On February 24, 2026, Beacon Pointe Advisors announced its acquisition of Seward & Kissel client The Financial Advisors.
Beacon Pointe Advisors (“Beacon Pointe”) announced, on February 24, 2026, that it acquired The Financial Advisors (“TFA”). Under the terms of the transaction, which closed on January 15, 2026, TFA’s team joined Beacon Pointe. Further terms of the deal were not disclosed.
Beacon Pointe, based in Newport Beach, California, is a registered investment adviser providing wealth management, institutional consulting, and retirement services. As of February 2026, Beacon Pointe had $62 billion in client assets under advisement.
TFA, based in Andover, Massachusetts, is a registered investment adviser offering investment management, retirement planning, and tax planning services. TFA has approximately $1.2 billion in assets under management. Turkey Hill Management served as financial advisor to TFA on the transaction. Seward & Kissel served as counsel to TFA in connection with the transaction, with a team comprised of Partners Jim Abbott, Craig Sklar, James Cofer and David Baron, Counsel Michael O’Brien, and Associates Evangelos Konstantinou, Elyse Moy and Mercy Romero Aleman.
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