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NEWPORT BEACH, Calif., April 20, 2021 /PRNewswire/
Beacon Pointe Advisors ( Beacon Pointe ) acquires its second Dallas based firm this month, adding $230M D.R. Saur Financial ( D.R. Saur ) to its expanding DFW metroplex footprint.
Matt Cooper, President of Beacon Pointe Advisors shares, Beacon Pointe is focused on building scale in the Dallas/Fort Worth metroplex. The transaction with D.R. Saur is another step toward that goal. Dan and Lisa Saur are two of the nicest people you could ever meet, and we are thrilled to have them become a part of our hub office in Plano.