Beacon Pointe is honored to receive recognition from Newsweek as one of the nation’s premier wealth advisory firms with an exceptional team of wealth advisors.
Beacon Pointe’s inclusion in the ‘America’s Top Financial Advisory Firm’ list by Newsweek reflects our commitment to helping clients realize their financial dreams through our innovative allWEALTH® process and purposeful growth. Our allWEALTH® approach is meticulously designed to harmonize our clients’ lives and wealth by centering on three fundamental pillars: access to Institutional Quality Investments, Life & Legacy Planning, and Impact Initiatives. Furthermore, allWEALTH® is a national platform of ours, offering holistic services we are proud to provide for our clients.
Read more about Beacon Pointe’s first Newsweek award ranking below:
America’s Top Financial Advisory Firms
2026 – For the second year in a row, Newsweek partnered with Plant-A Insights Group to curate their list of ‘America’s Top Financial Advisory Firms 2026,’ highlighting 1,000 companies across the country to help clients achieve their financial goals.
The ranking features firms with more than $20 million in assets under management (AUM), at least three wealth advisors, a minimum of five individual clients, and at least two years of SEC registration. Newsweek then evaluated these firms based on asset performance, client performance, adviser expertise, client ratio, breadth of service offerings, and conflicts of interest.
Beacon Pointe is honored to be included in this shortlist, as it recognizes our commitment to providing exceptional client service and helping clients achieve their financial and life goals. Our team of talented, experienced, and passionate wealth advisors is dedicated to maintaining clients’ trust.
To view the full Newsweek 2026 Top Financial Advisory Firms list, click here.
If you could benefit from a conversation with our advisory team, we would be happy to provide a complimentary consultation.
About Newsweek
Newsweek is a global weekly news magazine and digital news outlet that covers news, analysis, and opinion. The publication is headquartered in New York, and since its founding in 1933, it has covered international affairs, politics, business, and culture. Newsweek provides comprehensive, current coverage for a broad international audience, including industry awards across a variety of sectors. Newsweek continues to evolve into a modern multimedia brand, offering insightful commentary and in-depth storytelling that inform, engage, and connect readers around the world.
About Plant-A Insights Group
Headquartered in Manhattan, New York, Plant-A Insights Group is a leading data and analytics research firm for the creation of large-scale company and industry rankings for global tier one brands in media. Their goal is to provide consumers and businesses with insights, guided by facts and superior technology, by creating comprehensive lists and rankings.
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.
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.
