Litman Gregory
Litman Gregory Wealth Management was a Bay Area Registered Investment Adviser offering wealth management, financial planning, and portfolio management services to high net worth individuals and families, managing approximately $2.7 billion in client assets before its December 2025 acquisition by Beacon Pointe Advisors.
- Company typePrivate
- Founded1987
- HeadquartersWalnut Creek, United States
- Headcount101–250
- GTM typeB2C
- OfferingServices
What Litman Gregory does
Litman Gregory Wealth Management was a private Registered Investment Adviser (RIA) headquartered in the Bay Area (Walnut Creek, Northern California), providing personalized wealth management services to high net worth individuals and families. The firm was founded in 1987 by co-founder Craig Litman and operated with 18 advisory professionals, including five CFPs, two CFAs, and one CDFA, delivering investment advisory, financial planning, and portfolio management services. Prior to its December 31, 2025 acquisition, Litman Gregory was a subsidiary of iM Global Partner and managed approximately $2.7 billion in client assets, with an additional operational foothold in Missouri.
On December 31, 2025, iM Global Partner sold Litman Gregory Wealth Management to Beacon Pointe Advisors in a transaction that added $2.7 billion in client AUM and 18 professionals to Beacon Pointe's platform; the deal was publicly announced on January 13, 2026. The acquisition increased Beacon Pointe's total assets under advisement to approximately $61 billion and expanded Beacon Pointe's footprint to more than 90 offices nationwide, while strengthening its Northern California presence. Following the transaction, Litman Gregory ceased operating as an independent entity — its website (lgam.com) displays a scheduled maintenance notice — and its HNW wealth management offering has been absorbed into Beacon Pointe's integrated platform.
Litman Gregory generated revenue through AUM-based advisory fees on $2.7 billion in client assets, consistent with standard HNW RIA fee schedules. No separate technology platform, proprietary product, or AI/ML capability was disclosed across the source data; the firm's value proposition rested on credentialed advisors, integrated financial planning, and 38 years of relationship-driven wealth management rather than differentiated technology. No pricing details, customers, awards, patents, partnerships, or API/integration footprint were disclosed in the input data.
Litman Gregory firmographics
Firmographics- Name
- Litman Gregory
- Legal name
- Litman Gregory Wealth Management
- Website
- https://litmangregory.com
- Company type
- Private
- Founded year
- 1987
- Operating status
- Acquired
- Headcount range
- 101–250 employees
- Short description
- Litman Gregory Wealth Management was a Bay Area Registered Investment Adviser offering wealth management, financial planning, and portfolio management services to high net worth individuals and families, managing approximately $2.7 billion in client assets before its December 2025 acquisition by Beacon Pointe Advisors.
- Ownership category
- akta.pro rank
Litman Gregory industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where Litman Gregory is headquartered
LocationHeadquarters
- HQ city
- Walnut Creek
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Litman Gregory business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Litman Gregory product offering
Product offeringCore offering
Litman Gregory Wealth Management is a Registered Investment Adviser that provides personalized wealth management, investment advisory, financial planning, and portfolio management services to high-net-worth individuals and families. The firm managed approximately $2.7 billion in client assets prior to its December 31, 2025 acquisition by Beacon Pointe Advisors, operating primarily from Northern California with a footprint in Missouri.
Product overview
Litman Gregory Wealth Management was a wealth management firm providing investment advisory services. Following its acquisition by Beacon Pointe Advisors (closed December 31, 2025), it became part of Beacon Pointe's platform. The firm managed $2.7 billion in client assets and operated primarily in the Bay Area (Northern California) with an additional presence in Missouri. No specific product modules or technology products are described in the available sources.
Differentiator
Problem solved
Functional benefit
Products and services
- Litman Gregory Wealth Management A Registered Investment Adviser offering personalized wealth management, investment advisory, financial planning, and portfolio management services to high-net-worth individuals and families, managing approximately $2.7 billion in client assets prior to acquisition by Beacon Pointe Advisors on December 31, 2025.
Companies that use Litman Gregory
Customer profileSegments1 record
Ideal customer profiles1 record
Litman Gregory technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Litman Gregory partnerships and signals
Strategic signalScale indicators3 records
Recent moves3 records
Expansion highlights4 records
Litman Gregory competitors and assessment
Company assessmentDirect peers
- Mariner Wealth Advisors: Large national RIA serving HNW clients with a comparable acquisition-driven growth model, offering wealth advisory, financial planning, and investment management services.
- Beacon Pointe Advisors: National RIA platform with approximately $61B in assets under advisement following the Litman Gregory acquisition; directly comparable in HNW wealth management services and acquisition-driven growth strategy.
- Commonwealth Financial Network: Private RIA and broker-dealer hybrid serving independent financial advisors; comparable in serving HNW clients through advisor-led wealth management relationships.
- Cresset Capital: Multi-family office and private wealth firm serving HNW and UHNW clients with personalized advisory and portfolio management services comparable to Litman Gregory.
- Buckingham Strategic Wealth: National RIA providing wealth management, financial planning, and investment advisory services to HNW individuals and families; similar service model and client profile.
- Edelman Financial Engines: Large independent RIA providing wealth management and financial planning services to a broad client base including HNW households; comparable scale and service mix.
Broad incumbents
- First Republic Investment Management: Wealth management and private banking business (now part of JPMorgan) historically serving HNW clients in coastal markets including California; comparable in client segment and Bay Area presence.
- Fisher Investments: Large private RIA managing portfolios primarily for HNW individuals and institutional clients; comparable in fee-based portfolio management model and HNW client focus.
- iM Global Partner: Multi-boutique asset management platform and former parent of Litman Gregory; manages approximately $43.5B in assets and overlaps in the wealth management and investment advisory space.
- Merrill Lynch Wealth Management: Wirehouse wealth management division of Bank of America serving HNW clients with personalized advisory and portfolio management services; much larger scale but overlapping target market.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Litman Gregory social profiles
Digital presenceLitman Gregory financial estimates
Financial estimateRevenue estimate
Valuation estimate
Litman Gregory leadership team
Management profileNumber of profiles
Litman Gregory funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Litman Gregory 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
What does Litman Gregory do?
Litman Gregory Wealth Management is a Registered Investment Adviser that provides personalized wealth management, investment advisory, financial planning, and portfolio management services to high-net-worth individuals and families. The firm managed approximately $2.7 billion in client assets prior to its December 31, 2025 acquisition by Beacon Pointe Advisors, operating primarily from Northern California with a footprint in Missouri.
Is Litman Gregory a public or private company?
Litman Gregory is a private company. It is classified as corporate owned and is currently acquired.
When was Litman Gregory founded?
Litman Gregory was founded in 1987. It employs 101 to 250 people.
Where is Litman Gregory based?
Litman Gregory is headquartered in Walnut Creek, United States, in the North America region.
Who are Litman Gregory's main competitors?
Direct peers on record are Mariner Wealth Advisors, Beacon Pointe Advisors, Commonwealth Financial Network, Cresset Capital, Buckingham Strategic Wealth and Edelman Financial Engines. Broad incumbents are First Republic Investment Management, Fisher Investments, iM Global Partner and Merrill Lynch Wealth Management.
Does Litman Gregory have an API?
No public API is recorded for Litman Gregory.
What industry is Litman Gregory in?
Litman Gregory's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail). Its NAICS code is 523940 and its SIC code is 6282.