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.
01.

Beacon Pointe is a successful operating RIA, not a financial/model consolidator.

02.

Beacon Pointe Advisors exists first and foremost for our advisor partners and their clients.

03.

Beacon Pointe Advisors has been built to be a great long-term operating company and is not forced to have an “event” (IPO, Sale).

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.

Looking to grow your office
and leverage robust resources.

Thinking about putting a
succession plan in place.

Creating certainty for the future
of your team and clients.

It’s All About Helping You
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

Back Office Support

More Client Focused

Enhanced Lead Flow

Marketing & Social Media Management

Financial Planning Team & Tools

Women’s Advisory Institute

Industry Awards & Recognition

Get to Know Our Partners & Our Vision for the Future

Investing in Growth: Exploring KKR’s Attraction to $25B+ RIA Beacon Pointe

RIA Channel BP Interview
Beacon Pointe In The News
International Women Day Graphic
Beacon Pointe recognizes International Women’s Day!

Did you know that studies have shown a diverse management team correlates with higher profitability? One study showed that executive teams that were highly gender-diverse were 21% more likely to outperform on profitability. In addition, companies that are in the top quartile for gender diversity on executive boards are 27% more likely to have superior value creation. Finally, gender diversity is also key to boosting workplace performance.

North Carolina Team Photo
Beacon Pointe Continues North Carolina Expansion
Beacon Pointe Advisors (“Beacon Pointe”) announced its latest partnership with Altavista Wealth Management (“Altavista”) with offices based in Asheville and Charlotte, North Carolina. With over $700M in assets under management, Altavista is Beacon Pointe’s third partnership in the Carolinas in the past 14-months. The Altavista team is led by Dan Akers and Kyle Boyd who will both become Partners and Managing Directors at Beacon Pointe.
Beacon Pointe Finishes Strong in 2021
Beacon Pointe Advisors Finishes Strong in 2021
Beacon Pointe Advisors (“Beacon Pointe”) today announced that it completed five new RIA acquisitions and officially closed a previously announced investment from KKR at the end of 2021. With the addition of these new partnerships, Beacon Pointe closed out 2021 with a total of 14 acquisitions amounting to more than $7 billion in assets under management, up from four deals completed in 2020 for roughly $2 billion AUM.
Connect with our Strategic Partnership Team

If you are a business owner or an advisor looking for growth opportunities and elevating your clients’ service experiences, we look forward to connecting with you.

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