Question 1

What does Beacon Pointe do?

Accepted Answer

Beacon Pointe is a financial services company providing financial consultancy services for individuals, families, and institutions.

Question 2

In what sectors does Beacon Pointe operate?

Accepted Answer

Beacon Pointe operates in Advice, Consulting, Financial Services, Retirement, Venture Capital.

Question 3

How many companies has Beacon Pointe acquired?

Accepted Answer

Beacon Pointe has made 28 acquisitions between 2015-2026, with a total disclosed deal value of $1.57B.

Question 4

How many acquisitions does Beacon Pointe make in a year?

Accepted Answer

Over the last 5 years, Beacon Pointe has made about 3.8 acquisitions per year.

Question 5

What companies are owned by Beacon Pointe?

Accepted Answer

Companies acquired by Beacon Pointe include Financially in Tune, Pacifica Wealth Advisors, MGB Wealth Management, The Financial Advisors, VOYAGER CAPITAL MANAGEMENT, InvestmentHunter Wealth Services, Financial Planning Solutions, Hemington Wealth Management, and 20 more.

Question 6

What are Beacon Pointe's major acquisitions?

Accepted Answer

Beacon Pointe's largest acquisitions include Benchmark Private Wealth Management ($600M, 2022), CDA Group ($510M, 2021), Wealth Design ($350M, 2021), Essex Asset Management ($110M, 2021).

Question 7

What is Beacon Pointe's largest acquisition?

Accepted Answer

Beacon Pointe's largest disclosed acquisition is Benchmark Private Wealth Management for $600M (2022).

Question 8

What was Beacon Pointe's first acquisition?

Accepted Answer

Beacon Pointe's first recorded acquisition was Albert Heeg Investment Management in 2015.

Question 9

What was Beacon Pointe's most recent acquisition?

Accepted Answer

Beacon Pointe's most recent acquisition is Financially in Tune, announced May 2026.

Question 10

What is the average deal size for Beacon Pointe acquisitions?

Accepted Answer

The average disclosed deal size for Beacon Pointe acquisitions is $392.5M.

Question 11

What is the median deal size for Beacon Pointe acquisitions?

Accepted Answer

The median disclosed deal size for Beacon Pointe acquisitions is $430M. The median is often lower than the average because a few very large deals pull the average up.

Question 12

How much has Beacon Pointe spent on acquisitions?

Accepted Answer

Beacon Pointe has spent at least $1.57B across its disclosed acquisitions (of 28 total deals; some prices are undisclosed).

Question 13

Which sector has Beacon Pointe spent the most on?

Accepted Answer

Beacon Pointe has committed the most disclosed capital to Financial Services companies — about $1.57B across its deals in that sector.

Question 14

What sectors does Beacon Pointe usually acquire in?

Accepted Answer

Beacon Pointe most frequently acquires companies in Financial Services, Wealth Management, Finance.

Question 15

In which sector has Beacon Pointe made the most acquisitions?

Accepted Answer

Beacon Pointe has made the most acquisitions in the Financial Services sector.

Question 16

In which year did Beacon Pointe make the most acquisitions?

Accepted Answer

Beacon Pointe made the most acquisitions in 2026, with 7 deals.

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