In an era marked by rapid changes in the financial and technology landscapes, Worth Magazine (“Worth”) recognizes the critical need for forward-thinking financial planning for the affluent and has relaunched the Leading Advisors Program for 2024 and years to come. The Leading Advisor program uses a rigorous selection process to identify the best-registered investment advisors (RIA), including AUM of over $500 million, the predominance of high-net-worth clients, and unbiased advice independent from broker-dealers.
Beacon Pointe Advisors is honored to be recognized by Worth, below is a list of various awards and magazine features:
2024 – Out of 41,000 leading RIAs and financial advisors, Beacon Pointe is honored and humbled to be included in Worth’s list of the nation’s leading advisors. The core value of the Leading Advisor Program to the readers of Worth Magazine lies in its rigorous selection process and the credibility it bestows upon each listed advisor.
To view the complete list of the Worth Magazine Leading Advisor Program, click here.
2020 – Shannon Eusey, founder and CEO of Beacon Pointe Advisors has been named to Worth’s 2020 Groundbreakers List of the ‘50 Women Changing the World.’ This is the second annual ranking produced by Worth Magazine, in which 50 women who are considered changemakers and leaders across a wide variety of industries from finance to aeronautics to art history are recognized. The listing focuses not only on women with high financial power but those who have elicited change in ways that shift the conversation around gender equality in the workplace.
To view the complete list of Worth’s 50 Women Changing the World in 2020, click here.
Beacon Pointe CEO, Shannon Eusey, had the opportunity to sit down with Worth Magazine in 2019 to talk about her recipe for success that originally started as a business school class project. Shannon sheds light on the critical elements that have played a role in Beacon Pointe’s road to becoming a powerhouse firm in the RIA industry. Worth’s piece touches on everything from Beacon Pointe’s commitment to culture to the development of their Women’s Advisory Institute and how the RIA industry has evolved since Shannon began the firm in 2002.
To read the full article on the Worth Magazine website, click here.
To read the full article on Yahoo Finance, click here.
If you could benefit from a conversation with our advisory team, we would be happy to provide a complimentary consultation.
About Worth Magazine (“Worth”)
Worth is a leading international media platform that fosters a community valuing more than just wealth – aiming to motivate and enlighten a group of successful and influential individuals, encouraging them to excel and make meaningful contributions globally. Worth’s offerings include a wide array of event programming and multimedia content across several platforms including, online gatherings, in-depth articles, analytical reports, collaborative content, as well as podcasts, videos, summits, and exclusive dinners, all designed to serve their core communities effectively.
About Beacon Pointe
Beacon Pointe Advisors is a multi-billion-dollar registered investment advisory 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.
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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