Acquisition · Adviser / wealth-management
Alderfer Bergen & Co.
Transaction overview
Reported completed
Closed:
Beacon Pointe reported acquiring Alderfer Bergen & Co. The transaction closed on August 1, 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
- Beacon Pointe Welcomes Three New Teams Across Three Key Regions - Beacon Pointe Advisors ↗
Official firm website · Published Sep 10, 2025
Beacon Pointe reported acquiring Alderfer Bergen & Co. The transaction closed on August 1, 2025.