Beacon Pointe is one of the nation’s largest Registered Investment Advisory (RIA) firms working with institutions, defined contribution plans, high-net-worth individuals and families. Beacon Pointe is the firm it is today because of our people. We are a team of talented, diverse, and passionate individuals dedicated to maintaining an uplifting company culture and premier service experiences for our clients.

Comprehensive wealth planning and customized investment strategies to assist clients with making well-informed, important life decisions related to their wealth.

Objective and transparent investment solutions and long-term strategic planning tailored to the specific portfolio goals and mission of each institutional client.

Objective and transparent investment guidance with comprehensive service solutions for 401(k)s, 403(b)s and non-qualified deferred compensation plans.

A synergistic partnership between Beacon Pointe and successful RIAs and wealth advisors across the country, focused on creating efficiencies, value and growth.
About Our Firm
- Founded in 2002
- 65+ Offices Located Throughout the U.S.
- $43+ Billion in Assets Under Advisement

About Our Team
- Nation’s Largest Women-led RIA
- Team of 600+ Professionals
- 355+ Professional Designations & Advanced Degrees
Our mission is to provide comprehensive, objective investment and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies. We look to further enhance our clients’ lives and missions by aligning their wealth with what matters most.
Beacon Pointe has been nationally recognized as a top-tier Registered Investment Advisor across a wide array of industry awards and rankings.
Beacon Pointe is a frequently featured expert, contributing to various new sources and industry publications on a wide array of topics.
Beacon Pointe is a well-trusted, friendly, and transparent firm that has set our family up for success. We enjoy our advisors and the positive returns we’ve reaped since transferring funds. 10/10!
The people at Beacon Pointe Advisors make investing a pleasure, they always go out of their way to help me.
First class in every way and I would highly recommend their services to anyone looking for a financial advisor.
We recommend Beacon Pointe as a great source of financial knowledge and retirement advice.
The staff at Beacon Pointe have been excellent to work with from the time when we first retired 14 years ago until now. We recommend their services whether you are just starting an investment plan or want make a change.
Shout out to Beacon Pointe! They are an amazing group of advisors to work with! Easy to get ahold of and questions answered.
My advisor has always been responsive and I meet with them regularly. As I head towards retirement, they have helped me set up a consistent income stream from my investments, and have also helped me with tax guidance.
Great leadership and a great team. From the reception desk to the CFP offices, Beacon Pointe Advisors will take the time to learn about you and your future goals, so that when they act in your best interests as a fiduciary, they actually know what those interests are. You will feel right at home here.
We have had Beacon Pointe manage our investments for 14 years and it has been a wonderful experience throughout! They treat us like family and advise us in every aspect of our finances. They have grown our net worth consistently. I don’t know where we would be in our retirement without them!
The most professional, personal, fun financial team you will ever encounter. Integrity is at their core and I trust them whole heartedly.
A well run profession company. They have served me well.
Everyone on staff is very helpful and knowledgeable.
Great team of skilled & kind advisors!
I have worked with the Beacon Pointe professionals for over 25 years and have found them to be very knowledgeable, very communicative, very competent and very good at what they do. I enjoy my relationship with all of them very much.
Outstanding money management. I’ve been with them for years, and they have not steered me wrong yet. They get to know you and tailor their advice to your specific situation.
My [advisor] is professional, very communicative, a good listener, and has always provided excellent service. I am very please with my experience at Beacon Pointe Advisors!
Looking for peace of mind, guidance, and professionalism with a personal touch. Beacon Pointe provides it all.
I have been working with Beacon Pointe for 10 years and couldn’t be happier with my team of advisors. Not only are they experts in their field, they truly care about the success and well being of their clients. They have advised me not only on my investment strategy and financial planning, but have also provided guidance and referrals in other important areas such as estate and tax planning. Having such a strong team behind me has given me unwavering confidence in my financial decisions.
After my husband passed away, I was truly grateful for the recommendation to Beacon Pointe Scottsdale. Three years later, I’ve not only seen significant growth in my investments but have also been supported by a team of smart and compassionate advisors. They’ve been there for everything—from answering my questions to proactively adding funds to my account for property taxes. It doesn’t get better than this!
Best team for all your financial needs.
Helped me with investments, now with retirement. Comprehensive, patient, competent.
Most competent advisor we have ever worked with… Team is friendly and helpful. We feel valued as clients.
Beacon Pointe Advisors are a talented, distinguished, reputable, experienced, and knowledgeable team of financial advisors who are committed to, and practice a client-first approach. We would not be in the strong financial situation we find ourselves today without Beacon Pointe guiding us along our journey toward financial independence.
I was self-managing our finances and don’t have near the knowledge it takes to properly manage a portfolio before and during retirement. I don’t even want to guess how much money we would have lost if we didn’t join.
