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$1b Wealthstreet Investment Advisors chooses partnership with Beacon Pointe
Other - APRIL 1, 2021

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$1b Wealthstreet Investment Advisors chooses partnership with Beacon Pointe

by Released

Beacon Pointe Advisors has just closed its largest acquisition to-date, partnering with Wealthstreet Investment Advisors, an RIA located in Dallas.

Wealthstreet is the first firm to join Beacon Pointe with more than $1 billion assets under management.

"The Dallas-Fort Worth Metroplex represents one of the most attractive wealth markets in the country. After establishing a Texas presence in Plano in 2016, we are thrilled to expand our footprint to Dallas proper, The Park Cities and Preston Hollow," stated Matt Cooper, president of Beacon Pointe Advisors.

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