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Deals & Moves: Beacon Pointe Acquires Two RIAs with $695M in AUM

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Deals & Moves: Beacon Pointe Acquires Two RIAs with $695M in AUM In addition, Americana Partners bought NRT Consulting, Cyndeo added a Merrill team soon after Rise Growth investment, and Raymond James’ institutional unit made moves. Beacon Pointe Advisors Acquires Two Firms Managing $695 Million Beacon Pointe Advisors, a Newport Beach, Calif.-based registered investment adviser with approximately ...
In this article, we see a trend of growth and expansion among wealth management firms. Beacon Pointe's acquisitions aim to strengthen their capabilities in the Dallas-Fort Worth market and enhance their expertise in sudden wealth transitions. Americana Partners' acquisition of NRT Consulting broadens its service offerings to clients, while Cyndeo Wealth Partners adds talent to expand their presence in the Orlando Metro area. Raymond James Financial Institutions Division continues to expand its p...