Beacon Pointe, BIP Wealth, Raymond James, Unveil 850M+ Deals
Yahoo Finance·2025-10-07 15:12
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Beacon Pointe Advisors, BIP Wealth and Raymond James all unveiled deals purchasing advisory teams each managing over $850 million in client assets. Beacon Pointe to Add $857M RIA Beacon Pointe Advisors announced it would buy The Family Firm, a female-led $857 million RIA based in Bethesda, Md., which will boost Beacon Pointe’s assets to approximately $49 billion. It is the firm’s 10th deal t ...