Beacon Pointe Acquires YorkBridge


May 10, 2023

On April 17, 2023, Beacon Pointe Advisors announced the acquisition of YorkBridge Wealth Partners.

Under the terms of the transaction, Beacon Pointe Advisors (“Beacon Pointe”) has acquired YorkBridge Wealth Partners (“YorkBridge”) in a transaction that formally closed on April 15, 2023. Financial terms of the deal were not disclosed.

Beacon Pointe, based in Newport Beach, California, is a registered investment adviser offering its services to institutions, individuals, and families. Beacon Pointe manages approximately $25 billion in client assets.

YorkBridge, based in New York, is a registered investment advisor with offices in Bridgehampton and New York City. YorkBridge has over $1 billion in assets under management. 

To read the press release: please click here.

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