Litman Gregory Asset Management
Litman Gregory Asset Management is a privately held Bay Area Registered Investment Adviser, founded in 1987, providing personal wealth management and investment solutions to individual clients; it was acquired by Beacon Pointe Advisors from iM Global Partner on December 31, 2025.
- Company typePrivate
- Founded1987
- HeadquartersWalnut Creek, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Litman Gregory Asset Management does
Litman Gregory Asset Management is a privately held Registered Investment Adviser (RIA) founded in 1987 and headquartered in Walnut Creek in the San Francisco Bay Area (firmographics). The firm focuses on personal wealth management and investment solutions for individual clients in the Bay Area, operating as a fiduciary adviser rather than a broker-dealer. Its scale prior to the December 31, 2025 transaction is documented as $2.7 billion in client assets under management, with a headcount in the 101–250 employee range. The input contains no disclosure of investment vehicles, fee schedules, product lineup, technology stack, or pricing models, indicating a relationship-driven advisory book rather than a packaged-product platform.
Until December 31, 2025, Litman Gregory was a subsidiary of iM Global Partner, which divested the firm as part of its portfolio optimization. On the same date, Beacon Pointe Advisors completed the acquisition, adding $2.7 billion in client assets and bringing Beacon Pointe's aggregate AUM to approximately $61 billion. Following closing, Litman Gregory continues to operate under its legacy brand within the Beacon Pointe platform. There is no information in the source data on technology infrastructure, product launches, partnerships outside the ownership change, regulatory actions, or funding history, which constrains any deeper technology or product assessment.
The available evidence depicts a mid-sized, relationship-based Bay Area RIA whose recent corporate history is defined entirely by the transition from iM Global Partner ownership to Beacon Pointe Advisors ownership. The firm retains its brand identity and operating geography post-close, and its client base remains undisclosed in the inputs provided.
Litman Gregory Asset Management firmographics
Firmographics- Name
- Litman Gregory Asset Management
- Legal name
- Litman Gregory Asset Management
- Website
- https://lgam.com
- Company type
- Private
- Founded year
- 1987
- Operating status
- Acquired
- Headcount range
- 101–250 employees
- Short description
- Litman Gregory Asset Management is a privately held Bay Area Registered Investment Adviser, founded in 1987, providing personal wealth management and investment solutions to individual clients; it was acquired by Beacon Pointe Advisors from iM Global Partner on December 31, 2025.
- Ownership category
- akta.pro rank
Litman Gregory Asset Management industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)
- akta.pro secondary industries
- Discretionary Portfolio Management (Retail) (FSAAAAAH), Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
Keywords
Where Litman Gregory Asset Management is headquartered
LocationHeadquarters
- HQ city
- Walnut Creek
- HQ country
- United States
- HQ region
- North America
Markets served
Litman Gregory Asset Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D
Litman Gregory Asset Management product offering
Product offeringCore offering
Litman Gregory Asset Management provides personal wealth management and investment solutions to individual and family clients as a Registered Investment Adviser. Services include portfolio construction, asset allocation, investment selection, and ongoing advisory support, delivered through direct advisor relationships under the Litman Gregory Wealth Management brand.
Differentiator
Problem solved
Functional benefit
Products and services
- Personal Wealth Management
- Investment Advisory Services
Companies that use Litman Gregory Asset Management
Customer profileIdeal customer profiles1 record
Litman Gregory Asset Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Litman Gregory Asset Management partnerships and signals
Strategic signalScale indicators3 records
Recent moves3 records
Expansion highlights2 records
Litman Gregory Asset Management competitors and assessment
Company assessmentMarket position
Strengths4 records
Competitive moat2 records
Key risks6 records
Key highlights6 records
Customer concentration
Litman Gregory Asset Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Litman Gregory Asset Management leadership team
Management profileNumber of profiles
Profiles1 record
Litman Gregory Asset Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Litman Gregory Asset Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Litman Gregory Asset Management
What does Litman Gregory Asset Management do?
Litman Gregory Asset Management provides personal wealth management and investment solutions to individual and family clients as a Registered Investment Adviser. Services include portfolio construction, asset allocation, investment selection, and ongoing advisory support, delivered through direct advisor relationships under the Litman Gregory Wealth Management brand.
Is Litman Gregory Asset Management a public or private company?
Litman Gregory Asset Management is a private company. It is classified as corporate owned and is currently acquired.
When was Litman Gregory Asset Management founded?
Litman Gregory Asset Management was founded in 1987. It employs 101 to 250 people.
Where is Litman Gregory Asset Management based?
Litman Gregory Asset Management is headquartered in Walnut Creek, United States, in the North America region.
Does Litman Gregory Asset Management have an API?
No public API is recorded for Litman Gregory Asset Management.
What industry is Litman Gregory Asset Management in?
Litman Gregory Asset Management's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAACAC, Portfolio Management–Led RIAs (Discretionary/Model-Based), with a secondary code of FSAAAAAH, Discretionary Portfolio Management (Retail). Its NAICS code is 523940 and its SIC code is 6282.