Company Overview
- Headquarters
- 24 Corporate Plaza Drive Suite 150, Newport Beach CA
- Website
- beaconpointe.com
- ew****@beaconpointe.com
- Phone
- (408) 261-3300
- Employees
- 537
- Founded in
- 2002
- Industry
- Financial Services
- NAICS Code
-
NAICS Code 523 CompaniesNAICS Code 5239 CompaniesNAICS Code 52 CompaniesNAICS Code 52393 Companies
- SIC Code
-
SIC Code 62 CompaniesSIC Code 628 Companies
Financials & Stats
Revenue
$31B
Who is Beacon Pointe Advisors
Beacon Pointe Advisors is a large independent Registered Investment Advisory firm based in Newport Beach, California. With a staff of 428 employees, the company generates an annual revenue of $500 million. As one of the nation's leading RIAs, Beacon Pointe Advisors serves a diverse clientele, including institutions, defined contribution plans, individuals, and families. The company's core offerings encompass full-service financial planning and research-driven investments. Beacon Pointe Advisors specializes in guiding clients toward making well-informed and strategic financial decisions. They pride themselves on a unique approach by refraining from accepting fees from investment managers they recommend. This policy ensures that their fiduciary duty remains paramount and that their clients' best interests are always prioritized. Beacon Pointe Advisors distinguishes itself through its commitment to objectivity and transparency. By eschewing fees from investment managers, they eliminate potential conflicts of interest, allowing them to provide unbiased recommendations tailored to each client's unique circumstances. This dedication to their clients' financial well-being forms the foundation of their business philosophy. For further information or to discuss your financial planning needs, please visit Beacon Pointe Advisors' website at beaconpointe.com.
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