Beacon Pointe Mergers & Acquisitions

Beacon Pointe M&A Summary

Beacon Pointe has acquired 18 companies of its own, including 18 in the last 5 years.

Beacon Pointe has acquired in 11 different US states. The Company’s most targeted sectors include financial services (89%) and business services (12%).

M&A Summary

  • M&A Total Activity18
    • M&A Buy Activity18
  • Total Sectors Invested 2
  • Total Countries Invested 1

Beacon Pointe

Beacon Pointe Advisors LLC

24 Corporate Plaza Drive, Suite 150,
Newport Beach, California 92660
United States,
(949) 718-1600
www.beaconpointe.com

All (18) Buy (18) Sell (-)
Date Target Value
$mlns
Transaction Type Acquirer Seller SRC
Link
2025-11-18 Hemington Wealth Management · Financial Services
Falls Church, Virginia · www.hemingtonwm.com

Hemington Wealth Management offers wealth management and investment services to high-net-worth individuals and families, emphasising fee-only advice and comprehensive portfolio management. Hemington Wealth Management was founded in 2013 and is based in Falls Church, Virginia.

- Add-on Acquisition

Beacon Pointe

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