Beacon Pointe Advisors is proud to celebrate a longstanding history of recognition from D Magazine within the Dallas-Fort Worth community. Over the years, our firm and advisors have been honored through D Magazine‘s Best Wealth Manager and Best Financial Planners awards, reflecting a commitment to fiduciary advice, comprehensive planning, and exceptional client service.
These recognitions highlight the dedication of our advisors in helping clients pursue their financial goals through personalized strategies and trusted relationships. We are grateful to D Magazine for highlighting our efforts in the wealth management industry. Below is a compilation of Beacon Pointe’s various year-over-year awards:
Best Wealth Manager
The Heritage Financial Planning team became part of Beacon Pointe Advisors in 2025; the predecessor team was included in D Magazine’s Best Wealth Manager recognition for 10 consecutive years, from 2015 to 2024.
This annual award highlights wealth managers in the Dallas-Fort Worth metroplex selected through esteemed peer nominations and an editorial review of ethical standards, client service, professional excellence, and commitment to growing client assets.
Best Financial Planners
Behind every recognition is a dedicated professional making a meaningful impact. Beacon Pointe is proud to celebrate several members of our DFW advisory team whose achievements have been recognized in their community. Meet the honored advisors below.
Allison Geiger, CFP®
Partner and Managing Director Allison Geiger, CFP®, has been recognized by D Magazine as a Best Financial Planner fourteen times, earning distinctions in 2010, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, and 2025.
Allison joined Beacon Pointe Advisors in 2025 through the acquisition of Heritage Financial Planning, where she built a distinguished career providing comprehensive financial planning services through a highly personalized and relationship-driven approach. Her dedication to helping clients navigate complex financial decisions and achieve long-term success has earned the trust of families across the Dallas-Fort Worth area.
To view Allison’s award recognition through the years, click here.
Bryan Jackson, CFP®
Senior Wealth Advisor Bryan Jackson, CFP®, has been recognized by D Magazine as a Best Financial Planner twice, earning distinctions in 2023 and 2025.
Bryan works closely with Beacon Pointe’s investment and financial planning teams to develop customized strategies that help clients pursue financial independence and preserve their legacies. His growing recognition within the Dallas financial planning community highlights his commitment to delivering personalized solutions and exceptional client care.
To view Bryan’s award recognition through the years, click here.
Burk Rosenthal, CFP®, CFS, ChFC®, CRC®
Based in Fort Worth, Partner and Managing Director Burk Rosenthal, CFP®, CFS, ChFC®, CRC®, has been recognized by D Magazine as a Best Financial Planner four times, earning distinctions in 2013, 2014, 2016, 2020, and 2022.
With more than 30 years of experience advising clients, Burk has dedicated his career to helping individuals and families successfully navigate life’s major transitions, including retirement, divorce, the loss of a spouse, and business succession planning. His continued recognition reflects his commitment to thoughtful guidance and exceptional client service.
To view Burk’s award recognition through the years, click here.
Chad Smith, CFP®, ChFC®, CLU®
Partner and Senior Wealth Advisor Chad Smith, CFP®, ChFC®, CLU®, has been recognized by D Magazine as a Best Financial Planner seven consecutive times, earning distinctions from 2019 through 2025.
Chad joined Beacon Pointe Advisors in 2025 through the acquisition of Heritage Financial Planning, where he served clients for many years with a personalized approach to wealth management. He has spent more than two decades helping high-net-worth individuals and families navigate retirement planning, tax strategies, estate planning, and risk management. He has also been a special guest at numerous industry events, further establishing him within the industry.
To view Chad’s award recognition through the years, click here.
Steve Blankenship, CFP®
Partner and Managing Director Steve Blankenship, CFP®, has been recognized by D Magazine as a Best Financial Planner fourteen times, earning distinctions in 2010, 2013, 2014, 2015, 2016, 2017, 2018, 2019, 2020, 2021, 2022, 2023, 2024, and 2025.
With more than two decades of experience in wealth management and financial planning, Steve founded Heritage Financial Planning with a vision of delivering objective, personalized financial guidance centered on each client’s unique goals and values. Heritage Financial Planning joined Beacon Pointe Advisors in 2025, where he continues his commitment to fiduciary advice and comprehensive planning.
To view Steve’s award recognition through the years, click here.
We congratulate Steve, Allison, Chad, Burk, and Bryan on these accomplishments and thank them for their continued dedication to serving clients with integrity, professionalism, and excellence. Their collective recognition reflects the depth of professionalism and client-first commitment that define Beacon Pointe Advisors and its advisory team serving the Dallas-Fort Worth community.
About D Magazine
Founded in 1974, D Magazine is a leading regional publication serving the Dallas-Fort Worth area. The magazine covers local business, culture, dining, politics, and community affairs, and also publishes annual rankings and recognitions highlighting outstanding professionals and organizations across a variety of industries.
D Magazine‘s Best Financial Planners list recognizes financial professionals serving the Dallas-Fort Worth area who are nominated by their peers and evaluated through an independent review process. The recognition highlights professionals who have demonstrated excellence within the financial planning profession and who have earned the respect of fellow industry practitioners.
For more information about D Magazine and its Best Financial Planners program, please click here.
About Beacon Pointe
Beacon Pointe Advisors is one of the nation’s largest registered investment advisory firms, 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. Beacon Pointe has been recognized by various industry publications, including Forbes, Financial Advisor Magazine, Barron’s, and more. For more information on Beacon Pointe’s wealth advisory services, please visit BeaconPointe.com.
If you could benefit from a conversation with our advisory team, we would be happy to provide a complimentary consultation.
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 believed to be reliable; however, Beacon Pointe has not independently verified the accuracy or authenticity of such 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.