“Advisor Xi's RIA platform provides firm-wide desktop and mobile access to client accounts and real-time data from a single location, which will bring tremendous benefits to Beacon Pointe's advisors and clients,” said DePina.

Beacon Pointe now includes five affiliate firms; its client base grew by 30 per cent over the four-year period ending December 31, 2013, and consequently needed stronger technology integration. The firm plans to open 35 additional offices across the US through acquisitions and partnerships over the next ten years.