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. This page, and any associated posts, have been provided for informational purposes only and should not be considered as investment advice or as a recommendation.
View Top Employees from Beacon PointeWebsite | http://www.beaconpointe.com |
Revenue | $30 million |
Employees | 475 (438 on RocketReach) |
Founded | 2002 |
Address | 24 Corporate Plaza Drive Suite 150, Newport Beach, California 92660, US |
Phone | (949) 718-1600 |
Fax | (949) 720-9998 |
Technologies |
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Industry | Financial Services, Investment Banking, Wealth Management and Consulting, Finance, Performance Measurement and Asset Allocation, Investment Policy Review and Design, Investment Manager/Fund Structure, Investment Manager Search |
Keywords | Fee Based Financial Planning, Investment Advisory Services |
Competitors | CAPTRUST, Freestone Capital Management, Legend Financial Advisors, Inc., RMB Capital, Wealth Advisory Group LLC |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52393 Companies, NAICS Code 52 Companies |
Looking for a particular Beacon Pointe employee's phone or email?
The Beacon Pointe annual revenue was $30 million in 2024.
Matt Cooper is the President of Beacon Pointe.
438 people are employed at Beacon Pointe.
Beacon Pointe is based in Newport Beach, California.
The NAICS codes for Beacon Pointe are [523, 5239, 52393, 52].
The SIC codes for Beacon Pointe are [628, 62].