Beacon Pointe is honored to have been recognized by the Dallas Business Journal, which covers local business news and publishes rankings in the greater Dallas, TX community. As Beacon Pointe continues to expand its presence in the Dallas-Fort Worth metroplex, we are proud to have been included repeatedly in the Dallas Business Journal’s annual industry rankings and shortlists, which recognize our continued growth, intentional expansion, and dedication to client service excellence.
Below is a compilation of Beacon Pointe’s year-over-year inclusions in the Dallas Business Journal rankings:
Largest Wealth Management Firms in North Texas
2026 – Beacon Pointe was once again ranked in the 5th spot on the Dallas Business Journal’s ‘Largest Wealth Management Firms in North Texas’ list, which is calculated based on local AUM from the previous year. We are honored to be included on this list, which underscores our growth in DFW and our continued commitment to providing exceptional client service to our Texas-based clients (and beyond).
To view the full list of Largest Wealth Management Firms in North Texas for 2026, click here.
Wealth Management Firms in North Texas
2025 – We are excited to announce that Beacon Pointe was ranked in the 5th spot on the list for ‘Wealth Management Firms in North Texas’ by the Dallas Business Journal. The ranking is based on local AUM, and all companies must be independently-owned and have a location in a North Texas County.
To view the full list of Wealth Management Firms in North Texas for 2025, click here.
Dallas-Fort Worth Metro Area Wealth Management Firms
2023 – Beacon Pointe was included in the Dallas Business Journal’s list of ‘Dallas-Fort Worth Metro Area Wealth Management Firms’ for 2023. The list of 25 firms was ranked alphabetically and by local AUM based on the wealth management firms that responded to the eligibility survey.
To view the full list of Dallas-Fort Worth Metro Area Wealth Management Firms for 2023, click here.
About Dallas Business Journal
The Dallas Business Journal is a leading local business news publication covering the Dallas–Fort Worth area. Founded in 1977, it serves as a key source of breaking business news, research, and events for professionals and companies in North Texas. The Journal publishes a weekly print edition, along with digital content, daily newsletters, industry-specific updates, and special features that recognize companies and leaders shaping the region’s economy. Its coverage spans commercial real estate, finance, technology, healthcare, and more. Through its reporting, rankings, and annual awards programs, the publication highlights innovation, growth, and excellence across industries, including finance, real estate, technology, and healthcare.
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.
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 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.