For the past couple of years, Beacon Pointe has been honored to be included in Citywire’s ‘50 Fastest Growers Across America’ special report. This report highlights firms that are growing at an exponential rate, whether that be organically or through mergers and acquisitions or a combination thereof.
The report, put together exclusively by Citywire’s editorial team, recognizes planning-centric Registered Investment Advisors (RIAs) that are making tremendous headway in their markets and manage more than $100m in assets under management (AUM). Other factors, such as percentage growth in AUM, monetary growth in AUM, and percentage growth in the number of employees, were also taken into consideration for this recognition.
As Beacon Pointe continues our thoughtful growth and scale to bring our services to more clients throughout the nation, our purpose stays the same: provide objective, thoughtful investment and financial guidance to help our clients reach their financial goals through our allWEALTH® approach.
We extend our gratitude to Citywire for acknowledging our efforts and achievements. Below is a compilation of Beacon Pointe’s various Citywire accolades:
2023 – For a second consecutive year, we are honored to share that Beacon Pointe has been recognized as a Fastest Growing Registered Investment Advisory Firm (RIA). This time, Citywire has named Beacon Pointe the fastest-growing RIA in California!
With 9 acquisitions and 12 new office locations in the first three quarters of 2023, Beacon Pointe has acquired $4+ billion in assets under management. However, it’s not just acquisitions that accelerate our firm’s expansion. Beacon Pointe’s organic growth has compounded year-over-year, and our team is proud and honored to serve more than 14,000 clients nationwide.
To view the complete 2023 50 Growers Across America report by Citywire, click here.
2022 – Beacon Pointe Advisors is pleased to announce that it has been named one of the top three Fastest Growing Registered Investment Advisory Firms in California, as listed in Citywire Magazine’s 50 Growers Across America special report.
In 2021 alone, Beacon Pointe’s AUM surged with the acquisition of 14 smaller RIAs representing approximately $7 billion in AUM. Beacon Pointe is proud and humbled to have been recognized as a fast-growing firm in California and across the nation.
To view the complete 2023 50 Growers Across America report, click here.
About Citywire
Citywire, a London-based financial publishing and information group, is dedicated to delivering comprehensive news, information, and valuable insights to professional advisors and investors worldwide. The financial publishing group’s specialization lies in meticulously tracking the performance of fund managers, curating a rich tapestry of events, news, analyses, and exclusive data on fund manager performance, all designed to empower professional investors—ranging from asset managers and financial advisors to wealth managers and fund selectors—in their pursuit to “Make Better Investments™.
For more information on Citywire, 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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