Beacon Pointe Acquires The Family Firm

INVESTMENT MANAGEMENT DEALS BLOG

October 14, 2025

On October 7, 2025, Beacon Pointe Advisors announced its acquisition of The Family Firm.

Beacon Pointe Advisors (“Beacon Pointe”) announced, on October 7, 2025, its acquisition of The Family Firm. Under the terms of the transaction, which closed on September 15, 2025, The Family Firm team joined Beacon Pointe. Further terms of the deal were not disclosed.

Beacon Pointe, based in Newport Beach, California, is a registered investment advisor that helps clients determine investment goals, establish asset allocation guidelines, evaluate fund performance, screen investment managers for selection and develop strategic financial plans. Beacon Pointe has approximately $49 billion in assets.

The Family Firm, based in Bethesda, Maryland, is a registered investment advisor offering comprehensive financial planning and investment management. The Family Firm has approximately $857 million in assets. Alaris Acquisitions acted as the advisor for The Family Firm in the transaction.

To read the press release: please click here.

The opinions expressed are those of the author(s) and do not necessarily reflect the views of the firm or its clients, or any of its or their respective affiliates. This article is for general information purposes and is not intended to be and should not be taken as legal advice.