With an established presence across California and Texas, WorthPointe is a comprehensive financial planning and investment advisory firm overseeing approximately $1 billion in client assets. The firm's credentialed professionals help individuals and families align their wealth with their values by bringing together financial planning, investment consulting, estate planning, asset protection, charitable giving, and employer-sponsored retirement plan guidance. WorthPointe combines personalized advice with technology that gives clients a more connected view of their financial lives, while emphasizing accessibility, objective guidance, and ongoing accountability. The addition of its experienced, multi-market team represents a significant expansion of Beacon Pointe's planning capabilities in existing markets and provides WorthPointe clients with access to the broader resources of Beacon Pointe's national platform. "WorthPointe has always been grounded in collaboration, trust and comprehensive advice," says Partner and Senior Wealth Advisor, Anthony Ferreira, CFP®. "Beacon Pointe respects the culture and client relationships we have built while providing expanded resources and capabilities to support our continued growth. We are excited about what this means for our clients and team."
Silver Lake Capital Partners is a Dallas-based wealth management firm advising approximately $200 million in client assets for individuals, families, foundations and retirement plans. Guided by more than four decades of investment industry experience, the firm takes a thoughtful, goals-based approach to portfolio management and financial planning. Its focus on disciplined decision-making and long-term client relationships adds experienced advisory leadership to Beacon Pointe's growing presence in Texas. Partner and Managing Director David ("Dave") Malleck, CIMA®, shares, "When we began our search for the right firm, we focused on three priorities: a strong culture across both the home office and local teams, a robust technology platform and a growth-oriented mindset. Beacon Pointe checked every box. My team and I could not be happier with our decision—it is a true example of smart partnering."
R Meier Wealth Management has served individuals and families from Fort Atkinson, Wisconsin, since its founding in 1995. Advising on approximately $150 million in client assets, the firm creates customized investment portfolios and comprehensive financial plans informed by deep experience across tax strategy, retirement planning, estate planning and trust services. Its longstanding relationships and highly personalized approach have helped generations of clients make informed decisions as their financial needs and life stages evolve. Partner and Senior Wealth Advisor Mark Meier, CFP®, CIMA®, adds, "We sought a partner that is a leader and innovator in technology, institutional investment capabilities, and comprehensive wealth planning—one that would enhance our ability to help clients achieve their life and retirement goals. Equally important, we wanted a firm with exceptional people and a culture that closely aligned with our own. Beacon Pointe Advisors was exactly what we were looking for, and we could not be more excited to join the Beacon Pointe team."
"WorthPointe, Silver Lake Capital Partners and R Meier Wealth Management each bring a unique combination of experience, perspective and market expertise to Beacon Pointe," explains Beacon Pointe CEO, Matt Cooper. "What unites them is a deep commitment to their clients and a belief in the value of comprehensive financial advice. We are excited to build upon the strong foundations these teams have established while expanding the resources available to the clients and communities they serve."
The acquisition of WorthPointe formally closed on October 15, 2026. Turkey Hill Management served as advisor to the WorthPointe transaction. The acquisition of Silver Lake Capital Partners formally closed on September 15, 2026. The acquisition of R Meier Wealth Management formally closed on July 1, 2026. Dalphia Partners served as advisor to the R Meier Wealth Management transaction. With these transactions, Beacon Pointe Advisors now oversees approximately $70 billion in client assets under advisement, supported by more than 850+ team members across 90+ offices nationwide.
Representatives from Beacon Pointe Advisors, WorthPointe, Silver Lake Capital Partners, and R Meier Wealth Management are available for interviews upon request.
About Beacon Pointe Advisors:
Beacon Pointe Advisors is one of the nation's largest registered investment advisers (RIAs), with offices and clients located nationally. Clients have long relied on Beacon Pointe's professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic, holistic wealth plans through our proprietary allWEALTH® approach. For more information on Beacon Pointe Advisors, please visit www.BeaconPointe.com.
Media Contact:
Sydney Alacano
(949) 721-1792
[email protected]
Important Disclosure: Beacon Pointe Firm Data as of 10/12/26, total firm assets include approximately $63.0 billion in assets under management ("AUM") and approximately $7.8 billion in assets under advisement ("AUA"). AUM are assets the firm manages on both a discretionary and non-discretionary basis. AUA are assets on which Beacon Pointe advises but does not provide regular supervisory and management services (e.g., consulting services).
SOURCE Beacon Pointe Advisors
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