About Company

Beacon Pointe Advisors is one of the nation’s largest Registered Investment Advisory (RIA) firms, serving institutions, defined contribution plans, high-net-worth individuals, and families. Founded in 2002, the company has over 75 offices across the U.S. and manages more than $49 billion in assets. Beacon Pointe is recognized as the largest women-led RIA in the country, with a team of over 600 professionals holding more than 365 advanced degrees and professional designations. The firm offers comprehensive private wealth management, institutional consulting, retirement plan services, and partnership opportunities. Beacon Pointe is committed to providing objective, transparent investment guidance focused on asset preservation and enhancement through sophisticated strategies. The company is known for its client-first approach, personalized service, and a strong culture of integrity and professionalism. Beacon Pointe also champions financial empowerment for women through its Women’s Advisory Institute and offers extensive educational resources including blogs, podcasts, webinars, and workshops.

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