AdvisorHub Awards Beacon Pointe

As the largest female-led Registered Investment Advisory firm in the nation, we are thrilled to announce that our exceptional growth has garnered recognition in AdvisorHub’s prestigious annual rankings. With each office we open and team members we bring aboard, we meticulously assess the cultural alignment as a fundamental component of success, ensuring seamless integration into our entrepreneurial ethos and unwavering commitment to a client-first approach, facilitated by our proprietary allWEALTH® process to serve clients.

Below are Beacon Pointe’s various year-over-year AdvisorHub recognitions:

LeEric Daye - Headshot
Beacon Pointe’s LeEric Daye

 

2023 – In this year’s edition of ‘100 RIAs To Watch,’ we are honored to share that wealth advisor LeEric Daye out of our Beacon Pointe Boston office was featured as one of the top 100 advisors that are growing in 2023.

The advisors are ranked based on three criteria: scale, growth, and professionalism. The second annual ranking shines a light on advisors who have maintained consistent growth through market uncertainty. LeEric has spent over two decades helping high-net-worth individuals and families navigate complex financial planning matters including investment management, tax planning, retirement income distribution strategies, cash flow management, estate planning, and charitable giving. As a passionate advisor helping clients align their wealth with their values, LeEric specializes in Environmental, Social, and Governance (ESG) investing, known as Values-Based Investing at Beacon Pointe, which has accounted for his rapid growth since joining the firm. He helps high-net-worth individuals and families navigate complex financial planning matters to create a comprehensive roadmap to achieving their financial goals.

We are proud of LeEric and his commitment to making a positive difference in the lives of his clients and the environment.

To view the full list of the ‘100 RIAs to Watch, click here.

To read more about LeEric Daye, click here.

To download Beacon Pointe’s Guide to Values-Based Investing, click here.

Shannon Eusey Firm to Watch

2022 – The AdvisorHub ‘Firms to Watch’ rankings are in, and we are humbled to share that Beacon Pointe Advisors was featured as one of the top four RIA firms to watch in 2022.

The final selection was due in part to Beacon Pointe’s tremendous acquisition growth in 2021, completing 14 RIAs acquisitions, and simultaneously holding a strong commitment to our company culture and values. Embracing a strong client-first committed approach, and the value-added services we offer such as our Women’s Advisory Institute. Shannon Eusey, Beacon Pointe Chief Executive Officer, shares with AdvisorHub, “We felt it was our calling and our obligation to educate, engage, and empower women.”

To view the E-edition of the AdvisorHub September issue, please click here.

To see our feature story on AdvisorHub’s website as one of the four RIA Firms to Watch, please click here.

To learn more about Beacon Pointe’s Women’s Advisory Institute, click here.

Eric Newby Headshot
Beacon Pointe’s Eric Newby

 

Beacon Pointe Solo Advisor Recognized

2022 – In addition to Beacon Pointe’s firmwide recognition as a ‘Firm to Watch,’ Beacon Pointe Scottsdale wealth advisor, Eric Newby, was included as a Top 50 Solo Advisor by AdvisorHub. The solo advisor rankings were determined by both scale and growth; function of assets, production, and quality of service; and year-over-year change in assets, clients, and production.

 To read more about Eric Newby, click here.

 

If you could benefit from a conversation with our advisory team, we would be happy to provide a complimentary consultation.  

 

About AdvisorHub

As a financial advisor voice and advocator, AdvisorHub provides insight into breaking news, relevant products and services, significant compensation data, and a safe place to share growth strategies and best practices. The publication expands on traditional trade industry coverage and investigates journalism while providing sophisticated commentary on the wealth management industry.

For more information about AdvisorHub, please click here.

 

About Beacon Pointe

Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally. Institutional and private clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s, and more. For more information on Beacon Pointe’s wealth advisory services, please visit www.beaconpointe.com.

To view additional Beacon Pointe awards and recognitions, please click here.

 

Important Disclosure: Third-party awards, rankings, and recognitions are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor by any client or prospective client, nor are they representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the adviser’s clients. Registration as an investment advisor does not imply a certain level of training or skill.  Beacon Pointe Advisors did not pay to participate in any award or survey. This content is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. Some information may have been obtained from third-party sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. An investor should consult with their financial professional before making any investment decisions. For additional information about industry awards and rankings please see Important Disclosures.

 

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