Litman Gregory Wealth Management
Transaction Summary
On December 31, 2025, iM Global Partner (鈥渋M Global鈥) sold $2.7B RIA affiliate Litman Gregory Wealth Management (鈥淟itman Gregory鈥) to Beacon Pointe Advisors (鈥淏eacon Pointe鈥).
iM Global Partner
Founded in 2015, iM Global Partner is a global asset management platform focused on delivering excellence in active management. iM Global offers mutual funds, active ETFs, and SMAs through equity partnerships with ten best-in-class independent investment boutiques. As of December 31, 2025, iM Global Partner managed approximately $43.5 billion in assets.
Litman Gregory Wealth Management
Litman Gregory is a $2.7 billion RIA headquartered in Larkspur and Walnut Creek, California, with an additional office in St. Louis, Missouri. Litman Gregory serves high-net-worth individuals and families with deep expertise in financial scenario analysis, goal-based planning, tax strategy, estate and legacy planning, charitable and philanthropic giving, and risk management coordination.
Beacon Pointe Advisors
Beacon Pointe is one of the nation鈥檚 largest RIAs, with offices and clients located nationally. Through Beacon Pointe鈥檚 proprietary allWEALTH庐 platform, advisors determine investment goals, establish asset allocation guidelines, screen investment managers, evaluate fund performance, and develop strategic financial plans.
