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.
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).
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.
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.
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
Industry Awards & Recognition
Beacon Pointe, a multi-billion-dollar registered investment advisor headquartered in Newport Beach, CA, announced that it has been included in Barron’s…
David Le, Beacon Pointe’s Chief Technology Officer was recently named CTO of the Year by WealthManagement.com (the “Wealthies”). David was…
Meet Our Strategic Partnership & Integration Team
Connect with our Strategic Partnership and Integration Team.
If you are a business owner or advisor looking for growth opportunities, we look forward to connecting with you.