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Beacon Pointe Expands into New England

Acquires The Financial Advisors

Newport Beach’s Beacon Pointe Advisors, the largest women-owned registered investment advisory firm in the nation, announced it has acquired The Financial Advisors LLC to expand into the New England market.

Established in 1992, The Financial Advisors has grown to $1.2 billion in assets under management and a team of 11 with specialties spanning investments, tax planning, and retirement planning. It has offices in the Massachusetts cities of Andover and Newburyport.

“The Financial Advisors team brings a depth of experience and disciplined planning strategy that truly complements our broader organization,” Beacon Pointe Chief Executive and co-founder Shannon Eusey said in a statement. “What stood out was the deliberate way they’ve built their practice, grounded in an unwavering commitment to clients and supported by a sophisticated, forward-thinking service offering.”

With this acquisition, Beacon Pointe has grown to $62 billion in total assets under advisement. It now has more than 750 employees in more than 90 offices nationwide.

Turkey Hill Management served as advisor to The Financial Advisors.

 

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Peter J. Brennan
Peter J. Brennan
With four decades of experience in journalism, Peter J. Brennan has built a career that spans diverse news topics and global coverage. From reporting on wars, narcotics trafficking, and natural disasters to analyzing business and financial markets, Peter’s work reflects a commitment to impactful storytelling. Peter’s association with the Orange County Business Journal began in 1997, where he worked until 2000 before moving to Bloomberg News. During his 15 years at Bloomberg, his reporting often influenced financial markets, with headlines and articles moving the market caps of major companies by hundreds of millions of dollars. In 2017, Peter returned to the Orange County Business Journal as Financial Editor, bringing his heavy business industry expertise. Over the years, he advanced to Executive Editor and, in 2024, was named Editor-in-Chief. Peter’s work has been featured in prestigious publications such as The New York Times and The Washington Post, and he has appeared on CNN, CBC, BBC, and Bloomberg TV. A Kiplinger Fellowship recipient at The Ohio State University, he leads the Business Journal with a dedication to uncovering stories that matter and shaping the local business community and beyond.
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