Announced
Completed
Synopsis
Beacon Pointe Advisors, an independent Registered Investment Advisory firm, completed the acquisition of Hart & Patterson Financial Group, a provider of investment management, business advisory along with financial, tax and retirement planning services. Financial terms were not disclosed. Hart & Patterson Financial Group is another female-led independent advisory firm joining Beacon Pointe. With approximately $284m in client assets and based in Western Massachusetts, the team is dedicated to a holistic approach to financial planning that encompasses all facets of each stage of life.
Show Details & Financials
Did you work on this deal?
Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.
Claim DealAll rights reserved. Copyright © 2025 Datasite
Seller Team (1)
Bidder Team (11)
By continuing, you agree to our Terms & Conditions and our Data Privacy Policy