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We are investment advisors, financial planners, attorneys and service professionals. We’re also parents, friends, entrepreneurs and community volunteers. We understand you because we’re real people, just like you, but with the passion and expertise to guide you through the financial decisions of life.

Our Story

We founded Beacon Pointe to Put Clients First • Established as a Registered Investment Advisory (RIA) Firm Providing Clear, Objective Investment and Financial Guidance

Inspired by Our Institutional Consulting Roots Working with Foundations and Endowments, We Expanded to Serve Private Clients – Both Individuals and Families.

We Guided Clients Through Tumultuous Markets • Reinvested Back Into The Firm Expanding Our Team and Technological Capabilities • Launched Beacon Pointe’s Financial Planning Department

Founded Beacon Pointe’s Women’s Advisory Institute • Beacon Pointe Wealth Advisors was Established, Opening our First Satellite Office in Scottsdale, AZ • Launched Beacon Pointe University and our Summer Internship Program

Launched “The $ense,” a Weekly Financial Tip and Email Blog • Upgraded Analytical Software Capabilities • Added 5 Additional Offices

$9+ Billion in Assets Under Advisement (BPA & BPWA combined) • Implemented New Reporting Systems • Beacon Pointe Expands to the East Coast

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Beacon Pointe Advisors

Industry Awards & Recognition

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2017 (To-Date)
Barron’s Top 1200 Financial Advisors (Top 20 in CA)
Forbes 100 Fastest Growing RIAs (Top 12)

 

2016
Forbes Top 100 Fastest Growing RIAs (Top 12)
Barron’s Top 100 Independent Advisors (Top 15)
Barron’s Top Advisor Rankings for CA (Top 6)
Barron’s Top 100 Women Financial Advisors (Top 2)
Financial Times Top 300 RIAs
Financial Times Top RIA National Ranking (Top 30)
2015
Forbes Top 100 Wealth Managers
OC Business Journal Top Financial Advisors (Top 8)
Rep/WealthManagement.com Top 100 RIAs (Top 15)
Barron’s Top 100 Independent Advisors (Top 15)
Barron’s Top Advisor Rankings for CA (Top 6)
Financial Times Top 300 RIAs
Financial Advisor Magazine RIA Ranking (Top 30)
2014
Charles Schwab IMPACT Trailblazer Award Winner
OC Register Top Places to Work in OC
Barron’s Top Independent Financial Advisors (Top 20)
Financial Times Top 300 RIAs
Financial Advisor Magazine RIA Ranking (Top 30)

 

2013
Investment News Top Fee Only RIAs
Rep/WealthManagement.com Top 100 RIAs
Forbes Top 50 Wealth Managers
Forbes Fastest Growing Wealth Managers
OC Business Journal Best Places to Work
2012
Barron’s Top 100 Independent Wealth Advisors
Financial Advisor Magazine RIA Ranking (Top 20)
Rep/WealthManagement.com Top 100 RIAs
Barron’s Top 100 Independent Financial Advisors
OC Business Journal Best Places to Work
Best of Newport Beach (Financial Consultants)
2011
Financial Advisor Magazine Top RIA Ranking
Registered Rep Top 50 Wealth Management RIAs
AdvisorOne.com Top Wealth Managers
Trusts & Estates Top 50 RIAs
OC Business Journal Best Places to Work

 

2010
Orange Coast Magazine Top Scoring Wealth Managers
WealthManagerWeb.com Top Wealth Managers
Investment Advisor Top 100 Wealth Managers
Financial Advisor Top RIA Rankings
2009
Wealth Manager Top 50 Women in Wealth Mgmt.
Registered Rep America’s Top 100 RIA’s
Wealth Manager Top Wealth Managers
Orange Coast Mag. Best Personal Wealth Managers
2008-2005
Wealth Manager Top Wealth Managers
Registered Rep America’s Top 100 RIA’s
Forbes Top 10 Most Dependable Wealth Managers
Financial Advisors Top RIA Firms by Asset Growth
Wealth Manager Top Wealth Managers Superstars
Bloomberg Wealth Manager Top Wealth Managers

We work with clients all across the United States.

Find Your Advisory Team

BPA Client Map C as of 7.15.16

Arizona

Scottsdale Office:
Beacon Pointe Wealth Advisors
8560 E. Shea Boulevard, Suite 110
Scottsdale, AZ 85260

Phone: (480) 428-5528

Fax: (480) 428-5529

Meet The Team

California

Beacon Pointe Headquarters
Beacon Pointe Advisors

24 Corporate Plaza Drive, Suite 150
Newport Beach, CA 92660

Phone: (949) 718-1600

Fax: (949) 718-0601

Meet The Team

Los Angeles Office:
Beacon Pointe Advisors
2029 Century Park East, Suite 400N
Los Angeles, CA 90067

Phone: (310) 488-7868

Fax: (949) 718-0601

Meet The Team

Newport Beach Office:
Beacon Pointe Wealth Advisors
610 Newport Center Drive, Suite 280
Newport Beach, CA 92660

Phone: (949) 720-9980

Fax: (949) 720-9998

Meet The Team

Milpitas/Northern California Office:
Beacon Pointe Wealth Advisors

920 Hillview Court, Suite 160
Milpitas, CA 95035

Phone: (408) 261-3300

Fax: (408) 261-3979

Meet The Team

Riverside/Inland Empire Office:
Beacon Pointe Wealth Advisors

3714 Tibbetts Street
Riverside, CA 92506-1867

Phone: (951) 328-0894

Fax: 951) 328-0895

Meet The Team

Santa Barbara Office:
Beacon Pointe Wealth Advisors

El Andaluz Building
523 Chapala No. 1
Santa Barbara, CA 93101

Phone: (805) 845-2400

Fax: (805) 845-2404

Meet The Team

San Diego Office:
Beacon Pointe Advisors

11622 El Camino Real
San Diego, CA 92130

Phone: (858) 764-2418

Fax: (949) 718-0601

Meet The Team

Texas

Dallas Office:
Beacon Pointe Wealth Advisors

2500 Dallas Parkway, Suite 400
Plano, TX, 75093

Phone: (888) BPWA-TXOK or (888) 279-2896

Fax: (972) 265-5415

Meet The Team

Massachusetts

Boston Office:
Beacon Pointe Wealth Advisors

450 Lexington Street, Suite 203
Newton, MA 02466

Phone: (617) 614-9889

Fax: (617) 614-9889

Meet The Team

Pennsylvania

Philadelphia Office:
Beacon Pointe Wealth Advisors

Two Bala Plaza, Suite 401
Bala Cynwyd, PA 19004

Phone: (610) 664-6100

Fax: (610) 664-6120

Meet The Team
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