Beacon Pointe
Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms in the United States, providing objective investment management and financial planning services to institutions, defined contribution retirement plans, high-net-worth individuals, and families. As a fee-only fiduciary, Beacon Pointe is focused on delivering unbiased, client-first advice designed to preserve and grow wealth over the long term. The firm offers comprehensive financial planning and research-driven investment solutions, with core expertise in wealth management and consulting, strategic asset allocation, portfolio construction, discretionary investment management, and retirement plan advisory services. Beacon Pointe emphasizes disciplined investment strategies, risk management, and customized planning to help clients navigate complex markets and achieve long-term financial security.
ABOUT BEACON POINTE
Beacon Pointe is recognized as the largest female-led RIA in the country, providing clients access to institutional-quality investments and strategic life and legacy planning.
Established in 2002, the firm has grown to become one of the nation's largest RIAs, with over $40 billion in assets under advisement and more than 580 employees across 64 offices nationwide.
The firm has experienced significant expansion through strategic acquisitions including Artemis Financial Advisors, WhiteRock Wealth Management, Altavista Wealth Management.
BEACON POINTE CORE SERVICES
Wealth Management & Financial Planning – Beacon Pointe delivers comprehensive, goal-based financial planning and wealth management services that integrate investment strategy, cash flow planning, tax awareness, estate considerations, and long-term risk management.
Investment Management & Asset Allocation – The firm provides discretionary investment management and customized asset allocation strategies built on rigorous research, diversification, and disciplined portfolio construction.
Retirement Plan Advisory Services – Beacon Pointe advises corporate retirement plans, endowments, and foundations on plan design, investment selection, fiduciary governance, and participant outcomes.
Institutional Consulting Services – The firm supports institutions and nonprofits with investment policy development, manager selection, portfolio monitoring, and performance reporting.
Risk Management & Insurance Advisory – Beacon Pointe helps clients evaluate and manage risk through insurance analysis and coordination, including life, disability, long-term care, and liability coverage.
Estate & Legacy Planning Coordination – The firm works collaboratively with clients’ legal and tax advisors to align estate planning strategies with broader wealth, tax, and legacy objectives.
Family Office & Private Client Services – Beacon Pointe offers family office-style services for high-net-worth individuals and families, including multi-generational planning, complex portfolio oversight, and financial administration support.