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Tuesday, October 20, 2026The Morning Brief →Sign in
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WorthPointe Financial Planners

In network coverage since October 20, 2026 · 3 stories
3Deals on our tracker
Deal recordFull tracker →
Oct 19, 26Deal announcedSilver Lake Capital Partners · Beacon Pointe Advisors · R Meier Wealth Management · $1.4B — coverage
Oct 19, 26Deal closedSilver Lake Capital Partners · Beacon Pointe Advisors · R Meier Wealth Management — coverage
Oct 14, 26Deal closedBeacon Pointe Advisors · $1B — coverage
Network coverage
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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.
M&A · Oct 20Beacon Pointe closes three RIA deals, lifting assets under advisement to about $70 billion
The Close · Oct 20Beacon Pointe adds $1.35B across three RIAs, passing $70B
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