On January 13, 2026, Beacon Pointe Advisors announced its acquisition of Seward & Kissel client Litman Gregory Wealth Management, a $2.7 billion AUM wealth manager.
Beacon Pointe Advisors (“Beacon Pointe”) announced, on January 13, 2026, its acquisition of Litman Gregory Wealth Management (“Litman Gregory”) from Paris-based iM Global Partner (“iM Global”). The transaction adds five CFPSs, two CFAs, and one CDFA to the Beacon Pointe team. The transaction closed on December 31, 2025. 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 $61 billion in assets under advisement.
Litman Gregory, based in Larkspur and Walnut Creek, California, is a registered investment advisor providing financial planning, portfolio management, goal-based planning, tax strategy, estate and legacy training, charitable and philanthropic giving, and risk management services. Litman Gregory has approximately $2.7 billion in assets under management. Piper Sandler & Co. acted as financial advisor and a Seward & Kissel team served as legal advisor to iM Global and Litman Gregory in connection with the transaction.
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