Beacon Pointe closes three RIA deals, lifting assets under advisement to about $70 billion
The additions bring roughly $1.2 billion in client assets and closed from July 1 to Oct. 15; purchase prices were not disclosed.
At a glance
Beacon Pointe Advisors has added three advisory teams carrying about $1.2 billion in combined client assets, bringing its total assets under advisement to roughly $70 billion, WealthManagement.com reported.
The components the report lists add to $1.35 billion, against the roughly $1.2 billion total it gives.
WorthPointe, the largest of the three by assets and footprint, was founded in the early 2000s with offices in Austin and Tyler, Texas, and in San Diego and Orange County, Calif.
Beacon Pointe Advisors has added three advisory teams carrying about $1.2 billion in combined client assets, bringing its total assets under advisement to roughly $70 billion, WealthManagement.com reported. WorthPointe Financial Planners closed on Oct. 15, Silver Lake Capital Partners on Sept. 15 and R Meier Wealth Management on July 1.
The components the report lists add to $1.35 billion, against the roughly $1.2 billion total it gives. WorthPointe accounts for about $1 billion, Silver Lake $200 million and R Meier $150 million. The report did not disclose purchase prices.
| Team | Location | Client assets | Closing date | Sell-side adviser |
|---|---|---|---|---|
| WorthPointe Financial Planners | Austin and Tyler, Texas; San Diego and Orange County, Calif. | About $1 billion | Oct. 15, 2026 | Turkey Hill Management |
| Silver Lake Capital Partners | Dallas | $200 million AUM | Sept. 15, 2026 | Not named in the report |
| R Meier Wealth Management | Fort Atkinson, Wis. | $150 million AUM | July 1, 2026 | Dalphia Partners |
Silver Lake's leader spent 27 years at Raymond James
Silver Lake was formed in March 2013 for individuals, families, foundations and retirement plans. Partner and Managing Director David Malleck leads the Dallas firm. SEC records cited in the report show Malleck spent 27 years affiliated with Raymond James before registering with Silver Lake in 2024.
WorthPointe, the largest of the three by assets and footprint, was founded in the early 2000s with offices in Austin and Tyler, Texas, and in San Diego and Orange County, Calif. Its services include financial planning, investment consulting, estate planning, asset protection, charitable giving and employer-sponsored retirement plan guidance. R Meier, founded in 1995, works with individuals and families in Fort Atkinson, Wis., on tax, retirement, estate and trust planning alongside customized portfolios.
Beacon Pointe also added two C-suite executives: Katie Cullen, a BlackRock alum, as chief growth and integration officer overseeing practice management, M&A and strategic integration, and Sarah Green from Vanguard as chief risk and compliance officer. R Meier's July 1 close preceded both hires; WorthPointe's Oct. 15 close followed them. David Malleck said Beacon Pointe met the marks his firm sought in a buyer, citing "a strong culture across both the home office and local teams, a robust technology platform and a growth-oriented mindset."
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