The Beacon Pointe Institutional Consulting Group is incredibly honored to receive recognition from Barron’s as a Top 100 Institutional Consulting Team. Our Beacon Pointe team of institutional consultants are proactive partners who seek to be an extension of a client’s internal staff. They are dedicated to understanding all aspects of the institution’s investment objectives, conveying knowledgeable guidance, and providing exceptional service to a wide array of clientele. As a fiduciary, Beacon Pointe utilizes a client-focused approach to investment advice intentionally separating the key duties of consultant, custodian, and asset manager, thereby minimizing conflicts of interest and always making decisions in the best interest of clients. We are honored and humbled that our institutional roots and our passion for doing right by our clients are recognized by our industry and our peers.
Below is a compilation of the Top 100 Institutional Consulting Team Barron’s year-over-year award rankings:
2025 – We’re proud to announce that the Beacon Pointe Institutional Consulting Group has been named to Barron’s Top 100 Institutional Consulting Teams for 2025—marking our third consecutive year on this prestigious national list.
This recognition celebrates the top wealth management teams in the U.S. serving institutional clients such as pension plans, university endowments, nonprofit foundations, and other large organizations.
To view the full list of honorees, please click here.
2024 – The Beacon Pointe Institutional Consulting Group was named one of Barron’s Top 100 Institutional Consulting Teams for 2024 and the second consecutive year. The list acknowledges the nation’s top wealth management teams specializing in investing for large organizations, such as pension plans, university endowments, charitable foundations, and the like.
2023 – Beacon Pointe’s Institutional Consulting Group is proud to be named to Barron’s list of the Top 100 Institutional Consulting Teams of 2023.
To view additional Beacon Pointe awards and recognitions, please click here.
To view Barron’s Top Advisors Methodology, please click here.
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About Barron’s
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 one of the nation’s largest registered investment advisory firms 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.
Beacon Pointe has been recognized by various industry publications, including Forbes, Financial Advisor Magazine, Barron’s, and more. 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.
