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R Meier Wealth Management
In network coverage since October 20, 2026 · 3 stories
3Deals on our tracker
Deal recordFull tracker →
Oct 19, 26Deal announcedWorthPointe Financial Planners · Silver Lake Capital Partners · Beacon Pointe Advisors · $1.4B — coverage
Oct 19, 26Deal closedWorthPointe Financial Planners · Silver Lake Capital Partners · Beacon Pointe Advisors — coverage
Jun 30, 26Deal closedBeacon Pointe Advisors · $150M
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Beacon Pointe adds $1.35 billion in client assets; Wealthspire buys Atlantic Swiss
Beacon Pointe's three deals push its total past $70 billion in assets under management; Atlantic Swiss oversees more than $1 billion in assets under management and administration.