Beacon Pointe Advisors

  • Financial Services
  • Newport Beach CA
  • 537 employees
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Company Overview

Headquarters
24 Corporate Plaza Drive Suite 150, Newport Beach CA
Website
beaconpointe.com
Email
ew****@beaconpointe.com
Phone
(408) 261-3300
Employees
537
Founded in
2002
Industry
Financial Services
NAICS Code
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 52 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$31B

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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.

Company Leadership

Matt Cooper

President

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Shannon Eusey

CEO

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Georgia Bennicas

Partner

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Lynette Heil

Partner, Finance Director

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Bruce Meyer

Partner, Senior Managing Director

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Beacon Pointe Advisors Industry Tags

Wealth Management and Consulting
Performance Measurement and Asset Allocation
Investment Policy Review and Design
Investment Manager/Fund Structure
Investment Manager Search
Institutional Consulting
Retirement Plan Services
Employee Sponsored Retirement Plan
Financial Services
Financial Advisory Services
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Beacon Pointe Advisors Tech Stack

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FAQ

What is the location of Beacon Pointe Advisors's headquarters?
The headquarters of Beacon Pointe Advisors are situated at 24 Corporate Plaza Drive Suite 150, Newport Beach CA
What is Beacon Pointe Advisors's phone number?
Beacon Pointe Advisors's contact number is (408) 261-3300.
What is Beacon Pointe Advisors's official website?
The official website of Beacon Pointe Advisors can be found at beaconpointe.com.
What is Beacon Pointe Advisors's current revenue?
As of November 2024, Beacon Pointe Advisors's annual revenue reached $31B.
How many employees does Beacon Pointe Advisors currently have?
Beacon Pointe Advisors employs approximately 537+ people as of November 2024
Which industries is Beacon Pointe Advisors primarily operating in?
Beacon Pointe Advisors operates in the following industries: Credit, Finance
Who is the President of Beacon Pointe Advisors?
Beacon Pointe Advisors's President is Matt Cooper
What are Beacon Pointe Advisors's industry tags?
Beacon Pointe Advisors's industry tags include: Wealth Management and Consulting, Performance Measurement and Asset Allocation, Investment Policy Review and Design
When was Beacon Pointe Advisors founded?
Beacon Pointe Advisors was founded in 2002.

Employee Directory

Key Employees

Garth Flint

Partner and Co-Founder

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Mike Diephouse

Product Manager

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Michael Le

Information Technology Support Manager

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Jack Gerling

Manager, Client Services

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Andrew Turner

Partner, Managing Director

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Kristina Sabo

Senior Strategic Integration Coordinator

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Eric Kogan

Salesforce Administrator

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Elizabeth Moody

Senior Marketing Associate

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