Elevating RIA businesses from Success to Significance
Beacon Pointe is a collaborative partnership of successful wealth advisor entrepreneurs, focused on our clients, creating synergies, value and growth.

You Could Be a Perfect Fit
Beacon Pointe is a collaborative partnership of successful wealth advisor entrepreneurs, focused on our clients, creating synergies, value and growth. Partner offices and advisors that join Beacon Pointe leverage an industry-leading strategic platform of resources and technology of one of the largest and most successful RIAs in the country. Beacon Pointe is about maximizing our partners’ entrepreneurial experience.



What I love about my partnership experience is that the culture has remained steady. When I joined, it was a much smaller firm, there was a focus on being collaborative, and entrepreneurial, if you have a good idea, let’s run with it, let’s look at it. Those elements of the firm and that collaborative nature, that entrepreneurial spirit, have not changed since almost a decade ago.


I never thought that I would take this partnership route or join a larger firm until later in my career, but it became apparent with the lack of succession planning, and then the growth challenges we were facing, that we needed to partner with someone. I have been very blessed to play on a lot of wonderful sports teams, championship teams, in college and throughout my life, and I wanted to participate in that again, but do it on the business side. When I saw that Beacon Pointe had over 50 collegiate athletes as part of their professional team, I knew I had found my home. Beacon Pointe is a culture of people who know how to work in teams, who have faced adversity, and know how to get things done together.

On one hand, you have the firms that are all the way, “conform with us”, and “do exactly what we tell you.” You are changing the whole image, and that is great and works for a lot of firms. Then there are firms on the other side… and neither one of those fits. We were looking for something right in the middle, and Beacon Pointe just hit it out of the park. I’m an entrepreneur at heart, my partner and I built this business and we wanted to be involved still, and we wanted to have a say, and a lot of the other firms didn’t get that… so that’s why we chose Beacon Pointe, and it’s worked perfectly.

Beacon Pointe is structured to help offices grow by creating a platform that removes the operational nuances that RIAs deal with. Things like Compliance, Marketing, Human Resources, and the Finance Department, are normally things that we would have to deal with. By taking those off of our plate, we now can focus on taking care of clients and helping them grow.
Important Disclosure: The above testimonials were provided by current Beacon Pointe Partners and Managing Directors. Managing Directors and Partners received no material incentives or benefits for their testimonials. Testimonials are based on an individual’s experience and do not guarantee a level of success, nor do they guarantee that all managing directors and partners will have the same experience.
Partner Perspectives
Our partners share their journeys of joining Beacon Pointe. Learn about their considerations, their non-negotiables, and the value they were seeking to add through a partnership.
Certainty to Your Future
Most owners maintain a significant amount of their net worth in their business. When an owner is ready to retire, Beacon Pointe must buy the owner’s remaining stock at fair market value with no discounts applied. Beacon Pointe Advisors facilitates the transition of equity and creates certainty for clients and employees, providing all of the benefits of scale without the cost or risk to the partner.
Enhanced Growth
When partner offices and advisors join Beacon Pointe, they are able to leverage the back office and resources of one of the largest and most successful RIAs in the country. Creating scale allows for exponential growth and added efficiencies across all partner offices and teams. In addition, Beacon Pointe’s access to leading custodian retail referral programs provides opportunity for enhanced lead flow.
Resources for You and Your Team
Thought Leadership and Media
If you are a business owner or advisor looking for growth opportunities, we look forward to connecting with you.
Beacon Pointe is a successful operating RIA, not a financial/model consolidator.
Beacon Pointe Advisors exists first and foremost for our advisor partners and their clients.
Beacon Pointe Advisors has been built to be a great long-term operating company and is not forced to have an “event” (IPO, Sale).
Meet Our Partnership & Integration Team
Recent Posts
Beacon Pointe Advisors (“Beacon Pointe”) unveils its latest acquisitions of…
In this new role, Gregg will support the growing portfolio of Beacon Pointe’s Retirement Plan Services Group, which…
With immense pride, Beacon Pointe is thrilled to share our accolades from The Orange County Business Journal (“OCBJ”)…