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.

2023
America's Top RIAs by Financial Advisor Magazine
Barron's Top 100 RIAs
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
OCBJ 500 Directory of Influence
Top 100 Retirement Plan Advisor Teams by PLANADVISER
50 Fastest Growing Companies by Citywire Magazine
100 Fastest Growing RIAs by Financial Advisor Magazine
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 Influential Companies by OC 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
Top RIA by FA Magazine
ThinkAdvisor's Top Products, Programs & Services
ThinkAdvisor's Top Independent Growth Leader
ThinkAdvisor's Top Growth Firm
Top RIA by ThinkAdvisor
2020
Barron’s America’s Best RIA Firms
America’s Top Wealth Advisors by Forbes
FA Magazine's Top 50 Fastest Growing Firms
InvestmentNews Women to Watch
Top Wealth Advisor Moms by Working Mother Magazine
Top RIA by FA Magazine
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
InvestmentPal’s Top 25 Pinterest Savvy Financial Advisors
2019
Barron’s Top 50 RIA Firms (Top 20)
InvestmentNews 40 Under 40
FA Magazine's 10 Largest RIA Firms In The West
Top RIA by FA Magazine
Financial Times 401 Top Retirement Advisers
WealthManagement’s Thought Leader of the Year Nominee
2018
Barron’s Top 40 RIA Firms
Barron’s Top Women Financial Advisors (Top 10)
Barron’s Top 1200 Financial Advisors (Top 20 in CA)
Top RIA by FA Magazine
2017
Barron’s Top 100 Independent Advisors
Top RIA by FA Magazine
InvestmentNews 40 Under 40
Financial Times 401 Top Retirement Advisers
NAPA Top DC Advisor Teams
Barron’s Top 1200 Financial Advisors in CA
Forbes 100 Fastest Growing RIAs
Barron’s Top 100 Women Financial Advisors
InvestmentPal’s Top 30 Social Media Savvy 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
Financial Times Top RIA National Ranking
InvestmentPal’s Top 30 Social Media Savvy Advisors
Top RIA by FA Magazine
2015
Forbes Top 100 Wealth Managers
OC Business Journal Top Financial Advisors
Rep/WealthManagement.com Top 100 RIAs
Barron’s Top 100 Independent Advisors
Barron’s Top Advisor Rankings for CA
Financial Times Top 300 RIAs
Top RIA by FA Magazine
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 RIAs
2013
Investment News Top Fee Only RIAs
Rep/WealthManagement.com Top 100 RIAs
Forbes Top 50 Wealth Managers
Forbes Fastest Growing Wealth Managers
OC Business Journal Best Places to Work
Barron's Top 100 Independent Wealth Advisors
2012
Barron’s Top 100 Independent Wealth Advisors
Financial Advisor Magazine Top RIAs
Rep/WealthManagement.com Top 100 RIAs
Barron’s Top 100 Independent Financial Advisors
OC Business Journal Best Places to Work
Best of Newport Beach (Financial Consultants)
2011
Financial Advisor Magazine Top RIAs
Registered Rep Top 50 Wealth Management RIAs
AdvisorOne.com Top Wealth Managers
Trusts & Estates Top 50 RIAs
OC Business Journal Best Places to Work
2010
Orange Coast Magazine Top Scoring Wealth Managers
WealthManagerWeb.com Top Wealth Managers
Investment Advisor Top 100 Wealth Managers
Financial Advisor Top RIAs
2009
Wealth Manager Top 50 Women in Wealth Mgmt.
Registered Rep America’s Top 100 RIAs
Wealth Manager Top Wealth Managers
Orange Coast Magazine Best Personal Wealth Managers
2005-2008
Wealth Manager Top Wealth Managers
Registered Rep America’s Top 100 RIAs
Forbes Top 10 Most Dependable Wealth Managers
Financial Advisor Magazine Top RIAs by Asset Growth
Wealth Manager Top Wealth Managers Superstars
Bloomberg Wealth Manager Top Wealth Managers

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 and average of all, or a sample of all, of the experiences of the adviser’s clients.  Registration of 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. For additional information regarding specific award criteria, or to request a copy of the award article or ranking, please email info@beaconpointe.com

IMPORTANT NOTICE:

You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.
Loading...