The AdvisorHub ‘Firms to Watch’ rankings are in and we are thrilled to share that Beacon Pointe Advisors was featured as one of the four RIA firms to watch in 2022.
In The Community
Barron’s 7th annual ranking of Registered Investment Advisors (RIAs) is here and out of 100 noteworthy firms, Beacon Pointe was named Top 16 in the nation! Moving five spots up from last year’s ranking, we are honored and humbled to have been included again for the fifth consecutive year.
RIA Intel has named Beacon Pointe Advisors as their RIA Growth Leader of the Year for 2022! Awards were chosen by RIA Intel’s editorial team, recognizing firms and industry leaders that are impacting the investment community, clients, and employees in significant and innovative ways.
Out of nearly 1,000 nominations, and 8 competing finalists for the category, Beacon Pointe is thrilled to announce we have been named industry award winner as M&A Leader of the Year by WealthManagement.com (“Wealthies”).
Beacon Pointe, the largest women-led Registered Investment Advisory firm in the country announced that it has been named a finalist in the…
Beacon Pointe is proud to share the art collection recently installed in the Newport Beach, CA platform headquarters office, which was…
Beacon Pointe opened its doors in March 2002 with zero offices and zero assets under management. Fast forward twenty years to March 2022, Beacon Pointe now has 35 offices and more than $25 billion in assets under management with a nationwide team of more than 350 professional members and 10,000+ clients.
Did you know that studies have shown a diverse management team correlates with higher profitability? One study showed that executive teams that were highly gender-diverse were 21% more likely to outperform on profitability.
Latifah Mirzai has joined Beacon Pointe Advisors’ Denver office as a Client Service Associate. In this role, Mirzai will be responsible…