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Beacon Pointe reveals 3 RIA buys netting nearly $1.1bn

  • Booth & Company
  • Sep 9
  • 1 min read

The private equity-backed RIA has reeled in fellow RIAs Alderfer Bergen & Co., Moser Wealth Advisors, and Amore Ambro.

Beacon Pointe said on Tuesday morning that it has acquired Alderfer Bergen & Co., which is based in Warsaw, Ind., and manages about $650m. The $270m Bellevue, Wash.-based Moser Wealth Advisors and the $165m Jericho, N.Y.-based Amore Ambro have also joined Beacon Pointe. 


 
 
 

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