Founded in 2002, Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.
Headquartered in Newport Beach, California with 16 offices across the U.S., the firm has more than 160 employees, more than 4,000 client relationships and more than $11.8 billion in assets under advisement.
Our mission is to provide comprehensive, objective investment advice and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies and the selection of what we believe to be superior investment managers.
Beacon Pointe has been nationally recognized as a top-tier Registered Investment Advisor across a wide array of industry awards and rankings. The firm is a frequently featured expert, contributing to various new sources and industry publications on a wide array of topics.
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