Beacon Pointe has been awarded a Top 20 California Wealth Advisory Firm Ranking in Barron’s 2017 Top 1,200 Financial Advisors
The ranking draws from all 50 states, plus the District of Columbia, and it’s the largest, most comprehensive of the annual advisor listings that Barron’s conducts. It includes private wealth advisors of all stripes—from independents who own and operate their own practices to advisors from the large Wall Street firms.
This special report lists the top advisors in each state, with the number of ranking spots determined by each state’s population and wealth. The rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisors’ practices. Investment performance is not an explicit criterion because performance is often a function of each client’s appetite for risk. In evaluating advisors, Barron’s examines regulatory records, internal company documents, and 100-plus points of data provided by the advisors themselves.