Announced

Completed

Beacon Pointe Advisors completed the acquisition of Moser Wealth Advisors, Alderfer Investments, and Amore Ambro.

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.

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