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$1B Wealthstreet Investment Advisors Chooses Partnership with Beacon Pointe
Beacon Pointe Advisors Largest RIA Acquisition To-Date
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NEWPORT BEACH, Calif., April 1, 2021 /PRNewswire/  Beacon Pointe Advisors ( Beacon Pointe ) has just closed its largest acquisition to-date, partnering with Wealthstreet Investment Advisors ( Wealthstreet ), an RIA located in Dallas, Texas. Wealthstreet is the first firm to join Beacon Pointe with over $1B AUM. With the combination of Wealthstreet and Beacon Pointe s existing office in Plano, TX (an acquisition completed in 2016), Beacon Pointe elevates its scale and density to greater than $2B+ in the DFW market, one of the nation s fastest growing wealth centers …and more in this region is to come from Beacon Pointe. ....

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