Of 638 Registered Investment Advisor (RIA) firms from across the nation appearing in Financial Advisor (FA) Magazine’s 2017 Ranking, Beacon Pointe Advisors is listed at 31.
FA Magazine’s rankings are reflective of total assets under management (AUM).
FA Magazine is a publication serving financial planners, registered investment advisors (RIAs) and independent broker-dealers. Its articles and information focus on strategies and management advice for advisors of affluent clients.
Click here for Beacon Pointe’s 2015 Financial Advisor Magazine Cover Story – High Flying.
About Beacon Pointe:
Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We are 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.
Our mission is to provide comprehensive, objective investment advice and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies and the selection of what we believe to be superior investment managers.
Our employees are the FACES of Beacon Pointe:
Family-oriented, Ambitious, Collaborative, Entrepreneurial, Service-minded