Beacon Pointe Advisors has acquired six registered investment advisor firms, bringing in a total of $2.7 billion in client assets over the past two months. The six firms span across the country from Texas, California, Massachusetts, and Wisconsin, increasing Beacon Pointe’s assets under management to $47 billion, the firm said. 

The acquisitions include Amherst, MA-based Hart & Patterson Financial Group, Dallas, TX-based Heritage Financial Planning, Akron, OH-based Jentner Wealth Management, Middleton, WI-based Michael A. Dubis Financial Planning, Pleasant Hill, CA-based Ng Wealth Advisors, and Mill Valley, CA-based Waypoint Wealth Partners. 

Hart & Patterson Financial, a women-led financial advisory firm, manages approximately $284M in assets under management. The firm, founded in 1992, is led by owner and managing director Vikki Lenhart and is joined by wealth advisor Lucia Reed, associate wealth advisor Beck Ringle, and is supported by office manager Natalie Shea. Hart & Patterson provides “comprehensive” investment management, estate planning, financial planning, income planning, tax strategy, and charitable giving to women, families, and individuals. 

Ng Wealth Advisors, an all-women-led financial advisory firm, manages about $210 million in client assets and is led by mother-and-daughter duo Sally Ng and Jeanette Ng. The duo is joined by senior associate wealth advisors Carla Yuan and Julie Su and supported by office manager Gena Meyring. Ng Wealth offers financial planning, insurance, and wealth management, and specializes in wealth transfer for high-net-worth generations.  

Waypoint Wealth Partners, an independent registered advisory firm, launched in 2009, manages about $1 billion in client assets. The team, led by founding partners Annette Brinton and Chuck Bowes, offers financial planning, investment management, retirement planning, tax planning, and charitable giving to high-net-worth families, pre-retirees, and retirees.  

Waypoint Wealth is joined by managing directors Courtney Hutchinson and Jesse Shore and director of investments Dan Campbell, wealth manager Rania Ghawi, senior associate wealth managers Anabel Diaz and Rachel Sowers, and associate wealth manager Jill Rea. The team is supported by operations manager Avelina Amescua, client service manager Lindsay Pearson, and client service associate River Galland. 

Heritage Financial Planning, a financial advisory firm with $335 million in client assets, is led by founders Allison Geiger and Steve Blankenship. The team includes managing director Chad Smith, CCO Mary Chastain, and national director of operations Christina Winn-Meriam. Heritage Financial Planning offers “specialized” services including college planning, asset management, retirement planning, insurance, and charitable giving to executives, attorneys, government leaders, physicians, trust beneficiaries, and entrepreneurs. 

Jentner Wealth Management, launched in 1984, oversees nearly $600 million in client assets and is led by VP and CFO Matthew Jentner, VP and chief administrative officer Dan Bloom, and VP and COO Seth Jentner. Jentner Wealth offers wealth management, financial planning, investment management and retirement planning to high-net-worth families, businesses, individuals, pre-retirees and retirees. 

Michael A. Dubis Financial Planning, a financial advisory firm launched in 2002, oversees about $280 million in client assets. The firm, led by founder Michael Dubis, offers investment management, wealth management, and retirement planning to high-net-worth individuals, families, pre-retirees, retirees, and businesses. 

Beacon Pointe Advisors manages about $39 billion in assets under management, across 54,870 accounts, according to its latest Form ADV, filed in March.