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Beacon Pointe to Add $944M Boston-Area RIA
Yahoo Finance· 2025-10-15 03:17
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. Beacon Pointe Advisors, a Newport Beach, Calif.-based registered investment advisor, has grown its client asset base to $54 billion by acquiring Waltham, Mass.-based Sensible Financial Planning in a push to continue expanding on the East Coast. The move brings over about $944 billion in assets under management across more than 350 clients to Beacon Pointe. In addition to expanding its presence i ...