Jumping up 16 spots from Barron’s 2018 ranking, Beacon Pointe is named a Top 20 RIA.
Newport Beach, CA, Thursday, September 19, 2019 — Since its founding in 2002, Beacon Pointe has grown exponentially and has since become one of the largest Registered Investment Advisors (RIA) in the country having gone from a single office in Newport Beach, CA starting with $0 in client assets in 2002 to now 16 offices nationwide and over $10.8 billion in assets under advisement (as of 6/30/19).
Jumping up 16 spots from last year’s nationwide top RIA firm rankings, Beacon Pointe was just named a Top 20 RIA Firm by Barron’s. Each year, the award has grown to include more and more firms to the list, going from recognizing only 20 firms in 2016 to 50 now in 2019 with over 13,000+ RIA firms across the country to select from. The Barron’s Top 50 RIA Firms award ranking is dedicated to recognizing elite firms across the country that demonstrate steady growth, both organically and through mergers and acquisitions of smaller RIA firms.
Many of the firms selected by Barron’s currently have 15+ office locations, with an average of 75+ advisors and 29,000+ advisory clients. Beacon Pointe’s diversity in leadership (in addition to the firm’s CEO, more than 50% of the firm’s leadership team is comprised of women as well as almost half of its employee workforce is female), continual acquisitions and nationwide office expansion, steady client growth and openness to new technology with an unwavering aspiration to constantly elevate the service experience for clients will continue to play an important role in Beacon Pointe’s future.
As Beacon Pointe has big plans for future nationwide expansion, the firm maintains its Newport Beach, CA roots and its headquarters office location and has a commitment to upholding its active engagement within the Orange County community.
To view the full list by Barron’s, click here.
To view all Beacon Pointe awards and recognitions, please click here.