Beacon Pointe Advisors acquires Edge Wealth Management
New York City investment advisory firm with about $905 million in client assets, founded in 2006 and focused on fixed income and equity investing.
Beacon Pointe Advisors acquired Edge Wealth Management, LLC, a New York City-based investment advisory firm, and the acquisition formally closed on October 31, 2026. The transaction brings Beacon Pointe's total assets under advisement to approximately $72 billion.
Edge Wealth Management, established in 2006, advises high-net-worth investors, institutions, family offices and young professionals with a focus on fixed income and equity investing. The firm manages about $905 million in client assets. Its clients will keep their team for investment management and financial planning while gaining access to Beacon Pointe's national resources.
Houlihan Lokey acted as exclusive financial adviser to Edge Wealth Management, and Seward & Kissel LLP acted as its legal adviser.
Deal facts
- Target
- Edge Wealth Management
- Business
- New York City-based investment advisory firm focused on fixed income and equity investing, with about $905 million in client assets
- Buyer
- Beacon Pointe Advisors
- Deal type
- Strategic
- Headquarters
- New York City, New York
- Advisers
- Houlihan Lokey financial adviser to Edge Wealth Management
- Seward & Kissel LLP legal counsel to Edge Wealth Management
- Status
- Completed
- Announced
- Tuesday, November 10, 2026
Sources
- PR NewswireNov 10, 2026
Written by Buyout Desk from the sources above. Spotted an error? Email corrections@buyoutdesk.com.