Beacon Pointe Named to OCBJ’s Best Places to Work in Orange County

Beacon Pointe has been named to Orange County Business Journal’s List of Best Places to Work in Orange County for the second year in a row. This survey and recognition publication (the official Orange County Business Journal Names Beacon Pointe to List of Best Places to Worklist will be available in the OCBJ’s October publication) is dedicated to identifying and recognizing Orange County’s best employers. Beacon Pointe prides itself on creating an environment that fosters teamwork, employee growth, and strong work ethics.

To see the Orange County Business Journal list of Best Places to Work in Orange County, please click here.

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


Dedication to Service

The Beacon Pointe team is dedicated to delivering a superb service experience to every client. We understand the importance of being responsive, proactive and strive to go the extra mile to meet the needs of our clients.


Private Wealth Management

Investment Selection and Portfolio Management

Comprehensive Strategic and Financial Planning

Insurance Assessments and Risk Planning

Ongoing Monitoring and Oversight


Institutional Consulting

Investment Policy Statements

Asset Allocation Modeling

Investment Manager Search and Selection

Performance Management and Monitoring

Board, Committee, and Staff Education


Advisor Partnerships

Growth Opportunities and Synergies

Long-Term Succession Planning

Back Office Resources and Support

Enhanced Lead Flow and Operational Efficiencies


Retirement Plan Services

401(k) & 403(b) Plan Evaluation

Fiduciary Oversight and Operational Efficiency

Investment Manager Search and Selection

Performance Management and Monitoring

Committee and Plan Participant Education


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.


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