Beacon Pointe named to America's Top Wealth Advisors by Forbes

August 25, 2020 – Beacon Pointe Advisors is pleased to announce it has been named to America’s Top Wealth Advisors by Forbes. Of 32,000+ nominations received, 15,500+ advisors were invited to complete the online survey and 12,000+ telephone interviews were conducted in order to determine the country’s top 250 wealth advisors.

Research produced independently by SHOOK Research for the Forbes ranking of America’s Top Wealth Advisors, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

 

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About Beacon Pointe:

Beacon Pointe Advisors is a registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally. 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. 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.

 

 

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