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Monday, September 21, 2026The Morning Brief →Sign in
ria

Beacon Pointe Advisors

NEWPORT BEACH, CA
CRD: 119290
In PWD coverage since August 26, 2026 · 8 stories
$54.9BRegulatory AUMSEC Form ADV · Sep 18
780EmployeesForm ADV
+4Talent net · 12 months4 in · 0 out
Regulatory AUM · Aug 28 – Sep 18
Talent flow · 12 monthsOn the wire →
Net +4 · 4 arrivals · 0 departures
Katie Cullen
Sep 7 · exec change
Arrivals
Katie Cullen
Sep 11 · from BlackRock
Sarah Green
Sep 11 · from Vanguard
Katie Cullen
Sep 8 · from BlackRock
Sarah Green
Sep 8 · from Vanguard
Departures
None tracked.
PWD coverage
The Close

The AI wealth fight is now over distribution

CogniCor bought seven names in a day, while the same session's moves at HSBC, Citi, LPL and Mercer showed that the scarce asset in wealth management is the advisor relationship, not the disclosed book.
The Close · Sep 12RIA M&A's scarce input is now the post-close operator
the_tape · Sep 9The wirehouse liftout turns inward
Features · Sep 9The RIA talent war moves to the operating suite
Moves · Sep 8Beacon Pointe hires BlackRock, Vanguard executives for integration and risk
M&A · Aug 26RIA M&A assets nearly double on fewer, bigger deals
exit · Aug 26Scale commands record prices as RIA deal count falls
The Close · Aug 26The 89% question hanging over RIA M&A
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