AdvisorHub Awards Beacon Pointe

 

We are thrilled to announce Beacon Pointe Advisors has garnered recognition in AdvisorHub’s prestigious annual rankings. With each office we open and the professional 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:

Karen Reifel2024 – Out of 1,000 talented wealth advisors, we are proud to announce that senior wealth advisor, Karen Reifel, CFP® was included in the ‘200 RIAs to Watch’ category ranking, securing the Top 14 position in the 2024 AdvisorHub ‘Advisors to Watch’ awards. With this year’s ranking including 100 more wealth advisors in the category talent pool than last year, we commend Karen Reifel, CFP® for proudly representing Beacon Pointe Advisors and for her client service excellence. Notably, AdvisorHub also highlighted Karen for her dedication to financial literacy, with her efforts backing the Amazon best-selling book, Your Dollars, Our Sense: A Simple Guide to Money Matters, and co-hosting the Beacon Pointe podcast, Your Dollars, Our Sense.

In the 2024 released rankings, AdvisorHub received nominations from 339 firms, with nominees required to have a minimum of seven years of experience, a $150m AUM minimum, and a clean regulatory record. Additionally, advisors were ranked on the 1) size and makeup of their practice; 2) year-over-year growth; 3) and professionalism. The trends driving advisors’ success this year were noted by AdvisorHub as teamwork, systemization, and AI usage, advisor plus models, and values (not ESG) – however, the publication also highlights that it is hard work and diligence that create the habits that drive the results and create the success.

Karen’s alignment with our Beacon Pointe mission to provide comprehensive, client-focused wisdom marks her as a vital asset to our team and this recognition is a testament to her outstanding efforts to strengthen individuals and her clients with the knowledge to achieve financial autonomy.

To view the full list of the ‘Top 200 RIAs’, click here.

To read more about Karen Reifel, CFP®, click here.

LeEric Daye - Headshot

2023 – In the 2023 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 the industry.

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.

Eric Newby HeadshotEmbracing 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.”

In addition to Beacon Pointe’s firmwide recognition as a ‘Firm to Watch,’ Beacon Pointe Scottsdale wealth advisor, Eric Newby, CFP®, 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 learn more about Beacon Pointe’s Women’s Advisory Institute, click here.

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

To read more about Eric Newby, CFP®, click here.

To see our feature story on AdvisorHub’s website as one of the four RIA Firms to Watch, please 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. ‘Your Dollars, Our Sense’ was authored by the women of Beacon Pointe Advisors. Rating provided by Amazon Book Services in 2017. Best Seller Publishing was compensated by Beacon Pointe for facilitating the book publication and ranking process by Amazon Book Services. 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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