As the largest women-led Registered Investment Advisory (RIA) firm nationwide, Beacon Pointe has an active commitment to diversity across the company, with over 50% of our executive leadership team being comprised of women. In addition, nearly half of our nationwide professional team is female. Our advisors work with an unwavering aspiration to constantly elevate the service experience for our clients.
Barron’s annually recognizes the best female wealth advisors in the nation from top wealth advisory firms. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk and pursuance of a wide range of goals. Barron’s rankings serve as a starting point for interested investors to help find the right RIA for their goals and financial situation.
Below is a compilation of Beacon Pointe’s noteworthy female wealth advisor accolades by Barron’s:
2018 – Beacon Pointe is excited to announce that Chief Executive Officer and Founder, Shannon Eusey, was named to Barron’s Top 100 Women Advisors of 2018, having ranked in the Top 6 for the second consecutive year. Under Shannon’s continuous leadership, Beacon Pointe has grown to help over 13,000 households with their financial plans and excelled in aligning clients’ goals with their portfolios through our allWEALTH® process and unique planning needs women may experience through Beacon Pointe’s Women’s Advisory Institute.
To read the full interview with Beacon Pointe CEO and Barron’s, click here.
2017 – Barron’s recognized Beacon Pointe’s Chief Executive Officer, Shannon Eusey, in Barron’s Top 100 Women Advisors of 2017. This special report lists America’s Top Women Financial Advisors, as identified by Barron’s, and Beacon Pointe is excited to share the news that our firm’s Chief Executive Officer and Founder, Shannon Eusey, was ranked amongst the Top 6.
To view the full list of Barron’s Top 100 Women Advisors for 2017, click here.
Barron’s (www.Barrons.com) is a prominent source of financial news, delivering detailed analysis and commentary on investments, stocks, bonds, ETFs, options, commodities, market movements, and more each week online and through Barron’s magazine. The world’s premier investing publication is published by Dow Jones & Company since 1921. For more information on Barron’s, 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.
To view Beacon Pointe’s complete list of all other awards and recognitions, 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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