBeacon Pointe Advisors · R Meier Wealth Management · Silver Lake Capital Partners — coverage
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Features
Busiest RIA buyers average $679 million a deal, below the median
Hightower announced three deals in the 90 days to Oct. 26 and closed none; one moved a $1.1 billion practice already inside the firm.