Beacon Pointe Recognized as a Barron's Top RIA Firm

It is a humble honor to be recognized by Barron’s for over half a decade as a top wealth advisory firm in the nation. We are deeply appreciative of the recognition of our company’s thoughtful and intentional growth and our efforts put forth to help clients achieve their financial aspirations through our allWEALTH® process, designed to align our clients’ life and wealth through a focus on three key areas: access to Institutional Quality Investments, Life & Legacy Planning, and Impact Initiatives.

The Barron’s Top 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. Barron’s evaluation is based on both qualitative and quantitative criteria, including assets managed by the firms, technology spending, staff diversity, succession planning, and other valuable metrics. There are additional subcategories considered, including type of asset, client retention, growth rate, philanthropic work, and more. The rankings are meant as a baseline for clients searching for an advisor – helping investors narrow down their search to feel confident about their RIA firm selection. For more information on Barron’s ranking methodology, click here.

Each year, the award has grown to include more and more firms in the list, starting with 20 top firms in 2016 and increasing year-over-year to reach 100 top firms in 2020, with over 13,000+ RIA firms across the country for Barron’s to select from. Barron’s Top 100 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.

Below is a compilation of Beacon Pointe’s various Barron’s year-over-year award rankings:

2023 – Barron’s annual Top RIA Firms ranking for 2023 is here and out of 100 noteworthy firms, Beacon Pointe has been named as a Top 15 Registered Investment Advisory (RIA) firm in the nation.

For the sixth consecutive year, Beacon Pointe has been recognized in the prestigious Barron’s Top 100 RIAs! The Beacon Pointe team is honored to be included and excited to continue making waves in the wealth advisory industry.

To view the full list of Barron’s Top RIA Firms for 2023, click here.

2022 – Out of 100 noteworthy firms, Beacon Pointe was ranked 16th in the nation, having gained five positions from the 2021 ranking.

To view the full list of Barron’s Top RIA Firms for 2022, click here.

2021 – Beacon Pointe secured spot 21 in Barron’s annual ranking for 2021, having gained nine positions from the 2020 ranking.

To view the full list of Barron’s Top RIA Firms of 2021, click here.

2020 – Beacon Pointe was named to Spot 30 in Barron’s Top 100 RIA Firms ranking.

In addition to being ranked among the Top 100 RIA firms in the nation, Beacon Pointe Chief Executive Officer, Shannon Eusey, was also included in Barron’s Executive Class listing. The Top 100 RIA Firm Executives who graduated into their management roles after starting as ranked advisors are exclusively included in this list. Shannon was the only woman on the list, having spent four years as a financial advisor before founding Beacon Pointe Advisors in 2002.

To view the full list of Barron’s Top RIA Firms of 2020, click here.

To view Barron’s Executive Class ranking and read about the changes the RIA industry experienced in 2020, click here.

2019 – Jumping up 16 spots from the prior year’s nationwide Top RIA Firms ranking, Beacon Pointe was named a Top 20 RIA Firm by Barron’s.

To view the full list of Barron’s Top RIA Firms of 2019, click here.

2018 – Barron’s included Beacon Pointe in their 2018 list of the Top 40 RIA Firms. The award has jumped from recognizing 20 top firms in 2016, and 30 in 2017, to 40 in 2018 to make room for the “explosive growth” of firms.

To view the full list of Barron’s Top 40 RIA Firms, click here.

 

If you could benefit from a conversation with our advisory team, we would be happy to provide a complimentary consultation.   

About Barron’s

Barron’s (www.Barrons.com) is a prominent source of financial news, delivering detailed analysis and commentary on investments, stocks, bonds, ETFs, options, commodities, market movements, and more each week online and through Barron’s magazine. The world’s premier investing publication is published by Dow Jones & Company since 1921. For more information on Barron’s, click here.

 

About Beacon Pointe

Beacon Pointe Advisors is a multi-billion-dollar registered investment advisory 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.

  • To view Beacon Pointe’s complete list of all other awards and recognitions, click here.
  • To view Beacon Pointe’s Institutional Consulting Services Team’s Barron’s recognition, click here.
  • To view Beacon Pointe’s Women Advisors Barron’s recognition, click here.

 

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.

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