Beacon Pointe, a multi-billion-dollar registered investment advisor headquartered in Newport Beach, CA, announced that it has been included in Barron’s 2021 Top 100 Registered Investment Advisor (RIA) list coming in at number 21, jumping 9 spots from the previous year’s ranking.
With the goal of shining a spotlight on the nation’s best RIA firms, the 6th annual ranking of independent advisory companies by Barron’s is based on both qualitative and quantitative criteria, including assets managed by the firms, technology spending, staff diversity, succession planning and other metrics.
The Beacon Pointe team is humbled and honored to be included again in Barron’s Top 100 RIAs for the fourth consecutive year.
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.
Beacon Pointe Advisors is an investment adviser registered with the United States Securities and Exchange Commission (“SEC”). The information set forth herein is for informational purposes only and is for the sole use of clients and prospective clients, and only in connection with the purposes for which it is presented. Third-party awards, rankings, and recognitions are no guarantee of future investment success. Awards 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 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. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. Investors should consult with their financial professional before making any investment decisions.