BEACON POINTE
Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions (i.e., foundations and endowments), individuals, and families. We provide clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential financial impact of those decisions. We focus on full-service financial planning and research-driven investments.
BEACON POINTE
Industry:
Advice Consulting Financial Services Retirement Venture Capital Wealth Management
Founded:
2002-01-01
Status:
Active
Contact:
(949) 718-1600
Technology used in webpage:
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Current Advisors List
Board_member
2012-01-01
Current Employees Featured
Burk Rosenthal Partner & Managing Director @ Beacon Pointe
Partner & Managing Director
Cory Bruntz Wealth Advisor @ Beacon Pointe
Wealth Advisor
Emily Hadley Client Service Representative @ Beacon Pointe
Client Service Representative
Shannon Eusey CEO & Co-Founder @ Beacon Pointe
CEO & Co-Founder
2002-03-01
Matthew Cooper President @ Beacon Pointe
President
2020-03-01
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2024-06-04 | Solidcrystalsusa | Solidcrystalsusa acquired by Beacon Pointe | N/A |
| 2022-08-24 | Benchmark Private Wealth Management | Benchmark Private Wealth Management acquired by Beacon Pointe | 600 M USD |
| 2022-05-01 | Duncan Financial | Duncan Financial acquired by Beacon Pointe | N/A |
| 2022-05-01 | Goldstein Group Financial Advisors | Goldstein Group Financial Advisors acquired by Beacon Pointe | N/A |
| 2021-09-01 | Rainier Financial Group | Rainier Financial Group acquired by Beacon Pointe | N/A |
| 2021-08-17 | Northstar Investment Advisors | Northstar Investment Advisors acquired by Beacon Pointe | N/A |
| 2021-04-01 | Wealthstreet Investment Advisors | Wealthstreet Investment Advisors acquired by Beacon Pointe | N/A |
| 2021-03-01 | Wealth Design | Wealth Design acquired by Beacon Pointe | 350 M USD |
| 2021-01-13 | Essex Asset Management | Essex Asset Management acquired by Beacon Pointe | 110 M USD |
| 2021-01-13 | CDA Group | CDA Group acquired by Beacon Pointe | 510 M USD |
Investors List
Kohlberg Kravis Roberts
Kohlberg Kravis Roberts investment in Secondary Market - Beacon Pointe
ABRY Partners
ABRY Partners investment in Private Equity Round - Beacon Pointe
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