Beacon Pointe Advisors is pleased to announce that it has been named as one of the top three Fastest Growing Registered Investment Advisory Firms in California, as listed in Citywire Magazine’s 50 Growers Across America special report.
The report, put together exclusively by Citywire’s editorial team, recognizes planning-centric Registered Investment Advisors (RIAs) that are making tremendous headway in their own markets and manage more than $100m in assets under management (AUM). Other factors such as percentage growth in AUM, monetary growth in AUM, and percentage growth in the number of employees, were also taken into consideration for this recognition.
In 2021 alone, Beacon Pointe’s AUM surged with the acquisition of 14 smaller RIAs representing approximately $7 billion in AUM. The growth also stems from Beacon Pointe’s strategic partnership with private equity investor, KKR. Today, with over $24 billion in AUM and 160+ wealth advisors serving more than 10,000 clients nationally, Beacon Pointe is proud and humbled to have been recognized as a fast-growing firm in California and across the nation.
You can view the full 50 Growers Across America 2022 Report here.
Beacon Pointe Advisors is also pleased to announce that it has been named as one of the top six Fastest Growing Registered Investment Advisory Firms in the country, as listed in FA Magazine’s Top 50 Fastest-Growing Firms.
Financial Advisors (FA) Magazine determined candidate ranking by the AUM of the previous year, amongst firms filing their own ADV report to the SEC and being an independent registered investment advisor. With a 90.28% growth from 2020 to 2021 and a year-end 2021 asset report of $24bn, Beacon Pointe is honored to have been ranked 6th amongst 50 competitors.
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 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 and 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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