Houlihan Lokey Advises Edge Wealth Management, LLC

Houlihan Lokey is pleased to announce that Edge Wealth Management, LLC (Edge), an independent registered investment advisor (RIA), has partnered with Beacon Pointe Advisors, LLC (Beacon Pointe), a premier wealth management platform. This transaction closed on October 31, 2026.

Founded in 2006 and headquartered in New York City, Edge provides comprehensive wealth management services, including financial planning, investment management, insurance analysis, and estate and charitable planning, to high-net-worth and ultra-high-net-worth families and individuals. Led by Co-Founder and Principal Matthew Weinberg, Edge focuses on fixed-income and equity investing, adding a distinct investment perspective alongside Beacon Pointe’s comprehensive wealth solutions. Edge is distinguished by its multigenerational client focus and its deep referral network across New York, The Hamptons, and Florida.

Headquartered in Newport Beach and founded in 2002, Beacon Pointe is one of the largest independent RIAs in the United States, operating more than 90 offices nationwide, with over 850 professionals, serving high-net-worth individuals and families, businesses, and institutions. Backed by KKR, Beacon Pointe manages approximately $71 billion in client assets.

Houlihan Lokey acted as the exclusive financial advisor to Edge.

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