Beacon Pointe, the largest women-led Registered Investment Advisory firm in the country announced that it has been named a finalist in the…
In The Community
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. In addition, companies that are in the top quartile for gender diversity on executive boards are 27% more likely to have superior value creation. Finally, gender diversity is also key to boosting workplace performance.
Latifah Mirzai has joined Beacon Pointe Advisors’ Denver office as a Client Service Associate. In this role, Mirzai handles new…
Beacon Pointe Advisors (“Beacon Pointe”) announced its latest partnership with Altavista Wealth Management (“Altavista”) with offices based in Asheville and Charlotte, North Carolina. With over $700M in assets under management, Altavista is Beacon Pointe’s third partnership in the Carolinas in the past 14-months.
The Altavista team is led by Dan Akers and Kyle Boyd who will both become Partners and Managing Directors at Beacon Pointe.
Beacon Pointe Advisors (“Beacon Pointe”) today announced that it completed five new RIA acquisitions and officially closed a previously announced investment from KKR at the end of 2021.
With the addition of these new partnerships, Beacon Pointe closed out 2021 with a total of 14 acquisitions amounting to more than $7 billion in assets under management, up from four deals completed in 2020 for roughly $2 billion AUM.
