Seward & Kissel represents Edge Wealth Management in its sale to Beacon Pointe Advisors
On November 10, 2026, Beacon Pointe Advisors announced its acquisition of Edge Wealth Management, a New York City-based investment advisory firm with approximately $888 million of assets under management. Beacon Pointe is one of the nation’s largest registered investment advisers, with the transaction bringing Beacon Pointe’s total assets under advisement to approximately $71 billion supported by 850+ team members across 90+ offices. Seward & Kissel is pleased to have represented Edge Wealth Management in this wealth management industry transaction.
