Investment firm KKR has taken a minority stake in the parent company of Beacon Pointe Advisors, a Newport Beach, California-based registered investment adviser that manages more than $20 billion. Beacon Pointe’s management, led by CEO Shannon Eusey, will continue to ...

Beacon Pointe Advisors, a Newport Beach, California-based registered investment adviser managing more than $12 billion, has acquired Stonegate Capital Advisors, an RIA managing $430 million in Scottsdale, Arizona. [More: Beacon Pointe acquires $610 million North Carolina RIA] Stonegate Capital Advisors ...

Beacon Pointe Advisors, a Newport Beach, California-based registered investment adviser managing more than $12 billion, has acquired Rainier Financial Group, a Seattle-based RIA managing $500 million. The acquisition, the terms of which were not disclosed, marks Beacon Pointe’s first foray ...

Beacon Pointe Advisors, a Newport Beach, California-based registered investment adviser with $20 billion in assets under advisement, has acquired Northstar Investment Advisors, a Denver-based RIA overseeing $1 billion. The leadership team at Northstar — Fred Taylor and Bob Van Wetter, ...