Beacon Pointe Kicks Off 2026 with Acquisition of $2.7B Litman Gregory Wealth Management 

Beacon Pointe Advisors has opened the year with a significant acquisition, announcing the purchase of Litman Gregory Wealth Management, an RIA previously owned by iM Global Partner, which acquired the firm in 2021. The deal officially closed on December 31, 2025. 

Litman Gregory oversees approximately $2.7 billion in assets under management and employs 18 professionals across offices in Larkspur and Walnut Creek, California, and St. Louis, Missouri. The combination boosts Beacon Pointe’s total client assets under advisement to roughly $61 billion, reinforcing its position in Northern California while establishing a meaningful new presence in the Midwest. 

Known for its planning-led, research-centric approach, Litman Gregory focuses on financial planning, portfolio management, and advanced advisory services for high-net-worth individuals and families. Its capabilities span scenario analysis, goal-based planning, tax strategy, estate and legacy planning, charitable giving, and risk management coordination. 

“Integrating Litman Gregory Wealth Management into Beacon Pointe adds highly experienced and knowledgeable financial advisors to our team, many of whom are based in the San Francisco Bay Area,” said Matt Cooper, President of Beacon Pointe Advisors. “We are entering an era in which financial advisory talent is not easy to come by. Adding the Litman Gregory team is something we are most excited about.” 

The deal follows a string of recent Beacon Pointe acquisitions. In November, the firm added Hemington Wealth Management, based in Falls Church, Virginia, and Chicago, which oversees about $1.2 billion in assets. Earlier, Beacon Pointe acquired Sensible Financial Planning, a Waltham, Massachusetts-based firm managing $944 million. 

Piper Sandler & Co. served as exclusive financial advisor and Seward & Kissel as legal counsel to iM Global Partner and Litman Gregory in connection with the deal.