Beacon Pointe reveals 3 RIA buys netting nearly $1.1bn

Booth & Company
Sep 9, 2025
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.

Recent Posts

Pink sheet asset management biz buys $1.6bn Oklahoma City RIA

Asset manager Bimini Capital Management has agreed to acquire $1.6bn Oklahoma City-based RIA Tom Johnson Investment Management (TJIM). The transaction provides a rare look at the specific financials b

Creative Planning acquires $1bn Swiss wealth manager

Creative Planning has gone to Switzerland for its first completed acquisition of a European wealth manager. Peter Mallouk’s $700bn mega-RIA said Tuesday it has snapped up Baseline Wealth Management,

Sequoia Financial Group gets first Cali office with $406m RIA buy

Sequoia Financial Group has acquired Sterling Financial Group, marking its first standalone office in California. This acquisition strengthens Sequoia's presence in the state and adds approximately $4

Mergers & Acquisitions for 25 Years. CALL 480-716-7768

Booth & Company

Beacon Pointe reveals 3 RIA buys netting nearly $1.1bn

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.

Recent Posts

Comments