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Pacifica Wealth Advisors, Inc.

EST. AUM
$176,129,656

CONTACTS

CLIENT ACCOUNTS
208

Firm Details

Metro area Nashville
CRD Number 136054
Website pacificawealth.com
Client types

Overview

Pacifica Wealth Advisors is a specialized wealth management firm and RIA that focuses on guiding clients through major financial transitions, specifically "Sudden Wealth" events such as business sales, large inheritances, and legal settlements. Founded by Dr. Robert Pagliarini, the firm integrates traditional investment management with financial psychology to address the unique emotional and strategic needs of rapid wealth accumulation. In February 2026, Pacifica was acquired by Beacon Pointe Advisors, a national RIA with over $62 billion in assets. The firm maintains offices in Franklin, TN, and Irvine, CA, and now operates as part of the Beacon Pointe Newport Beach and regional teams.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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