Our Firm
As an established Registered Investment Advisory firm, Beacon Pointe provides clear, objective investment and financial guidance to institutions, individuals and families.

Founded in
2002

Headquartered in Newport Beach, CA
with 12 offices across the U.S.

3500+
Client Relationships

130+ Employees
Nationwide

80+ Designations
CFA, CFP® , JD, Among Others

$9 Billion in Assets
under Advisement

What Makes Us Who We Are

Our mission is to provide comprehensive and objective investment and financial advice to a select group of clients. This advice is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies and the selection of what we believe to be superior investment managers.

Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, individuals and families. We provide our clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential financial impact of those decisions. We focus on full service financial planning and research driven investments. We are 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.

Our employees are the FACES of Beacon Pointe:

Family-oriented

Ambitious

Collaborative

Entrepreneurial

Service-minded

2002Founded Beacon Pointeto put clients firstEstablished as a RegisteredInvestment Advisory (RIA) firmserving institutional and2008Guided clients throughtumultuous marketsReinvested back into the firm by expanding2011Founded Womens AdvisoryInstitute (WAI)Founded Beacon Pointe2013Our partner office opens inNewport Beach, CA2015(BPA & BPWA combined)1st East Coast office in Boston, MA2016Everything is bigger in Texas!Beacon Pointe opens anoffice in Plano, TXEstablished the Retirement PlanWealth Advisors (BPWA)Our first partner office isestablished in Scottsdale, AZExpansion continues into theSan Francisco Bay area2012Inland Empire is now representedwith the Riverside, CA joining the teamthe team and technological capabilitiesLaunched Beacon PointesFinancial Planning DepartmentWelcome to the American Riviera!An office location opens inSanta Barbara, CA$9+ billion assests under advisementHistory re-invented in New England with ourServices Group to better servecorporate retirement2017Our 2nd office opens on thecontinues with the addition ofThe City of Brotherly Love!Expansion in Southern CaliforniaEast Coast in Philadelphia, PAPalm Desert, CA teamprivate clients.2018Your Dollars, Our Sense, anBeacon Pointe publishesinternational best seller rankedretirement plans#1 in 6 different business andfinance categoriesOur History
Dedication to Service

The Beacon Pointe team is dedicated to delivering a superb service experience to every client. We understand the importance of being responsive, proactive and strive to go the extra mile to meet the needs of our clients.

Private Wealth Management

Investment Selection and Portfolio Management
Comprehensive Strategic and Financial Planning
Insurance Assessments and Risk Planning
Ongoing Monitoring and Oversight

Institutional Consulting

Investment Policy Statements
Asset Allocation Modeling
Investment Manager Search and Selection
Performance Management and Monitoring
Board, Committee, and Staff Education

Advisor Partnerships

Growth Opportunities and Synergies
Long-Term Succession Planning
Back Office Resources and Support
Enhanced Lead Flow and Operational Efficiencies

Retirement Plan Services

401(k) & 403(b) Plan Evaluation
Fiduciary Oversight and Operational Efficiency
Investment Manager Search and Selection
Performance Management and Monitoring
Committee and Plan Participant Education

We’re Making Headlines

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

Beacon Pointe is a frequently featured expert, contributing to various new sources and industry publications on a wide array of topics.