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Beacon Pointe Advisors

Newport, California

Website:

https://beaconpointe.com/

119290

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Newport, California

Website:

https://beaconpointe.com/

Leadership Interview

Company Details

Approximate AUM

$31,279,000,000

Fee model

Hybrid Legacy

Number of employees

600

Custodians

Fidelity

Schwab

Description

Beacon Pointe Advisors is the largest female-led Registered Investment Advisory (RIA) firm in the nation, serving institutions, defined contribution plans, individuals, and families. The firm provides full-service financial planning and research-driven investments designed to help clients make informed and strategic decisions. Beacon Pointe accepts no fees from the investment managers it recommends, ensuring that fiduciary duties are upheld and that clients’ best interests remain the primary focus. The firm's mission is to deliver comprehensive, objective investment and financial guidance, emphasizing asset preservation and enhancement through sophisticated investment strategies. Beacon Pointe is dedicated to enriching clients’ lives by aligning their wealth with what matters most to them.

Locations

Private Residence Fort Lauderdale FL

Private Residence Oceanside CA

Private Residence Arvada CO

Private Residence Glenview IL

Private Residence Houma LA

Private Residence Wichita KS

9240 Bonita Beach Rd SE Ste 2211 Bonita Springs FL 34135

900 E Hamilton Ave Ste 120 Campbell CA 95008

900 E Hamilton Ave Campbell CA 95008

8900 Keystone Xing Ste 610 Indianapolis IN 46240

8383 Greenway Blvd Ste 611 Middleton WI 53562

838 Portola Rd Portola Valley CA 94028

819 Beachland Blvd Vero Beach FL 32963

80 Broad St New York NY 10004

80 Broad St Ste 1701 New York NY 10004

703 Green Valley Rd Greensboro NC 27408

73833 El Paseo Ste 102 Palm Desert CA 92260

7019 Hillcrest Ave Dallas TX 75205

703 Green Valley Rd Ste 201 Greensboro NC 27408

7019 Hillcrest Ave Fl 2 Dallas TX 75205

700 17th St Ste 2350 Denver CO 80202

701 Green Valley Rd Ste 201 Greensboro NC 27408

6811 Benjamin Franklin Dr Columbia MD 21046

6263 N Scottsdale Rd Ste 295 Scottsdale AZ 85250

6811 Benjamin Franklin Dr Ste 100 Columbia MD 21046

619 Halton Rd Greenville SC 29607

610 Newport Center Dr Newport Beach CA 92660

610 Newport Center Dr Ste 830 Newport Beach CA 92660

5973 Avenida Encinas Ste 210 Carlsbad CA 92008

610 Newport Center Dr Ste 280 Newport Beach CA 92660

5960 Fairview Rd Ste 400 Charlotte NC 28210

5960 Fairview Rd Charlotte NC 28210

5960 Fairview Rd Unit 400 Charlotte NC 28210

5960 Berkshire Ln Ste 1150 Dallas TX 75225

5810 Tennyson Pkwy Plano TX 75024

5960 Berkshire Ln Ste 1175 Dallas TX 75225

5960 Berkshire Ln Dallas TX 75225

5810 Tennyson Pkwy Ste 525 Plano TX 75024

5460 S Quebec St Ste 333 Englewood CO 80111

5375 Avenida Encinas Carlsbad CA 92008

5260 N Palm Ave Ste 207 Fresno CA 93704

5250 Old Orchard Rd Ste 350 Skokie IL 60077

509 W Main St Sanford NC 27332

5001 25th Ave NE Ste 201E Seattle WA 98105

50 W San Fernando St Ste 405 San Jose CA 95113

4830 Lakewood Dr Waco TX 76710

47 Maple St New Providence NJ 7974

47 Maple St Ste 306 Summit NJ 7901

272 E 12200 S Ste 100 Draper UT 84020

4227 Canal St New Orleans LA 70119

40900 Woodward Ave Ste 330 Bloomfield Hills MI 48304

401 E Las Olas Blvd Ste 1400 Fort Lauderdale FL 33301

400 Totten Pond Rd Ste 220 Waltham MA 2451

4 Vanderbilt Park Dr Ste 31 Asheville NC 28803

4 Vanderbilt Park Dr Ste 310 Asheville NC 28803

3610 Central Ave Ste 400 Riverside CA 92506

365 Lake Ave Ste B Santa Cruz CA 95062

333 E City Ave Ste 806 Bala Cynwyd PA 19004

333 E City Ave Fl 2 Bala Cynwyd PA 19004

333 E City Ave Ste 401 Bala Cynwyd PA 19004

3211 Shannon Rd Ste 200 Durham NC 27707

3211 Shannon Rd Durham NC 27707

3131 Camino Del Rio N Ste 370 San Diego CA 92108

1770 Kirby Pkwy Germantown TN 38138

3000 21st St Metairie LA 70002

2696 S Colorado Blvd Ste 430 Denver CO 80222

2488 Montauk Hwy Bridgehampton NY 11932

2 Bala Plz Ste 806 Bala Cynwyd PA 19004

