Beacon Pointe is deeply honored to have been recognized by Forbes for over a decade. We express our profound gratitude for this acknowledgment of our company’s sustained growth and steadfast commitment to assisting clients in achieving their financial goals through our allWEALTH® process.
Below is a compilation of Beacon Pointe’s various Forbes year-over-year award rankings:
Forbes America’s Top Wealth Advisors Ranking and Best-In-State Advisors Ranking
2024 – In their sixth annual Best-In-State Wealth Advisors ranking, Forbes recognized Beacon Pointe Partner and Managing Director, Carrie Gallaway, CFP®, and Senior Wealth Advisors Julie Johnson, CDFA® and Samuel Mitchell, CFP®, MBA. The ranking features 8,507 seasoned advisors who collectively oversee more than $13.5 trillion in client assets. Forbes’ rankings were compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms.
To view the full Forbes 2024 Best-In-State Wealth Advisors list, click here.
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.
2015 – We are elated to share that Forbes named Beacon Pointe to America’s Top 100 Wealth Managers of 2015. Being named to the Top 15 is a true honor, and we are grateful to be recognized as a leading and innovative RIA in the ever-evolving industry.
In 2015, Forbes expanded its list to include 100 RIA firms, with members of the list managing at least 50% of their assets on behalf of clients through wealth management services. They are assessed on both quantitative and qualitative criteria.
To view the full list of the Forbes 2015 Top Wealth Managers, click here.
2013 – We are honored to be recognized by Forbes as one of America’s Top 50 Wealth Managers, ranking 17th in the nation.
RIAs were included in the 2013 list if at least 50% of their clients include high net worth and/or non-high net worth individuals and provide services including portfolio management, asset allocation, manager selection, or financial planning.
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. Considered advisors need to have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience, and those who encompass best practices in their approach to working with clients.
To view the full list of the Forbes 2013 Top Wealth Managers, click here.
Forbes America’s Top RIA Firms Ranking
2023 – In the second annual America’s Top RIAs ranked by Forbes, Beacon Pointe Advisors was recognized as a Top 5 RIA firm!
The rankings are based on qualitative criteria, such as revenue trends, assets under management, compliance records, industry experience, and those encompassing best practices and approaches to working with clients. Out of 42,000 nominations received and 250 noteworthy RIAs showcased in the complete ranking, Beacon Pointe is honored to be included as one of America’s Top 5 RIA firms.
To view the full Forbes 2023 Top RIA Firms list, click here.
To view Beacon Pointe’s profile on Forbes, click here.
Forbes Top Women Wealth Advisor and Best-In-State Women Wealth Advisors Rankings
2024 – In their eighth annual ranking of the Top Best-In-State Women Wealth Advisors, Forbes recognized Beacon Pointe Senior Wealth Advisor Julie Johnson, CDFA®. The ranking features 1,991 women managing cumulative assets of over $2.8 trillion. Forbes’ list was compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms to rank advisors.
To view the full Forbes 2024 Best-In-State Top Women Wealth Advisors list, click here.
2023 – In their seventh annual Best-In-State Women Wealth Advisors, Forbes recognized Beacon Pointe Partner and Managing Director Carrie Gallaway, CFP®, MST. The ranking features thousands of women managing cumulative assets of over $1.5 trillion. Forbes’ list was compiled by SHOOK Research, which uses financial data and interviews candidates nominated by their firms to rank advisors.
2021 – In their fifth annual Top Women Wealth Advisor list, Forbes recognized Beacon Pointe Chief Executive Officer, Shannon Eusey, in an extensive ranking covering areas of client service, compliance, and investing processes. The ranking covers 1,000 of the best female wealth advisors in the nation, managing nearly $1.2 trillion in assets.
Forbes Fastest Growing RIA Firms Ranking
2016 – Beacon Pointe has been ranked 12th in the Forbes 100 Fastest Growing RIA Firms of 2016!
The 2016 ranking showcased wealth management firms by growth in assets over the past ten years with many of the firms accruing more than $1 billion in assets. To be considered for the Forbes ranking, each firm must be a registered investment advisor (RIA) with the SEC, must provide wealth management services, and must serve individual clients as a primary focus. Firms managing large funds, hedge funds, broker/dealers, or having disciplinary disclosures were excluded from the list.
If you could benefit from a conversation with our advisory team, we would be happy to provide a complimentary consultation.
About Forbes
Forbes (www.Forbes.com) is a prestigious American business magazine and digital media company renowned for its business, finance, technology, and lifestyle coverage. Founded in 1917, Forbes is widely recognized for its influential rankings, including the Forbes 400 and Forbes Global 2000, making it a trusted resource for business professionals, investors, and enthusiasts worldwide.
For additional information about Forbes, click here.
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.
To view additional Beacon Pointe awards and recognitions, please 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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