On May 19, 2026, Beacon Pointe Advisors announced its acquisition of Financially In Tune.
Beacon Pointe Advisors (“Beacon Pointe”) announced, on May 19, 2026, its acquisition of Financially In Tune. Under the terms of the transaction, which closed on May 1, 2026, the Financially In Tune team joined Beacon Pointe. Further terms of the deal were not disclosed.
Beacon Pointe, based in Newport Beach, California, is a registered investment advisor providing wealth management, institutional consulting, and retirement services. Following the transaction, Beacon Pointe has approximately $63 billion in assets under advisement.
Financially In Tune, based in Stoneham, Massachusetts, is a registered investment advisor and wealth management firm offering financial planning and portfolio management services. Financially In Tune has approximately $360 million in assets under management. Turkey Hill Management served as advisor to Financially In Tune on the transaction.
To read the press release: please click here.