Beacon Pointe Advisors, one of the nation’s largest registered investment advisers (RIAs), has strengthened its East Coast presence with the acquisition of Sensible Financial Planning, a fiduciary wealth management firm headquartered in Waltham, Massachusetts. The deal adds approximately $944 million in assets under management (AUM) to Beacon Pointe’s platform, bringing the firm’s total assets under advisement (AUA) to roughly $54 billion.
The addition marks another milestone in Beacon Pointe’s national expansion strategy and its continued focus on combining scale with personalized wealth management through its proprietary allWEALTH platform.
Founded in 2002, Sensible Financial Planning has built a strong reputation for its human-centered approach, comprehensive financial planning, and technical excellence. The firm’s 21-person team collectively brings over a century of experience in financial planning, investment management, taxation, and risk analysis. With offices in both Waltham, Massachusetts, and San Diego, California, the firm serves clients nationwide. It provides a suite of services that includes retirement planning, tax strategies, insurance analysis, estate and legacy planning, and integrated investment management.
Sensible Financial’s client-first philosophy aligns closely with Beacon Pointe’s mission to deliver fiduciary excellence and holistic guidance to individuals and families. Known for treating each client as a whole person—considering their values, goals, and life circumstances—the firm has become a trusted partner for more than 350 clients, overseeing close to $1 billion in assets. Its integration into Beacon Pointe preserves the firm’s client relationships, staff, and operational continuity while enhancing resources, scalability, and service capabilities.
Support: Advisor Growth Strategies served as the advisor to Sensible Financial Planning in the transaction. With this addition, Beacon Pointe now oversees approximately $54 billion in client assets and employs more than 600 professionals across over 75 offices nationwide.
KEY QUOTES:
“We built the firm to help clients with financial planning problems. We have offered straightforward, efficient investment portfolios and clear financial plans that clients can understand intuitively. Clients have found value in our approach, as evidenced by our growth to over 350 clients and approximately $1 billion in assets under advice. We are keeping our offices, our team, and our clients.”
— Rick Miller, Ph.D., CFP, Partner and Managing Director, Sensible Financial Planning
“While most things will not change, we are looking forward to the advantages of being part of a larger firm. Beacon Pointe will be a good home where our clients can thrive, and our staff can grow professionally.”
— Rick Fine, MBA, CFP, RMA, Partner and Managing Director, Sensible Financial Planning
“In a seller’s market, we recognize that the choice rests with the advisors and firms we meet. It’s not just about us choosing them, but it’s about them choosing us. Our goal is to stand out as the firm of choice, one that reflects shared values, client commitment, and a vision for lasting impact.”
— Matt Cooper, President, Beacon Pointe Advisors
“By welcoming these advisors, we’re enriching the expertise and perspectives that fuel our commitment to clients nationwide. We’re grateful to welcome a new team that has chosen alignment with our allWEALTH platform and share our dedication to excellence in comprehensive wealth management.”
— Shannon Eusey, CEO, Beacon Pointe Advisors
