Beacon Pointe Advisors

Behind every financial decision is a story—one of hard work, aspirations, and the desire to create something lasting. At Beacon Pointe Advisors, the goal is to provide comprehensive, objective investment and financial guidance to individuals, families and institutions, ensuring their wealth serve a greater purpose.

Since its founding in 2002, Beacon Pointe has grown into one of the largest registered investment advisory (RIA) firms in the country, with over 60 offices and $43 billion in assets under advisement. However, what truly sets the firm apart is its people. As the largest women-led RIA in the nation, it thrives on collaboration, expertise and a deep commitment to clients. With a team of more than 600 professionals—many holding advanced degrees and top industry certifications—Beacon Pointe offers a rare combination of financial sophistication and personalized guidance.

The firm believes financial planning extends beyond wealth growth; it is about aligning finances with what matters most. Whether that means securing a comfortable retirement, preparing for major life transitions, or ensuring a legacy for future generations, Beacon Pointe works side by side with clients to develop thoughtful, customized strategies that stand the test of time.

Navigating Life’s Biggest Financial Moments

Financial decisions are rarely made in isolation. They are often tied to life’s biggest milestones—retirement, starting or selling a business, inheriting wealth, or simply adjusting to a major life change. Beacon Pointe understands that these moments require more than sound investment advice; they call for a holistic approach that considers every aspect of a person’s financial well-being.

For retirees and those nearing retirement, peace of mind comes from knowing their wealth will last as long as they do. A smart investment strategy is just one piece of the puzzle—healthcare costs, estate planning and tax efficiency all play a role in securing a comfortable future.

Families with significant wealth often face unique challenges in preserving it across generations. Estate planning, tax strategies and family governance can be complex, but Beacon Pointe helps families simplify these processes while staying true to its values. The firm believes that wealth should be a source of empowerment, not stress and works to ensure that each generation is equipped with the knowledge and strategies needed to maintain financial security.

Entrepreneurs and business owners navigate an entirely different financial landscape. Growing a business is one thing, and protecting personal wealth in the process is another. From business valuations and equity considerations to retirement planning and tax strategies, Beacon Pointe partners with business leaders to help them make informed financial decisions that support their companies and their personal financial goals.

The firm also offers tailored financial planning for a wide range of clients, including professional athletes, physicians, LGBTQIA+ couples and military families. Every client’s situation is unique, and Beacon Pointe takes pride in delivering personalized solutions that address their specific needs and aspirations.

A Reputation Built on Trust and Excellence

Beacon Pointe’s success is not measured in assets under advisement or industry awards—though the firm has received numerous recognitions from Forbes, Barron’s, and USA Today. What truly defines Beacon Pointe is the trust the firm has built with its clients, as wealth management is an ongoing relationship that evolves with each client’s journey.

The company’s approach is rooted in integrity, transparency and a dedication to client success. Wealth is not just about accumulating assets but using them to build a life of meaning and impact. With Beacon Pointe as a guide, clients can be sure that their financial story is one worth telling for generations to come.