Beacon Pointe Advisors Overview

  • Service
  • Limited Partner Consultant

  • Year Founded
  • 2002

Year Founded

  • Employees
  • 555

Employees

  • Serviced Companies
  • 1

  • Serviced Investors
  • 2

Beacon Pointe Advisors General Information

Description

Established in 2002, Beacon Pointe Advisors is a consulting firm based in Newport Beach, California. The firm offers services in the areas of wealth management and consulting, performance measurement and asset allocation, investment policy review and design, investment manager/fund structure, investment manager search, institutional consulting, retirement plan services, and employer-sponsored retirement plans.

Contact Information

Year Founded
2002
Service Provider Type
LP Consultants
Corporate Office
  • 24 Corporate Plaza Drive
  • Suite 150
  • Newport Beach, CA 92660
  • United States
+1 (949)

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Beacon Pointe Advisors Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Affiliates

Subsidiaries (8)

Name Industry Location Year Founded
Beacon Pointe Wealth Advisors 2011
Newport Wealth Strategies Irvine, CA 2011
Artemis Financial Advisors Boston, MA 2008
Midwest Financial Advisors Sterling Heights, MI 2005
Bridge Advisory Pasadena, CA 1997
You’re viewing 5 of 8 affiliates. Get the full list.  »

Beacon Pointe Advisors FAQs

  • When was Beacon Pointe Advisors founded?

    Beacon Pointe Advisors was founded in 2002.

  • Where is Beacon Pointe Advisors headquartered?

    Beacon Pointe Advisors is headquartered in Newport Beach, CA.

  • What is the size of Beacon Pointe Advisors?

    Beacon Pointe Advisors total number of employees/professionals is 555.

  • What service provider type is Beacon Pointe Advisors?

    Beacon Pointe Advisors's service provider type is Limited Partner Consultant.

  • What companies has Beacon Pointe Advisors invested in or acquired?

    Beacon Pointe Advisors has invested in or acquired companies like Artemis Financial Advisors, WhiteRock Wealth Management, and Landmark Wealth Management Group.

  • What are Beacon Pointe Advisors subsidiaries?

    Beacon Pointe Wealth Advisors, Newport Wealth Strategies, and Artemis Financial Advisors are subsidiaries of Beacon Pointe Advisors.

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