24 Corporate Plaza Dr Ste 150 Newport Beach CA 92660

1943 Morrill St Ste 1 Sarasota FL 34236

1943 Morrill St Sarasota FL 34236

18301 Von Karman Ave Ste 900 Irvine CA 92612

171 Church St Ste 140 Charleston SC 29401

1770 Kirby Pkwy Ste 117 Germantown TN 38138

14350 N 87th St Ste 185 Scottsdale AZ 85260

1400 W Fairbanks Ave Ste 202 Winter Park FL 32789

1408 Montgomery St Fort Worth TX 76107

1400 W Fairbanks Ave Ste 204 Winter Park FL 32789

135 S Main St Ste 900 Greenville SC 29601

13155 Noel Rd Ste 25 Dallas TX 75240

12750 High Bluff Dr San Diego CA 92130

12750 High Bluff Dr Ste 460 San Diego CA 92130

11601 Wilshire Blvd Ste 1600 Los Angeles CA 90025

11601 Wilshire Blvd Los Angeles CA 90025

10700 W Research Dr Ste 150 Milwaukee WI 53226

10700 W Research Dr Milwaukee WI 53226

103 Eisenhower Pkwy Ste 202 Roseland NJ 7068

10700 Research Dr Ste 150 Milwaukee WI 53226

103 Eisenhower Pkwy Roseland NJ 7068

100 Larkspur Landing Cir Ste 112 Larkspur CA 94939

Services Offered

Financial Planning

Portfolio Management

Estate Planning

Insurance

Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Corporate Trustee Services

Recent News

Beacon Pointe adds $600m in bicoastal double deal

Private equity-backed Beacon Pointe has revealed four RIA deals thus far in 2024.

Beacon Pointe Assets Under Advisement Nears $37 Billion Through Latest Acquisitions

Beacon Pointe Advisors has revealed its latest acquisitions of Bridge Advisory with offices in Pasadena, CA, and Newport Beach, CA, and Charleston Investment Advisors in Mt. Pleasant, SC. Bridge Advisory oversees approximately $460 million, and Charleston Investment Advisors manages $140 million in client assets. This brings Beacon Pointe’s total assets under advisement to just under $37 billion, resulting in four total RIA transactions in 2024 so far.

The State of Maryland Becomes Beacon Pointe's Newest Landmark

$560M Keeney Financial Group in Columbia, Maryland, Joins Beacon Pointe Advisors

Beacon Pointe COO: M&A Unlocking the Value in the RIA Space

Karisa Diephouse, chief operating officer at Beacon Pointe Advisors, details the rise of the M&A trend in wealth management and her role as part of the largest female-run RIA in the country.

$1B Wealthstreet Investment Advisors Chooses Partnership with Beacon Pointe

Beacon Pointe Advisors’ Largest RIA Acquisition To-Date

Beacon Pointe's Growth Recipe Has No Room For 'Jerks'

When Beacon Pointe Advisors began its merger and acquisition growth strategy in 2011, firm President Matthew Cooper was confident the strategy would work. Just not right away.

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Advisor Value Proposition

Business Enhancements

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Planning Support

Operational Support

Expansion of Services

Organic Growth

Practice Management

Organic Growth

Growth Channels

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AUM Growth

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Technology

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Client Experience

General Overview of Client Experience

Planning Philosophy and Implementation

Investment Management Philosophy

Investment Management Implementation

Investment Management Team

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Data Room

Investment Management

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Qualified / Non Qualified Plans

Retirement / Income Planning

Tax Preparation

Corporate Trustee Services

Beacon Pointe Advisors

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Beacon Pointe Advisors's Ideal Partner

Company Videos

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Beacon Pointe Advisors

Company Details

Locations

Services Offered

Recent News

Acquisitions

Success

Leadership Team

Department Heads

Advisor Value Proposition

Organic Growth

AUM Growth

Technology

Points of Alignment

Acquisition Model

Client Experience

Data Room

Beacon Pointe Advisors's Ideal Partner

Company Videos

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