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.
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.
Location: United States, California, Newport Beach
Employees: 201-500
Phone: +1 949-718-1600
Founded date: 2002
Investors 2
| Date | Name | Website |
| - | ABRY Partn... | abry.com |
| 07.06.2022 | Kohlberg K... | kkr.com |
Mentions in press and media 12
| Date | Title | Description |
| 15.12.2021 | Beacon Pointe Advisors Continues Home Turf Expansion in Newport Beach, CA | NEWPORT BEACH, Calif., Dec. 15, 2021 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") announces its latest partnership with Pacific Edge Advisors ("Pacific Edge"), located in the Corona Del Mar neighborhood of Ne... |
| 15.11.2021 | Beacon Pointe Announces Investment from KKR | NEWPORT BEACH, Calif. and NEW YORK, Nov. 15, 2021 /PRNewswire/ -- Beacon Pointe, LLC, parent company to Beacon Pointe Advisors, LLC ("Beacon Pointe" or the "Company") and KKR, a leading global investment firm, today anno... |
| 06.10.2021 | Sustainable Asset Manager Ethic Launches Client Advisory Council | "Our Advisory Council will offer a forum for productive dialogues that enable Ethic to better support advisors and their clients at every stage of their values-aligned investing journey.” - Alex Laipple, head of business development at... |
| 04.10.2021 | Beacon Pointe Expands Arizona Presence with Latest Acquisition in Scottsdale, AZ | NEWPORT BEACH, Calif., Oct. 4, 2021 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") multiplied its presence in the state of Arizona with its seventh acquisition in 2021, adding $430M Stonegate Capital Advisors ("Ston... |
| 01.09.2021 | Beacon Pointe Moves the (Space) Needle with Latest Acquisition in Seattle, WA | NEWPORT BEACH, Calif., Sept. 1, 2021 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") has closed another acquisition, establishing its first brick and mortar presence in the Pacific Northwest through a partnership with Rai... |
| 01.04.2021 | $1B Wealthstreet Investment Advisors Chooses Partnership with Beacon Pointe | NEWPORT BEACH, Calif., April 1, 2021 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") has just closed its largest acquisition to-date, partnering with Wealthstreet Investment Advisors ("Wealthstreet"), an RIA loc... |
| 01.04.2021 | $1B Wealthstreet Investment Advisors Chooses Partnership with Beacon Pointe | |
| 01.03.2021 | Beacon Pointe Advisors Announces Acquisition of Wealth Design, LLC | |
| 13.01.2021 | Beacon Pointe Advisors Announces Acquisition of CDA Group and Essex Asset Management | |
| 18.12.2020 | G2 Capital Advisors Served as the Exclusive Financial Advisor to Williams Industrial Services on the Refinancing of Its Existing Credit Facilities, Raising $80 Million in New Revolver and Term Loan Co... | Williams Industrial Services Group Inc. wanted to refinance its existing debt in order to lower interest expense, enhance liquidity, and fund growth opportunities. G2 Capital Advisors, LLC served as the exclusive financial advisor to the Co... |
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