Beacon Pointe Acquires WorthPointe, Silver Lake and R Meier
On October 20, 2026, Beacon Pointe Advisors announced its acquisitions of WorthPointe Financial Planners, Silver Lake Capital Partners and R Meier Wealth Management.
Beacon Pointe Advisors (“Beacon Pointe”) announced, on October 20, 2026, that it acquired WorthPointe Financial Planners (“WorthPointe”), Silver Lake Capital Partners (“Silver Lake”) and R Meier Wealth Management (“R Meier”). The acquisition of WorthPointe formally closed on October 15, 2026, while the acquisition of Silver Lake closed on September 15, 2026, and the acquisition of R Meier closed on July 1, 2026. Further terms of the transactions were not disclosed.
Beacon Pointe, based in Newport Beach, California, is a registered investment advisor offering investment management, financial planning, tax planning and preparation, and estate planning services. Beacon Pointe has approximately $70 billion in assets under management.
WorthPointe, based in San Diego, California, is a registered investment advisor specializing in financial planning for individuals and families. WorthPointe oversees approximately $1 billion in client assets. Turkey Hill Management served as advisor to WorthPointe in the transaction.
Silver Lake, based in Dallas, Texas, is a registered investment advisor and wealth management firm specializing in portfolio management and financial planning. As of March 9, 2026, Silver Lake had approximately $211 million in assets under management.
R Meier, based in Fort Atkinson, Wisconsin, is a wealth management firm specializing in creating custom investment portfolios, and providing tax strategy, retirement planning, estate planning, and trust services. R Meier oversees approximately $150 million in client assets. Dalphia Partners served as advisor to R Meier in the transaction.
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