Beacon Pointe Advisors completes acquisition of Joslin Capital Advisors to expand Pacific Northwest presence
Beacon Pointe Advisors completes acquisition of Joslin Capital Advisors to expand Pacific Northwest presence
06/04/24, 1:37 PM
Location
newport beachredmondIndustry
finance
financial services
Beacon Pointe Advisors, a prominent female-led registered investment adviser, has expanded its presence in the Pacific Northwest through the strategic acquisition of Joslin Capital Advisors. This acquisition strengthens Beacon Pointe's client-centric wealth planning services and adds approximately $775M in client assets under advisement, reinforcing its position as a leader in the industry.
Company Info
Location
Newport Beach, California, United States
Company info
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.