iM Global Partner (iMGP) and Beacon Pointe Advisors have jointly announced that Litman Gregory Wealth Management, a $2.7 billion registered investment adviser headquartered in Larkspur, Calif., and Walnut Creek, Calif., with an additional office in St. Louis, Mo., has entered into a definitive agreement to join Beacon Pointe Advisors.
The transaction, which formally closed on Dec. 31, 2025, represents a strategic next chapter for Litman Gregory and supports Beacon Pointe's continued national expansion. With this acquisition, Beacon Pointe's total client assets under advisement increase to approximately $61 billion, further strengthening the firm's presence in Northern California while establishing a new footprint in Missouri.
Through its proprietary allWEALTH platform, Beacon Pointe aligns people, technology and comprehensive wealth planning resources across its national network, enabling advisors to deliver a high-touch, personalized client experience while benefiting
