Announced
Completed
Synopsis
Beacon Pointe Advisors, an independent registered investment advisory firm, completed the acquisition of Moser Wealth Advisors, a provider of a range of financial planning, investment advisory, tax planning, and business strategy services company Alderfer Investments, a provider of financial advisory and retirement planning services; and Amore Ambro, offering independent financial advisory services. Financial terms were not disclosed. "Beacon Pointe has become a home for advisors who appreciate our collaborative culture and platform, and we are proud to welcome these new teams who fit the mold. These coast-to-coast integrations reflect our continued commitment to serving clients with excellence by bringing them into our allWEALTH® platform," Matt Cooper, Beacon Pointe Advisors President.
Show Details & Financials
Did you work on this deal?
Showcase your expertise to over 3 million dealmakers and industry leaders on Datasite.
Claim DealSeller Team (4)
Bidder Team (8)
By continuing, you agree to our Terms & Conditions and our Data Privacy Policy
All rights reserved. Copyright © 2025 Datasite