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Beacon Pointe acquires Wealthstreet Investment Advisors

Beacon Pointe acquires Wealthstreet Investment Advisors
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$1B Wealthstreet Investment Advisors Chooses Partnership with Beacon Pointe

$1B Wealthstreet Investment Advisors Chooses Partnership with Beacon Pointe
Beacon Pointe Advisors Largest RIA Acquisition To-Date
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NEWPORT BEACH, Calif., April 1, 2021 /PRNewswire/ Beacon Pointe Advisors ( Beacon Pointe ) has just closed its largest acquisition to-date, partnering with Wealthstreet Investment Advisors ( Wealthstreet ), an RIA located in Dallas, Texas. Wealthstreet is the first firm to join Beacon Pointe with over $1B AUM. With the combination of Wealthstreet and Beacon Pointe s existing office in Plano, TX (an acquisition completed in 2016), Beacon Pointe elevates its scale and density to greater than $2B+ in the DFW market, one of the nation s fastest growing wealth centers …and more in this region is to come from Beacon Pointe. ....

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Beacon Pointe Advisors Announces Acquisition of CDA Group and Essex Asset Management

Press release content from PR Newswire. The AP news staff was not involved in its creation.
Beacon Pointe Advisors Announces Acquisition of CDA Group and Essex Asset Management
January 13, 2021 GMT
Beacon Pointe Logo (PRNewsfoto/Beacon Pointe Advisors)
NEWPORT BEACH, Calif., Jan. 13, 2021 /PRNewswire/ Beacon Pointe Advisors (“Beacon Pointe”), one of the country’s largest independent comprehensive wealth advisory firms, wraps up the year announcing two additional mergers involving CDA Group, LLC (“CDA Group”), a wealth management firm with approximately $510 million in client assets, and Essex Wealth Management (“Essex”) with $110 million AUM, taking Beacon Pointe’s acquisition deal count to three this past month. Essex is based in Vero Beach, Florida currently serving an UHNW client base and brings to Beacon Pointe Kerstin Murphy and Michael Himmel. CDA Group is located in Greenville, South Carolina and represents clients throughout the Carolinas ....

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