Beacon Pointe Advisors, a Newport Beach, Calif.-based registered investment advisor with about $63 billion in client assets, added its sixth team in Massachusetts in the past two years with the acquisition of Financially In Tune.
The Stoneham, Mass.-based RIA was founded by Jeanne Gibson Sullivan in 2011 and manages about $360 million in assets. Gibson Sullivan started out in advising at Back Bay Financial Group, according to BrokerCheck, and built her firm to include Partner Philip Lee, Principal and advisor Jennifer Kundrot, and Principal and Operations Manager Mandy Magee.
“As our firm grew, we came to recognize the importance of partnering with a firm that would allow us to expand the resources available to our clients and our team,” Sullivan said in a statement.
Financially In Tune focuses on “financial education and empowerment, helping clients navigate major life transitions,” according to the announcement, aligning with Beacon Pointe Women’s Advisory Institute’s division, which focuses on advising women and their families. In November 2025, Beacon Pointe said it acquired its fifth female-led team with a deal for Hemington Wealth Management, which had about $1.2 billion in client assets.
In February, the RIA’s co-founder and former CEO Shannon Eusey stepped down to be chair of the board and was succeeded by president Matt Cooper in the top role.
Turkey Hill Management advised Financially In Tune on the move.
TritonPoint Partners Welcomes Father-Son Team
TritonPoint Partners, part of the Dynasty Financial Partners network, has recruited father-son team Richard and Robert Sichel to join the registered investment advisor from a Philadelphia-area office. Father Richard Sichel had previously managed about $350 million in client assets at the Philadelphia Trust Company, according to TritonPoint and regulatory filings.
Richard Sichel joins as a partner and managing director at TritonPoint Partners, a sister acquisition arm of TritonPoint Wealth. TritonPoint Partners has about $786 million in assets under management, while TritonPoint Wealth has about $1.55 billion in AUM, according to their most recent Form ADVs.
The duo is joining TritonPoint in part to leverage its advisor services that include investment, tax optimization, and trust offerings, according to the announcement.
Robert Sichel had been a partner and head of the fiduciary practice at K&L Gates LLP.
“After many years focused on the tax and legal side of wealth management, I’m excited to step into a role where I can work more directly with families,” he said in a statement.
TritonPoint Wealth joined Dynasty in 2023 after breaking away from Goldman Sachs. Dynasty holds a minority stake in both TritonPoint Wealth and Partners.
Carson Group Integrates Meikle Financial Group as Carson Wealth Office
Carson Group, an Omaha, Neb.-based RIA with more than $58 billion in AUM across its wholly-owned RIA and partner networks, announced the full integration of partner firm Meikle Financial Group, a Phoenix-based firm with $111 million in advisory and brokerage assets.
Meikle Financial was founded by Bill Meikle in 1969 and was taken over by his son Dail in 1997, who was later joined by Managing Partner and Wealth Advisor Bruce Eisenhauer. He expanded the firm’s service areas to include financial, retirement, estate and tax planning along with investment management for affluent retirees and families, according to the announcement. Meikle became a Carson partner firm in 2018.
“Having spent the entirety of my career growing this firm, rounding out the journey with a full integration with Carson Group felt like the natural next step,” said Dail Meikle in a statement. “Carson’s collaborative ecosystem makes them the ideal partner to strengthen our operations, expand our capabilities and ensure continuity as we look to the next generation of leadership.”
With the move, Eisenhauer will step into a “more forward-facing role” leading the firm’s family office, according to the announcement.
Meikle marks another in a string of partner firms that are shifting to full integration into Carson’s W-2 employee RIA.
Telos Private Wealth Brings Nearly $300M to IBD Arkadios
Telos Private Wealth has transitioned nearly $300 million in assets under advisement to independent broker/dealer Arkadios Capital after leaving Private Client Services.
Birmingham, Ala.-based Telos’ Partner and Head Matt Lemen said in a statement the firm made the move as part of a plan to “build a firm that operates fully in alignment with our clients’ best interests and our own vision for growth.”
Lemen and team were part of a practice with Northwestern Mutual before joining Private Client Services in 2021, according to BrokerCheck. The group includes partners Billy Haskins and Ken Azar, and works with clients across the Southeast from offices in Birmingham, Dothan, and Enterprise, Ala.
Atlanta-based Arkadios Capital has onboarded more than $750 million in assets under advisement over the last six weeks, according to a spokesperson. The IBD has more than $20 billion in affiliated assets and over 300 advisors with 100 offices in the U.S. and Puerto Rico.
It has recently been poaching advisors from Commonwealth Financial Network after its acquisition by the country’s largest IBD, LPL Financial.
