Industry Awards & Recognitions

Beacon Pointe has been nationally recognized as a top-tier Registered Investment Advisor across a wide array of industry awards and rankings.

2024 (to-date)
Forbes' Top Women Wealth Advisors
2023
FA Magazine Top RIA Firms in America
Barron's Top 100 RIA Firms
America's Top RIAs by Forbes
USA Today's Best Financial Advisory Firms
NAPA Top DC Advisor Team
RIA Intel RIA of the Year Finalist
Top Retirement Plan Adviser by PLANADVISER
Barron's Top 100 Institutional Consulting Teams
CEO of the Year by RIA Intel
AdvisorHub's Top 100 RIAs to Watch
Citywire 50 Fastest Growing RIAs
OCBJ Excellence in Entrepreneurship
2022
America's Top RIAs by Financial Advisor Magazine
Barron’s Top 100 RIA Firms
InvestmentNews Women to Watch
Top 100 Retirement Plan Advisor Teams by PLANADVISER
50 Fastest Growing Companies by Citywire Magazine
FA Magazine 50 Fastest Growing Firms
Growth Leader of the Year by RIA Intel
M&A Leader of the Year by WealthManagement.com
CEO & CMO of the Year Finalists by WealthManagement.com
AdvisorHub RIA Firm to Watch
NAPA Top DC Advisor Team
2021
Barron's 100 Top RIA Firms
America's Top Women Wealth Advisors by Forbes
InvestmentNews 40 Under 40 Financial Advisors
Best-in-State Wealth Advisors by Forbes
OC 500 Orange County Business Journal
NAPA Top DC Advisor Teams
100 Fastest Growing Companies by OC Business Journal
M&A, CEO, CTO, & CMO of the Year Finalists by WealthManagement.com
CTO of the Year by WealthManagement.com
FA Magazine Top RIA Firms
Top RIA by ThinkAdvisor
2020
Barron’s America’s Best RIA Firms
America’s Top Wealth Advisors by Forbes
FA Magazine Top 50 Fastest Growing Firms
InvestmentNews Women to Watch
Top Wealth Advisor Moms by Working Mother Magazine
FA Magazine Top RIA Firms
Financial Times Top 300 RIAs
Financial Times 401 Top Retirement Plan Advisers
WealthManagement’s Thought Leader of the Year Finalist
Worth Magazine’s 50 Women Changing the World
2019
Barron’s America's Top RIA Firms
InvestmentNews 40 Under 40
FA Magazine Top RIA Firms
WealthManagement’s Thought Leader of the Year Nominee
2018
Barron’s America's Best RIA Firms
Barron’s Top Women Financial Advisors (Top 10)
Barron’s Top 1200 Financial Advisors (Top 20 in CA)
FA Magazine Top RIA Firms
2017
Barron’s Top 100 Independent Advisors
FA Magazine Top RIA Firms
InvestmentNews 40 Under 40
Financial Times 401 Top Retirement Advisers
NAPA Top DC Advisor Teams
Barron’s Top 1200 Financial Advisors
Forbes 100 Fastest Growing RIAs
Barron’s Top 100 Women Financial Advisors
2016
Forbes 100 Fastest Growing RIAs
Barron’s Top Advisor Rankings for CA
Barron’s Top 100 Women Financial Advisors
Financial Times Top 300 RIAs
FA Magazine Top RIA Firms
2015
Forbes Top 100 Wealth Managers
Orange County Business Journal Top Financial Advisors
WealthManagement.com Top 100 RIAs
Barron’s Top 100 Independent Advisors
Barron’s Top Advisor Rankings for CA
Financial Times Top 300 RIAs
FA Magazine Top RIA Firms
2014
Charles Schwab IMPACT Trailblazer Award Winner
OC Register Top Places to Work in OC
Barron’s Top 100 Independent Wealth Advisors
Financial Times Top 300 RIAs
FA Magazine Top RIA Firms

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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