We are honored to receive recognition from Financial Times over the past several years as one of the nation’s premier wealth advisory firms. The following accolades are a testament to our commitment to purposeful growth, as well as our dedication to assisting clients in realizing their financial dreams though our innovative allWEALTH® process.
Below are Beacon Pointe’s year-over-year Financial Times awards.
Financial Times (FT) 401 Top Retirement Advisers
The Financial Times 401 Top Retirement Advisors list is an independent listing produced annually by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times. The FT 401 is based on data gathered from advisors, regulatory disclosures, and the FT’s research. The listing reflects each advisor’s status in six primary areas: DC plan assets under advisement (AUA), DC AUA growth rate, specialization in DC plans, years of experience, advanced industry credentials and compliance record.
The Beacon Pointe Retirement Plan Services Group serves clients ranging from corporations and practices, educational institutions, healthcare organizations and arts and cultural organizations. They specialize in 401(k)s, 403(b)s, and non-qualified deferred compensation plans. Each client is surrounded by a dedicated advisory team that seeks to distinguish true value through the careful assessment of suitable providers whose services and capabilities best align with a client’s unique needs.
This award is not indicative of the advisor’s future performance. Neither the advisors nor their parent firms pay a fee to the Financial Times in exchange for inclusion in the FT 401.
2020 – Beacon Pointe’s Retirement Plan Services Group has been named to the 2020 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the United States.
This is the sixth annual FT 401 list, and a total of 855 advisors applied for the award, of which 401 were selected (47%).
The final FT 401 represents an impressive cohort of elite advisers. The median DC plan assets administered by this year’s group is $800 million. These are true specialists as DC plans on average account for 86% of total client assets. The FT 401 advisers represent 41 states and Washington, D.C.
To view the full listing of the Financial Times 401 Top Retirement Advisers for 2020, visit their website here.
2019 – Beacon Pointe Retirement Plan Services Group has been named to the 2019 edition of the Financial Times 401 Top Retirement Advisers. The list recognizes the top financial advisers who specialize in serving defined contribution (DC) retirement plans across the United States.
This is the fifth annual FT 401 list. The final FT 401 represents an impressive cohort of elite advisers: the “average” adviser in this year’s FT 401 has over 22 years of experience advising DC plans and manages $1.6 billion in DC plan assets. The FT 401 advisers hail from 40 states and Washington, D.C., and DC plans on average account for 84% of their total assets under management.
To view the full listing of the Financial Times 401 Top Retirement Advisers for 2019, visit their website here.
Financial Times 300 Top Registered Investment Advisers
The Financial Times 300 Top Registered Investment Advisors list is determined by research produced independently by Ignites Research, a division of Money-Media, Inc., on behalf of the Financial Times (FT). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility.
RIA firms applied for consideration, having met a minimum set of criteria. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to Financial Times in exchange for inclusion in the FT 300.
2020 – Beacon Pointe Advisors is pleased to announce it has been named to the 2020 edition of the Financial Times 300 Top Registered Investment Advisers. This is the seventh annual FT 300 List produced and recognizes top independent RIA firms from across the United States. Over 750 qualified firms applied for the award, 300 of which were selected (40%).
The final FT 300 represents an impressive cohort of elite RIA firms, as the median AUM of this year’s group is $1.9 billion. The FT 300 Top RIAs represent 39 different states and Washington, D.C.
About Financial Times
Financial Times is a leading British news organization known for its focus on business, markets, politics, finance, and economic news. The publication has a paying readership of one million, and it is part of Nikkei Inc. It is recognized internationally for its authority, integrity, and accuracy. The Financial Times produces content that is meant to help individuals and businesses make informed decisions.
About Beacon Pointe Advisors
Beacon Pointe Advisors is one of the nation’s largest registered investment advisers (RIAs), with offices and clients located nationally. 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. For more information on Beacon Pointe Advisors, please visit our website.
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.
