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.

• Customized investment portfolio management
• Retirement and financial planning
• Estate and trust planning coordination
• Strategic business and tax planning
• Healthcare and asset protection planning
• Multi-generational wealth and next-generation investor education

• Customized investment strategies aligned to client goals and risk tolerance
• Fiduciary advisory model
• Collaboration with clients' external CPAs and attorneys
• Women's Advisory Institute for female and next-generation investors
• Retirement income planning and Social Security guidance
• Institutional consulting for defined contribution and non-qualified deferred compensation plans
• Advisor partnership program for RIAs seeking affiliation or acquisition
• Regular portfolio reviews and proactive client communication
• Multi-generational family wealth planning

Built for Private Wealth Owners / Principals, Single Family Office (SFO), Multi Family Office (MFO), Advisors / Wealth Advisors (RIA).

Dedicated advisor teams with regular check-ins, phone, and email access; proactive outreach between scheduled meetings