Acquisition · Adviser / wealth-management
Litman Gregory Wealth Management
Transaction overview
Reported completed
Closed:
Beacon Pointe and iM Global Partner reported that Beacon Pointe acquired Litman Gregory Wealth Management. The transaction closed on December 31, 2025.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- $2.7 Billion iM Global Partner RIA Litman Gregory Wealth Management to Join Beacon Pointe Advisors %%page%% ↗
Official firm website · Published Jan 13, 2026
Beacon Pointe and iM Global Partner reported that Beacon Pointe acquired Litman Gregory Wealth Management. The transaction closed on December 31, 2025.