RIA Intel Recognizes Beacon Pointe

Beacon Pointe is honored to receive recognition from RIA Intel over the past couple of years. The acknowledgments highlighted below are a testament to our commitment to excellence and innovation within the registered investment advisory (RIA) community. RIA Intel’s recognition underscores our dedication to making a meaningful impact not only on our clients but also on our team members, as we strive to create a workplace culture that fosters growth, collaboration, and success. We extend our gratitude to RIA Intel for acknowledging our efforts and achievements.

Below is a compilation of Beacon Pointe’s RIA Intel various year-over-year awards:

Shannon Eusey

2023 – We are excited to share that RIA Intel has named Shannon Eusey as CEO of the Year! Shannon stands as an exemplary figure, inspiring industry peers and the emerging generation while providing invaluable services to numerous foundations, private clients, and retirement plans. Founder of Beacon Pointe in 2002, Shannon is the driving force behind the transformation of the firm, which has grown into the largest female-led Registered Investment Advisory (RIA) firm in the nation. Alongside Beacon Pointe President, Matt Cooper, and other dedicated partners, Shannon played a pivotal role in nurturing the firm from its inception, resulting in a thriving enterprise with over 400 employees across the country and approximately $26 billion in assets under advisement (at the time of this award’s publication).

Prior to the announcement of RIA Intel’s final award winners, Beacon Pointe was also named as a finalist for RIA of the Year (More Than $1 Billion AUM) by RIA Intel, showcasing our company’s growth and increase in assets under management, we are honored to be included amongst the other finalists.

2022 – RIA Intel has named Beacon Pointe Advisors as the RIA Growth Leader of the Year for 2022!Matt Cooper

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 recognized by Wealthmanagement.com as M&A Leader of the Year. In 2021 alone, Beacon Pointe’s M&A Team successfully executed 14 acquisition transactions, expanding Beacon Pointe’s presence to 37 offices in both new and existing marketplaces, and adding new locations in five states. This recognition from RIA Intel comes in addition to nods from both CityWire Magazine and Financial Advisor Magazine, who also recognized Beacon Pointe as a Top 50 Fastest Growing Firm earlier in 2022.

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. Shannon, along with Matt Cooper, are the driving forces behind the firm’s growth into new and existing marketplaces. In addition, Shannon’s leadership has been the genesis behind Beacon Pointe’s incredible culture.

For additional details about this award and to view the full list of winners, click here.

For more details on Shannon’s nomination for CEO of the Year and further career highlights, click here.

 

If you could benefit from a conversation with our advisory team, we would be happy to provide a complimentary consultation.  

 

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.

Awards are 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.

For more information about RIA Intel, click here.

 

About Beacon Pointe

Beacon Pointe Advisors is a multi-billion-dollar registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally. Institutional and private 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.

To view additional Beacon Pointe awards and recognitions, please click here.

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 as 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. An investor should consult with their financial professional before making any investment decisions. For additional information about industry awards and rankings please see Important Disclosures.

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