Litman Gregory

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.

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

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

• Wealth management services
• Investment advisory
• Financial planning
• Portfolio management
• Registered investment adviser

Headquarters

HQ city

Walnut Creek

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Core 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.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators3 records

Recent moves3 records

Expansion highlights4 records

Direct 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

• LinkedInlinkedin.com/company/litman-gregory

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Litman Gregory