From Pulse 2.0 · Amit Chowdhry · · 1m
Beacon Pointe Acquires Three Wealth Firms
Beacon Pointe Advisors completes three RIA acquisitions to expand its national wealth management platform.
In brief
Beacon Pointe Advisors completes three RIA acquisitions to expand its national wealth management platform. Beacon Pointe Advisors acquired WorthPointe, Silver Lake Capital Partners, and R Meier Wealth Management, adding $70 billion in client assets under advisement. Originally reported by Pulse 2.0.
Beacon Pointe Acquires WorthPointe
Beacon Pointe Advisors has completed three RIA acquisitions, adding WorthPointe Financial Planners, Silver Lake Capital Partners, and R Meier Wealth Management as it continues expanding its national wealth management platform.
WorthPointe's Client Assets
WorthPointe has an established presence in California and Texas and oversees approximately $1 billion in client assets.
Silver Lake Capital Partners
Dallas-based Silver Lake Capital Partners advises approximately $200 million in client assets for individuals, families, foundations, and retirement plans.
R Meier Wealth Management
R Meier Wealth Management, based in Fort Atkinson, Wisconsin, advises approximately $150 million in client assets.
Acquisition Dates
WorthPointe’s acquisition closed October 15, 2026, while Silver Lake Capital Partners closed September 15 and R Meier Wealth Management closed July 1.
The key point
Beacon Pointe Advisors acquired WorthPointe, Silver Lake Capital Partners, and R Meier Wealth Management, adding $70 billion in client assets under advisement.
