The AdvisorHub ‘Firms to Watch’ rankings are in and we are thrilled to share that Beacon Pointe Advisors was featured as one of the 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 value-added services we offer such as our Women’s Advisory Institute, designed to empower women through difficult life transitions to ensure they feel confident about their investments, are some of the differentiating factors that help make Beacon Pointe the firm it is today. Shannon Eusey, Beacon Pointe Chief Executive Officer and leader of the nation’s largest women-led RIA, shares with AdvisorHub, “We felt it was our calling and our obligation to educate 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 4 RIA Firms to Watch, please click here.
Beacon Pointe Solo Advisor Recognized
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. Eric Newby is well deserving of this accolade.
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 advisory 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.
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 of 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. Only private legal counsel may recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein. An investor should consult with their financial professional before making any investment decisions.
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