Beacon Pointe Advisors

Beacon Pointe Advisors is a registered investment advisory firm founded in 2002, now managing over $60 billion in assets under advisement across 90+ offices in the United States. It holds the distinction of being the largest women-led RIA in the country, a structural fact that shapes its advisor culture and its dedicated Women’s Advisory Institute, which focuses on financial education for women and next-generation investors. For families evaluating advisors, the firm’s scale is notable: 750+ professionals and 370+ professional designations and advanced degrees on staff.

The firm’s core private wealth offering covers:

• Customized investment management and portfolio construction
• Retirement and estate planning, including multi-generational wealth strategies
• Strategic business and tax planning for business owners
• Healthcare planning and asset protection
• Coordination with external attorneys and CPAs on tax and estate matters

Beacon Pointe also operates an institutional consulting practice and retirement plan services division, though the private wealth offering is clearly the firm’s primary client relationship model. Client testimonials consistently reference long-term relationships spanning 10 to 25 years, proactive communication, and collaboration with clients’ outside tax and legal professionals. The firm operates on a fiduciary standard.

For a family office principal or high-net-worth family comparing advisory relationships, Beacon Pointe offers geographic reach and team depth that a boutique RIA typically cannot match. The trade-off is that, at $60 billion in AUA across a national network, the personalized attention clients describe may vary significantly by office and advisor team. Fee structures and minimum investment thresholds are not publicly disclosed, so prospective clients must engage directly to assess fit.