Two Partners from Beacon Pointe Advisors Ranked on Barron’s Prestigious
2014 Top 100 Independent Wealth Advisors List
Newport Beach, California – August 29, 2014 – Two partners of Beacon Pointe Advisors, one of the nation’s largest independent Registered Investment Advisory (RIA) firms with headquarters in Southern California, were recently ranked on Barron’s: Top 100 Independent Wealth Advisors list for 2014. One advisor, was the top ranked female advisor on the list.
A veteran of the financial services industry, Beacon Pointe President Shannon Eusey serves on the firm’s investment committee and is also a founding member of Beacon Pointe’s Women’s Advisory Institute (WAI), which provides a full range of financial and investment educational tools, as well as sophisticated investment management and advisory services to women. Eusey was ranked at No. 20 on this year’s Barron’s Top Independent Advisors list and was the highest ranking female overall for 2014. This was her first appearance on the annual list.
“Our position on this list is a great affirmation of our success as a firm,” said Eusey. “The Beacon Pointe team strives to provide the highest level of service to our clients and I believe our dedication to building long-term relationships, along with our strong commitment to encouraging the active involvement of women investors through WAI, has made us a dominant industry player today.”
Senior Managing Director Douglas Allison is a founding partner of Beacon Pointe Advisors and is responsible for servicing and consulting for both the firm’s institutional and private clients. Allison appeared on Barron’s list at No. 60, up from No. 69 in 2013. “It is an honor to be named on this highly regarded list two years consecutively,” said Allison. “Beacon Pointe has been ranked among the nation’s top advisory firms consistently over the last decade. We will continue our pursuit of excellence and look forward to expanding our reach even further.”
Barron’s is a premier financial magazine published by Dow Jones & Company that is dedicated to helping investors grow their portfolios while minimizing risk. The publication produces several revered rankings throughout the year, such as the Top 100 Advisors and Top 100 Female Advisors. This year’s Top 100 Independent Wealth Advisors rankings were based off of the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors’ practices.
About Beacon Pointe Advisors
Beacon Pointe Advisors is one of the nation’s largest independent Registered Investment Advisors (RIA) with over $7 billion in assets under management (as of 3/31/2014) and headquarters in Southern California with five affiliate firms nationwide. As a 100% employee-owned, independent investment advisory firm since 2002, we provide clear and objective investment advice, solely advocating for our diverse group of clients including endowments, foundations, institutions, and high-net-worth individuals. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor, Barron’s and more.