David Le, Beacon Pointe’s Chief Technology Officer was recently named CTO of the Year by WealthManagement.com (the “Wealthies”). David was…
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Beacon Pointe announced that it has been named a winner across several categories for ThinkAdvisor Magazine’s inaugural Luminaries awards.
– Beacon Pointe, LLC, parent company to Beacon Pointe Advisors, LLC, and KKR, a leading global investment firm…
Beacon Pointe Advisors announces its latest partnership with Rosenthal Retirement Planning (“Rosenthal”), based in Fort Worth, TX.
Beacon Pointe Advisors multiplied its presence in the state of Arizona with its seventh acquisition in 2021, adding $430M Stonegate….
Beacon Pointe has been included in Barron’s 2021 Top 100 Registered Investment Advisor (RIA) list coming in at number 21, jumping 9 spots…
As the second acquisition in the span of 30 days, $500M Rainier becomes Beacon Pointe’s 25th nationwide office.
Beacon Pointe was recently highlighted in the Orange County Business Journal as an RIA headquartered in Newport Beach, CA (Orange County)…
Beacon Pointe Advisors has closed another substantial acquisition, partnering with Northstar Investment Advisors based in Denver, CO.
Beacon Pointe, a multi-billion-dollar registered investment advisor headquartered in Newport Beach, CA announced that it has been named a…
