Beacon Pointe Acquires Alderfer Bergen & Co., Moser Wealth Advisors, and Amore Ambro, LLC
Acquiring Company
Beacon Pointe Advisors
Acquired Company
Alderfer Bergen & Co.
Newport BeachWarsawBellevueJerichoFinanceFinancial ServicesConsultingFinanceFinanceDescription
Beacon Pointe Advisors ("Beacon Pointe") introduces its three recent RIA acquisitions, increasing the firm's total assets under advisement (AUA) to approximately $48 billion. These acquisitions include Alderfer Bergen & Co in Warsaw, IN; Moser Wealth Advisors in Bellevue, WA; and Amore Ambro, LLC in Jericho, NY, thereby strengthening Beacon Pointe's nationwide presence. With these new teams on board, allWEALTH® solutions extend to more clients across the country, reflecting the firm's dedication to holistic wealth management.
Quick answer
Beacon Pointe Advisors is acquiring Alderfer Bergen & Co., Moser Wealth Advisors and Amore Ambro, announced September 9, 2025. Beacon Pointe Advisors is based in Newport Beach, California, United States.
- Who acquired Alderfer Bergen & Co?
- Beacon Pointe Advisors agreed to acquire Alderfer Bergen & Co., Moser Wealth Advisors and Amore Ambro on September 9, 2025.
- How much did Beacon Pointe Advisors pay for Alderfer Bergen & Co?
- The deal value was not disclosed.
- What does Beacon Pointe Advisors do?
- Beacon Pointe Advisors is a registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally.
- Where are Beacon Pointe Advisors and Alderfer Bergen & Co. based?
- Beacon Pointe Advisors is based in Newport Beach, California, United States. Alderfer Bergen & Co. is based in Warsaw, Indiana, United States.
- Who are the decision-makers at Beacon Pointe Advisors?
- Fundz holds 1 contact at Beacon Pointe Advisors. Names and contact details are shown to Fundz members.
Source: Fundz verified event record.
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Frequently asked
Who acquired Alderfer Bergen & Co.?
Alderfer Bergen & Co. was acquired by Beacon Pointe Advisors, based in Newport Beach. The deal was reported on September 9, 2025. Beacon Pointe Advisors is a registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally. Beacon Pointe Advisors is privately held and operates in Finance.
When did Beacon Pointe Advisors acquire Alderfer Bergen & Co.?
Beacon Pointe Advisors's acquisition of Alderfer Bergen & Co. was reported on September 9, 2025. Beacon Pointe Advisors ("Beacon Pointe") introduces its three recent RIA acquisitions, increasing the firm's total assets under advisement (AUA) to approximately $48 billion. Fundz records the date the transaction was first publicly reported, sourced from filings and company announcements.
What does Alderfer Bergen & Co. do?
Alderfer Bergen & Co. is a fiduciary financial advisory firm with over 100 years of combined experience. It specializes in serving the orthopedic industry and offers comprehensive financial planning services. It is privately held, operating in Financial Services, and is based in Warsaw.
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