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 as well as the marketing resources of one of the largest and most successful RIAs in the country. Beacon Pointe is about maximizing our partners’ entrepreneurial experience.
Hear From Your Industry Peers – 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.
Explore your options, schedule a partnership intro call.
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 News
Beacon Pointe Advisors (“Beacon Pointe”) unveils its latest acquisitions of Bridge Advisory with offices in Pasadena, CA, and Newport Beach, CA, and Charleston Investment Advisors in Mt. Pleasant, SC.
It is a humble honor to be recognized by Barron’s for over half a decade as a top wealth advisory firm in the nation.
It is a humbling honor to be recognized by Financial Advisor Magazine for nearly a decade as a top wealth advisory firm amongst its ranking lists of RIAs with more than $1 billion in assets under management. Below is a compilation of Beacon Pointe’s various FA Magazine year-over-year award rankings.