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Thursday, October 22, 2026The Morning Brief →Sign in
OpinionThe Advisor's NoteThe Advisor's Note

Beacon Pointe to buy $1B WorthPointe without founder Van Slyke

Terms were not disclosed, and the Austin and Tyler offices become new Beacon Pointe locations.

By The Advisor's Note DeskThursday, October 22 at 8:06 AM ET

At a glance

20-second brief

  • Beacon Pointe is buying $1 billion WorthPointe, and founder Van Slyke will not join the combined firm.

  • Terms were not disclosed, and WorthPointe's Austin and Tyler offices become new Beacon Pointe locations.

  • WorthPointe advisors who remain will need to confirm fee schedules, advisory agreements, and disclosures before the Austin and Tyler offices convert to Beacon Pointe.

Beacon Pointe is buying $1 billion WorthPointe, and founder Van Slyke will not join the combined firm.

Terms were not disclosed, and WorthPointe's Austin and Tyler offices become new Beacon Pointe locations.

The SEC has added advisors involved in RIA mergers to its fiscal 2026 exam priority list, and Wealth Solutions Report says legacy billing errors, undisclosed conflicts and incomplete records can outlast an RIA deal.

WorthPointe advisors who remain will need to confirm fee schedules, advisory agreements, and disclosures before the Austin and Tyler offices convert to Beacon Pointe.

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Wealth Advisor Daily coverage · Wealth Solutions Report
In this storyBeacon Pointe AdvisorsWealth Solutions ReportWorthPointeVan SlykeSEC
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