Beacon Pointe, a multi-billion-dollar registered investment advisor headquartered in Newport Beach, CA announced that it has been named a winner across several categories for ThinkAdvisor Magazine’s inaugural Luminaries awards.
The Luminaries awards were created by ThinkAdvisor Magazine out of a desire to celebrate top advisors, industry executives, teams, RIAs, broker-dealers, asset/investment/portfolio managers and other firms by showcasing their achievements in four key areas: Diversity & Inclusion, Thought Leadership & Education, Executive Leadership and Dealmaking. Each category was broken up into three subcategories for consideration, awards for individuals, firms, and products, programs, and services.
Beacon Pointe took home four awards across three of the four main categories. In the category of Executive Leadership-Individual RIAs, Beacon Pointe CEO Shannon Eusey was named a winner. In the category of Thought Leadership & Education – Products, Programs & Services, Other, Beacon Pointe was named a winner for the firm’s proprietary allWEALTH® approach to serving the needs of our clients.
Finally, in the Dealmaking category, Beacon Pointe was named a winner as both a firm and as an individual, with President Matt Cooper recognized for his exceptional achievements in the dealmaking and growth space.
The Beacon Pointe team is humbled and honored by these recognitions.
If you could benefit from a conversation with our advisory team, we would be happy to provide a complimentary consultation.
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.
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.
Copyright © 2024 Beacon Pointe Advisors, LLC®. No part of this document may be reproduced.
