Beacon Pointe Bought A Bethesda RIA. The Bigger Story Is Women-Centered Wealth
Beacon Pointe acquired The Family Firm, a Bethesda RIA with $857M in assets, expanding in the D.C. market with women-led planning depth.
Two RIA Platforms Had Record Years. Their Growth Models Could Not Be More Different
Bluespring and Concurrent both reported record 2025 growth, but their models show two different paths for RIA acquisitions, capital and advisor support.