Beacon Pointe Advisors Awarded Best Financial Advisory Ranking by USA Today
USA Today published its first-ever list of the best financial advisory firms in the nation, and we are thrilled to share that Beacon Pointe Advisors was included in the winning rankings. Nationally recognizing our firm’s exceptional financial and client services, we are honored to be listed.
The goal of the ranking is to provide consumers with a unique ‘insider’s view’ of the top financial advisory firms in the industry – providing consumers with the research needed to make thoughtful business decisions when it comes to selecting an RIA and a wealth management financial advisor.
Statista, an online database, partnered with USA Today to develop independent market research via an online survey, to accurately determine the registered investment advisory firm (RIA) rankings. Experts (employees of RIA firms) and clients (those who are/have been advised by RIA firms) could participate in the online survey from November 7, 2022 – January 13, 2023. Winning firms are identified based on the most frequent recommendations, best rated by survey participants, and other researched metrics.
This 2023 list of the best financial advisory firms in the country is funded, directed, and supported by Statista and USA Today.
For the complete USA Today winning rankings, please click here.
For FAQs regarding the survey selection, please click here.
About USA Today
USA TODAY NETWORK is the largest local-to-national digital media organization in the country. USA TODAY, the network’s flagship brand, sits at the center of the network, accompanied by hundreds of local media organizations reporting on the stories and cultural moments happening across nationwide communities and America. The USA TODAY NETWORK has received 96 Pulitzers and has been recognized with numerous other local, regional, and national awards including the Edward R. Murrow Award; Columbia Dupont; George Polk Award; Robert F. Kennedy Journalism Award; and the Batten Medal.
For more information about USA TODAY, please click here.
Statista is an online database provider, publishing established rankings and company listings with high-profile media partners around the world. As one of the world’s largest business data platforms, Statista’s statistics database is widely known and acknowledged throughout the globe as a basis for fast and comprehensive research for data, facts, and numbers.
For more information about Statista, 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 a 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 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.
© Beacon Pointe Advisors. All Rights Reserved.