Strategic Expansion: Litman Gregory Wealth Management Joins Beacon Pointe Advisors

Beacon Pointe Advisors Welcomes Litman Gregory Wealth Management

In a significant development in the financial advisory industry, Litman Gregory Wealth Management has officially joined forces with Beacon Pointe Advisors. This strategic acquisition was finalized on December 31, 2025, consolidating Litman Gregory's considerable expertise and resources with Beacon Pointe's expansive infrastructure. With approximately $2.7 billion in assets under advisement, Litman Gregory will enhance Beacon Pointe's footprint, especially in Northern California and making inroads into Missouri.

Strengthening Client Services

This transaction is part of Beacon Pointe's continuous commitment to improving client services and expanding its market reach. After the acquisition, the total client assets under advisement with Beacon Pointe will reach around $61 billion. This not only strengthens their presence in key markets but also establishes a new operative base in Missouri—the first of its kind for Beacon Pointe.

Litman Gregory has a long-standing legacy in investment management, renowned for its analytical rigor and comprehensive understanding of wealth management. With a dedicated team of 18 professionals, the firm has built robust relationships with high-net-worth individuals, leveraging decades of experience in various financial scenarios such as tax strategies, estate planning, and risk management coordination.

Cultural Synergy and Expert Team Integration

Both Litman Gregory and Beacon Pointe are aligned in their core values—integrity, excellence, and a commitment to client-focused financial planning. Many of the advisors transitioning from Litman Gregory, which includes five CFPs®, two CFAs®, and one CDFA®, will be based in the San Francisco Bay Area, enhancing the regional market expertise of Beacon Pointe. Matt Cooper, President of Beacon Pointe Advisors, expressed his excitement about the integration of Litman Gregory’s advisors, particularly in a challenging market for financial advisory talent.

Shannon Eusey, CEO of Beacon Pointe Advisors, also articulated the company’s enthusiasm in welcoming a team whose experience aligns closely with Beacon Pointe's mission. Their focus on a personalized, relationship-driven approach complements the firm’s ethos, promising a seamless integration for existing and new clients alike.

iM Global Partner's Role

Philippe Couvrecelle, Founder and CEO of iM Global Partner, noted that this partnership reinforces the company's dedication to enhancing client resources while maintaining a personalized investment approach. The alignment of cultural values and the commitment to providing exceptional service to clients from both firms bode well for future growth opportunities and sustained client satisfaction.

Looking Ahead

With over 750 team members distributed across more than 90 offices nationwide, Beacon Pointe Advisors is poised for continuous growth in the asset management space. The integration of Litman Gregory's wealth management experience is expected to bolster growth even further. As both companies navigate the new landscape of financial services, clients can expect enhanced services, broadened expertise, and a steadfast commitment to personalized wealth management strategies.

In conclusion, this acquisition stands as a testament to the evolving landscape of financial advisory services. Enhanced capabilities, strategic expansions, and cultural synergies define this new chapter for both Litman Gregory Wealth Management and Beacon Pointe Advisors.