Beacon Pointe Advisors, a serial registered investment advisor acquirer in Newport Beach, Calif., recently added three firms overseeing $1.1 billion in client assets across three states.
The acquisitions include Alderfer Bergen & Co. in Warsaw, Ind.; Moser Wealth Advisors in Bellevue, Wash.; and Amore Ambro in Jericho, N.Y. With their additions, the KKR-backed Beacon Pointe has hit $48 billion in client assets under advisement and management.
“These coast-to-coast integrations reflect our continued commitment to serving clients with excellence by bringing them into our ‘allWEALTH’ platform,” President Matt Cooper said in a statement, referring to Beacon Pointe’s integrated wealth management platform that includes life and legacy planning alongside investment portfolios.
The newly acquired firms, which will take on the Beacon Pointe name, include:
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Alderfer Bergen will be Beacon Pointe’s second office in Indiana. The firm, which was previously an LPL Financial affiliate, is led by partners and managing directors Alan Alderfer, Michael Bergen, and Jason Gergely, and specializes in working with clients in the orthopedic industry on retirement planning, investment management, and tax and estate planning.
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Moser Wealth Advisors is an investment advisor and public accounting firm focused on “tax-efficient wealth management.” Partner and Managing Director Scott Moser founded the firm in 2006, and said in a statement that the firm conducted an “extensive search” before joining Beacon.
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Amore Ambro was founded by Louis Ambrosio in 2018 and works with retirees, families, and business owners. It emphasizes an investment focus of “disciplined, dividend, and bond-based strategies that balance growth and stability.”
In July, Beacon Pointe announced it had made six deals in 60 days for firms overseeing client assets ranging from $1 billion to $210 million.
The mega-RIAs’ deal activity saw it climb into the top ranks of the most active acquirers in the first half of 2025 as tracked by Fidelity Investments’ most recent deals report.
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