NAPA Recognizes Beacon Pointe Advisors

The National Association of Plan Advisors (“NAPA”), an affiliate organization of the American Retirement Association, was created by and for retirement plan advisors. Every year, NAPA curates a list of leading Retirement Plan Advisors and teams doing incredible retirement planning in their communities, and our Beacon Pointe Retirement Plan Services Group team is honored and humbled to receive recognition for serving a diverse clientele of plan sponsors nationwide.

Below is a compilation of NAPA’s year-over-year award rankings highlighting Beacon Pointe:

 

2024 – For a fourth consecutive year, we are proud to share that our Retirement Plan Services Group has been named to NAPA’s List of the Top Defined Contribution (“DC”) Advisor Multi-Office Firms for 2024. Unlike prior awards received by NAPA, the Top DC Advisor Multi-Office Firms award recognizes firms with more than one office/physical location. The report is based on self-reported DC assets under advisement (AUA) and represents more than $2 trillion in AUA. We take great pride in our team of committed retirement plan advisors, whose significant efforts are instrumental in securing a more financially stable retirement for millions of Americans.

To view NAPA’s complete list of the 2024 Top DC Advisor Team rankings, click here.

Please Note: The NAPA accolades are based on the previous calendar year’s numbers, but upkeep became too unwieldy, and NAPA has now updated the award processes to reflect the year in which it’s released even though it is still based on last year’s numbers. Therefore, the below award dates signify the year we received recognition from NAPA, followed by the year that NAPA assessed its data. 

2023/2022 – For a third consecutive year, Beacon Pointe’s Retirement Plan Services Group has been named to NAPA’s list of the nation’s leading DC advisor teams. Recognizing top teams with at least $100 million in assets under advisement, broadly defined as being in a single physical location, and acknowledging those who specialize in serving DC retirement plans, our Retirement Plan Services Group is honored to have been included in the 2022 Top DC Advisor Team rankings.

To view NAPA’s complete list of 2022 Top DC Advisor Team rankings, click here.

2022/2021 – Beacon Pointe’s Retirement Plan Services Group has been named to the 2022 edition of the NAPA list of the nation’s Top DC Advisor Teams. The NAPA Top DC Advisor Team list highlights the nation’s leading retirement plan advisor firms, and it is based on self-reported assets under advisement as of December 31, 2022, unless otherwise noted. We are proud of our group of retirement plan advisors, whose dedication and hard work help to support greater financial stability for many Americans approaching retirement.

To view NAPA’s complete list of 2021 Top DC Advisor Team Rankings, click here.

2021/2020 – Beacon Pointe’s Retirement Plan Services Group has been named to the 2021 edition of the NAPA list of the nation’s Top DC Advisor Teams. The list recognizes top firms and the assets under advisement related to their defined contribution practice, acknowledging those who specialize in serving DC retirement plans across the United States.

This is the fourth annual Top DC Advisor Team list produced by NAPA, and to be considered, firms had to submit responses to an application form, including information about their practices, notably their defined contribution assets under advisement. There were no fees required to participate in the application process.

To view NAPA’s complete list of 2020 Top DC Advisor Team Rankings, click here.

 

If you could benefit from a conversation with our retirement plan advisory team, we would be happy to provide a complimentary consultation.    

 

About NAPA

The National Association of Plan Advisors (NAPA), a branch of the American Retirement Association, was established by and specifically serves retirement plan advisors. Its membership extends to other professionals in the retirement industry who are allies of plan advisors.

While numerous trade associations in Washington represent the broader financial services sector and address issues relevant to advisors, NAPA uniquely dedicates itself solely to the concerns of retirement plan advisors, distinguishing NAPA from other groups.

 

About Beacon Pointe’s Retirement Plan Services Group

The Beacon Pointe Retirement Plan Services Group specializes in serving plan sponsors of 401(k)s, 403(b)s, and other non-qualified deferred compensation plans. Each client has a dedicated advisory team that, in a fiduciary capacity, seeks to distinguish true value through the careful assessment of suitable providers whose services and capabilities best align with the Plan. Beacon Pointe is honored to be recognized by NAPA for the contributions that the firm’s Retirement Plan Services Group has made in serving plan sponsors nationwide.

 

About Beacon Pointe

Beacon Pointe Advisors (“Beacon Pointe”) 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 a 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 and on Twitter @BeaconPointeRIALinkedInFacebook, and Instagram @BeaconPointeAdvisors.

 

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.

© Beacon Pointe Advisors. All Rights Reserved.

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...