We can trust that we will be requested to meet periodically and at the meeting will have a thorough review our our investments presented in material that we can take see, understand and take home to review. We can have honest discussions so that our relationship with our expenses and finances are known and understood. If a question or situation arises between meetings, I am always certain to receive a quick and friendly response. Best of all a relationship of trust has been established, and that is the essence of what a financial team should be.
We have been With Beacon Pointe for over 10 years. We started as small investors with minimal expertise and investment capital. But due to the white glove, and very personal service provided by the Beacon Pointe team, our portfolio and knowledge have grown greatly. Now that we are retired, their management of our funds and countless other financial matters has been essential and greatly appreciated. Bottom line, from day one to present we have always had a high degree of trust in the people and services at Beacon Pointe.
It’s refreshing to have an advisor who takes the time to listen first and then offers thoughtful, tailored solutions.
Beacon Pointe Advisors are incredible. The customer service is amazing, and the financial advice provided by the advisors is always well informed. I highly recommend Beacon Pointe Advisors to anyone.
Been a client of Beacon Pointe for 5 years now and have always had a very strong return. They are very realistic when managing expectations while being very thorough in their fund management. My rep is always available to speak and gives me a lot of his attention unlike the bigger wealth managers that tend to make you feel like just another number. I would highly recommend this firm.
The team’s collaborative approach and forward-thinking mindset set them apart from other firms. Whether it’s identifying new opportunities or navigating market fluctuations, we feel secure knowing our financial future is in such capable hands. Beacon Pointe Advisors has truly earned our trust and appreciation, and we wholeheartedly recommend them to anyone seeking a top-tier wealth management experience
Whenever a person selects a financial advisor there are some important prerequisites: Are they trustworthy? Are the recommendations in our best interests? Do the results match up with the recommendations? Over the years of working with Beacon Pointe, the prerequisites have been met.
The quality of service is excellent beyond our expectations. The Beacon Pointe team helped us plan for retirement, explaining the philosophy and with each meeting prepared us for next steps.
The Beacon Pointe team is competent, knowledgeable and very professional. The team is always very helpful and interested in meeting the needs of their clients.
The quality of service and professionalism of the Beacon Pointe team are excellent.
I came to Beacon Pointe looking for a secure retirement to supplement Social Security and my husband’s retirement annuity. They provided the investment know-how and advice to make our retirement income sufficient.
Beacon Pointe is knowledgeable, trustworthy, helpful, and interested in achieving financial growth with my assets.
Anybody who is looking for direction on their investing would benefit from Beacon Pointe. They keep you up to date on how the markets are doing and reacting, so you stay knowledgeable.
We are very comfortable with the trust we have placed in the team. Our returns meet our needs and are within our risk tolerance.
The Beacon Pointe team hasn’t just taken care of our finances, they have taken care of our family…
The Beacon Pointe team has been invaluable in guiding us through inheritance issues, insurance options, estate planning…
Beacon Pointe listened to our concerns and engaged a collaborative planning process… Their planning and advice was always professional and on target when we started 20 years ago, and continues to this day. Any question we ask is met with enthusiasm and fully explained, no matter how small. Without the partnership with Beacon Pointe, I know we would not be where we are today. Thank you for your dedication to effective and sound advice.
The investment strategy has been very successful in building my retirement portfolio. The quality of service and professionalism are of the highest caliber.
As early retirees, we were concerned about having enough funds for the years ahead. Working with the team at Beacon Pointe, we have been able to design a portfolio that meets our needs. Any time we have an investment question, we can call them and have it addressed.
Each member of the team provides their own particular skill set, knowledge, and experience, resulting in more benefit for us as clients than we could have gained by having just one wealth advisor. I have been with my current team for a long time and they have not only grown my investments steadily, but they are careful to protect them from loss in these challenging times
In our experience, a person would look long and hard to find a wealth management organization as conscientious, organized, and knowledgeable as this team. When considering their welcoming, caring approach, we have found none better. We are grateful to have them as partners and stewards of our future financial well-being. The team truly wants to know you and understand your needs, goals, and aspirations. We’ve always appreciated the guidance and ideas regarding investment considerations relative to our changing levels of acceptable risk as we’ve edged closer to retirement. As a result of the team’s interest, time, and investment in our financial planning, we feel our financial future is well in hand as we look toward retirement in the next several years.
Personal rapport has always been an important part of wealth management for us. This team believes in this too and it shows. Bravo!
Beacon Pointe Women’s Advisory Institute
As the largest women-led RIA in the nation, Beacon Pointe champions the financial encouragement of women and next-generation investors, fostering stronger lives and brighter futures. While our approach has been transformative for countless women worldwide, it has also been instrumental in helping thousands of individuals, couples, and families achieve their financial goals.

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