Beacon Pointe Advisors Acquires Edge Wealth Management to Expand New York Presence
Beacon Pointe Advisors has completed the acquisition of Edge Wealth Management, a New York-based investment advisory firm. The deal, which closed on October 31, 2026, integrates Edge Wealth Management's expertise in fixed income and equity investing into Beacon Pointe’s allWEALTH® framework. The acquisition adds approximately $905 million in client assets to Beacon Pointe's portfolio, bringing the firm's total assets under advisement (AUA) to roughly $72 billion. The move strengthens Beacon Pointe's footprint in Manhattan and provides Edge Wealth Management’s high-net-worth and institutional clients access to a broader national network of resources.
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Topics: Acquisition Assets Under Advisement Financial Services Wealth Management