Beacon Pointe was recently highlighted in the Orange County Business Journal as an RIA headquartered in Newport Beach, CA (Orange County) demonstrating strong growth. The article cited that Beacon Pointe Advisors has tripled its assets to $9.6+ bn from three years ago. The OCBJ list ranked RIAs based on AUM, with Beacon Pointe coming in at number 11 in the county.
The Orange County Business Journal also recently recognized Beacon Pointe’s impact on the local business community by including the firm as one of the OC 500 for 2020. The OC 500 is list of local newsmakers, influencers, business executives and others that drive Orange County’s diverse economy and has made a positive mark on the Community of Business.
The Beacon Pointe team is humbled and honored by these recognitions.
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
Beacon Pointe Advisors is an investment adviser registered with the United States Securities and Exchange Commission (“SEC”). The information set forth herein is for informational purposes only and is for the sole use of clients and prospective clients, and only in connection with the purposes for which it is presented. Third-party awards, rankings, and recognitions are no guarantee of future investment success. Awards 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 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. Nothing contained herein should be construed or relied upon as investment, legal or tax advice. Investors should consult with their financial professional before making any investment decisions.
