RIA Intel has named Beacon Pointe Advisors as their RIA Growth Leader of the Year for 2022! Awards were chosen by RIA Intel’s editorial team, recognizing firms and industry leaders that are impacting the investment community, clients, and employees in significant and innovative ways.
The genesis behind Beacon Pointe’s incredible growth and recent acquisition activity is due in large part to the efforts of our President, Matt Cooper, and his incredible Mergers and Acquisitions Team who was also recently recognized by WealthManagement.com as M&A Leader of the Year. In 2021 alone, Beacon Pointe’s M&A Team has totaled 14 acquisition transactions, expanding Beacon Pointe’s presence to 37 offices in both new and existing marketplaces, adding new locations in five states. This recognition from RIA Intel comes in addition to recent nods from both CityWire Magazine and Financial Advisor Magazine, who also recognized Beacon Pointe as a Top 50 Fastest Growing Firm earlier this year.
For additional details about this award and to view the full list of winners, click here.
Prior to the announcement of RIA Intel’s final award winners, Beacon Pointe Chief Executive Officer, Shannon Eusey, was also named as a finalist and nominee for CEO of the Year by RIA Intel. Shannon is a role model for industry peers and the next generation alike, serving numerous foundations, private clients, and retirement plans, and having co-founded Beacon Pointe in 2002; now runs the largest female-led RIA firm in the country. Shannon and Matt, alongside other wonderful partners, built Beacon Pointe from the ground up, now with more than 400 employees nationwide, and approximately $26 billion in assets under advisement.
For more details on Shannon’s nomination for CEO of the Year and further career highlights, click here.
About RIA Intel
RIA Intel builds off Institutional Investor’s editorial excellence and experience, focusing on practice management, wealth and investment management, advisor profiles, and Q&As as part of the write-up mix. RIA Intel is an essential provider of RIA news, expert knowledge, and commentary on the up-and-coming and major RIAs. For more information about RIA Intel, click here.
About Beacon Pointe Advisors
Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally. Clients have long relied on Beacon Pointe’s professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial plans through our proprietary allWEALTH® approach. Our advisors’ extensive expertise and strong commitment to our clients can be seen through numerous awards, including being recognized by Bloomberg, Forbes, Financial Advisor Magazine, CNBC, Barron’s, and more. For more information on Beacon Pointe’s wealth advisory services, please visit: www.beaconpointe.com.
Important Disclosure: Third-party awards, rankings, and recognitions are no guarantee of future investment success. These ratings should not be construed as an endorsement of the advisor by any client or prospective client, nor are they representative of any one client’s experience because the rating reflects an average of all, or a sample of all, of the experiences of the adviser’s clients. Registration of an investment advisor does not imply a certain level of training or skill. Beacon Pointe Advisors did not pay to participate in any award or survey. This content is for informational purposes only. Opinions expressed herein are subject to change without notice. Beacon Pointe has exercised all reasonable professional care in preparing this information. Some information may have been obtained from third-party sources we believe to be reliable; however, Beacon Pointe has not independently verified, or attested to, the accuracy or authenticity of the information. Nothing contained herein should be construed or relied upon as investment, legal, or tax advice. Only private legal counsel may recommend the application of this general information to any particular situation or prepare an instrument chosen to implement the design discussed herein. An investor should consult with their financial professional before making any investment decisions.
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