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 16 offices across the U.S.

4,000+
Client Relationships

160+ Employees
Nationwide

100+ Designations & Certifications
CFA, CFP®, JD, MST, Among Others

$11.8+ Billion in Assets
under Advisement

What Makes Us Who We Are

Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.

Our mission is to provide comprehensive, objective investment advice and financial guidance that 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.

Our employees are the FACES of Beacon Pointe:

Family-oriented

Ambitious

Collaborative

Entrepreneurial

Service-minded

Our History
We maintain our traditional roots but have a lens focused on the future.
2002
Founded the firm as a Registered Investment Advisor (RIA) to put clients first.
2008
Guided clients through tumultuous markets, reinvested back into the firm by expanding the team and technological capabilities, and launched Beacon Pointe’s Financial Planning Department.
2011-2013
Founded Beacon Pointe's Women's Advisory Institute, established our first partner office in Scottsdale, AZ (2011) and continued CA office expansion in the Bay Area (2011), the Inland Empire (2012), Santa Barbara (2013) and Newport Beach (2013) .
2015
Grown client assets under management to over $9 billion, and the firm is now coast-to-coast establishing its first East Coast office in Boston, MA.
2016
Everything is bigger in Texas! Beacon Pointe opens an office in Plano, TX and also establishes the Retirement Plan Services Group to serve corporate retirement plans.
2017
The city of Brotherly Love! Our 2nd East Coast office opens in Philadelphia, PA and expansion continues in Southern California with a Palm Desert office.
2018
Beacon Pointe published "Your Dollars, Our Sense," an international best seller ranked #1 in six different business and finance categories.
2019-2020
Helping more and more clients across the country now with over $11 billion in assets under management. Opened offices and expanded our professional team in Winter Park, FL and Summit, NJ serving the greater NY, CT and NJ areas.
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.

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