Wealth Management Designed for You.

Solutions that blend your financial, personal, and purpose-driven goals.

Beacon Pointe is one of the nation’s largest registered investment advisory firms, serving high-net-worth individuals and families, businesses, and institutions. We are a client-first company driven by innovation, a steadfast commitment to fiduciary standards, and operational excellence, creating a white-glove experience for our clients.

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63B+

Assets Under Advisement*

375+

Certifications & Advanced Degrees*

90+

Offices Throughout the U.S.*

850+

Team Members*

^{*As of 6/30/2026}

Industry RECOGNITION

Award-Winning Excellence

Barron’s

Top 100 RIA Firms
2025

USA Today

Best Financial Advisory Firm
2025

Worth

Top RIA Firms
2025

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Our Solutions

Tailored Guidance For Every Need

We help individuals and families, businesses, and institutions optimize their financial health with customized wealth plans so they can thrive with confidence and intention.

Private Wealth Solutions

The vast majority of our clients are individuals, couples, and families that are navigating demanding careers and successful (yet complex) finances, and have meaningful responsibility, both professionally and personally. Our solutions are designed to be comprehensive, coordinated, and adaptable, evolving as your life and needs change.

Family Office Solutions

Discreet, personal-CFO-level guidance with multi-generational planning and concierge coordination. White-glove service with a commitment that goes beyond conventional financial management to create a tailored experience for your family’s unique needs.

Plan Sponsor Solutions

As proactive partners with our Plan Sponsors, we seek to understand all aspects of each employer’s retirement plan, provide knowledgeable guidance, and deliver exceptional service to both the business and its employees.

Services for Institutions

Board-ready, mission-first strategies focused on outcomes and governance. We provide sophisticated consulting solutions for endowments, foundations, and institutional investors.

Our Approach

A Process-Driven Path

Our structured methodology combines institutional discipline with personalized service, ensuring clarity and confidence at every step.

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Discovery and Understanding

We begin by deeply understanding your unique circumstances, goals, and values. Through comprehensive discovery, we map your complete financial landscape and identify what matters most.

Strategic Planning

We run forward-looking financial planning scenarios to stress test goals, cash flow, and risk tolerance under different market conditions. Pair that with a review of current portfolio allocations to identify gaps, inefficiencies, and opportunities for better alignment with your objectives.

Implementation

With precision and care, we execute your plan using best-in-class solutions. Our process-driven approach ensures every detail is handled with institutional rigor and personal attention.

Ongoing Stewardship

Your needs evolve, and so does your plan. We provide continuous monitoring, proactive adjustments, and regular communication to keep you on track toward your goals.

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“Your trust is our most valuable asset.”

— Matt Cooper, Beacon Pointe CEO

Why Beacon Pointe

The Principles That Guide Everything We Do

Our commitment to independence, transparency, and fiduciary duty isn’t just talk—it’s the foundation of every decision we make on your behalf.

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Fiduciary Commitment

We are legally and ethically bound to act in your best interest, always. No hidden agendas.

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Independence

As an independent firm, we have the freedom to recommend the best solutions for you, not those that benefit us.

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Institutional Rigor

We bring the same disciplined processes used by endowments and foundations to every client relationship.

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White-Glove Service

Sophisticated advice delivered with personalized attention and care. You’re not a number—you’re a valued partner.

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Transparency

Clear communication, straightforward pricing, and full visibility into our recommendations and reasoning.

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Long-Term Partnership

We’re invested in your success. Your goals become our mission, year after year.

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_{Important Disclosure: Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities. Past performance is not an indication of future performance. All investments involve risk and, unless otherwise stated, are not guaranteed. Beacon Pointe does not provide legal or tax services. Please consult with a tax, legal, or financial professional before implementing any investment strategy.}