Beacon Pointe
Beacon Pointe Advisors is one of the nation's largest independent registered investment advisory (RIA) firms, founded in 2002 and headquartered in Newport Beach, California. The firm is distinguished as the largest women-led RIA in the United States, led by CEO Shannon Eusey, and operates as a client-first, fiduciary organization serving high-net-worth individuals, families, institutions, foundations, and retirement plans across more than 90 U.S. offices. With over 750 professionals and billions in assets under advisement, Beacon Pointe provides comprehensive wealth management services including investment management, financial planning, tax advisory, estate planning, family office services, and institutional consulting.
Beacon Pointe's investment platform integrates active, passive, and alternative investment strategies through an open architecture framework, allowing the firm to select the best available managers and strategies for each client's unique situation. The firm maintains a dedicated alternatives investment research capability, providing institutional-quality access to hedge funds, private equity, private credit, real assets, and other alternative strategies that are typically available only to the largest institutional investors. Beacon Pointe's proprietary allWEALTH® approach integrates investment management with comprehensive financial planning, creating a holistic wealth management experience that addresses the full complexity of each client's financial life across all stages.
Beacon Pointe has earned consistent recognition from Barron's and Forbes as one of the top independent RIA firms in the United States, reflecting the firm's commitment to investment excellence, client service, and fiduciary integrity. The firm's private equity-backed structure provides capital and resources to support continued growth through organic expansion and strategic acquisitions, reinforcing its position as a national wealth management leader. Beacon Pointe's deep expertise in alternative investments, combined with its scale and institutional infrastructure, makes it a differentiated resource for high-net-worth clients seeking sophisticated portfolio construction and access to alternative investment opportunities typically reserved for large institutional allocators.