iM Global Partner and Beacon Pointe Advisors said Litman Gregory Wealth Management, a $2.7 billion registered investment adviser, has entered into a definitive agreement to join Beacon Pointe in a deal that closed December 31, 2025.
Litman Gregory is headquartered in Larkspur and Walnut Creek, California, with an additional office in St. Louis, Missouri. Beacon Pointe said the combination strengthens its presence in Northern California while establishing a new footprint in Missouri as it continues expanding nationally.
Following the acquisition, Beacon Pointe said it oversees approximately $61 billion in client assets under advisement, supported by more than 750 team members across over 90 offices nationwide. The firm said its proprietary allWEALTH platform is designed to align people, technology, and wealth planning resources across its network to support a high-touch client experience with institutional-scale infrastructure.
Litman Gregory brings an investment approach it described as research-driven and rooted in “intellectual honesty,” alongside capabilities spanning financial planning, portfolio management, scenario analysis, goal-based planning, tax strategy, estate and legacy planning, charitable giving, and risk management coordination. The firm’s 18-person team has built multi-generational client relationships and shares what Beacon Pointe described as a culturally aligned focus on disciplined investing and long-term planning.
Beacon Pointe executives highlighted the addition of advisory talent and professional credentials, noting the Litman Gregory team includes five CFPs, two CFAs, and one CDFA. iM Global Partner, which said it managed approximately $43.5 billion in assets as of December 31, 2025, framed the move as a continuation of efforts to expand resources and capabilities while maintaining a personalized client approach.
Support: Piper Sandler & Co. served as exclusive financial advisor, and Seward & Kissel served as legal advisor to iM Global Partner and Litman Gregory in connection with the transaction.
KEY QUOTES:
“Integrating Litman Gregory Wealth Management into Beacon Pointe adds highly experienced and knowledgeable financial advisors to our team, many of whom are based in the San Francisco Bay Area. The team brings five CFPs, two CFAs, and one CDFA to a prominent geographical location where Beacon Pointe is already strong, deepening our regional expertise and leadership in a highly attractive market. We are entering an era in which financial advisory talent is not easy to come by. Adding the Litman Gregory team is something we are most excited about.”
Matt Cooper, President, Beacon Pointe Advisors
“We’re proud to welcome an exceptional team whose experience and client-first approach strengthen our firm. Their alignment with our platform and institutional-quality investing approach reflects a strong cultural fit and a continued focus on delivering a personalized, relationship-driven client experience.”
Shannon Eusey, CEO, Beacon Pointe Advisors
“This transaction reflects our ongoing commitment to clients—enhancing resources and capabilities while maintaining the personalized approach they value. Beacon Pointe’s shared culture, long-term vision, and recognition of the strong platform Litman Gregory and iM Global Partner have built give us confidence that this next phase of growth will deliver lasting benefits for clients.”
Philippe Couvrecelle, Founder and CEO, iM Global Partner
