Beacon Pointe Revenue and Competitors
Estimated Revenue & Valuation
- Beacon Pointe's estimated annual revenue is currently $75.3M per year.
- Beacon Pointe's estimated revenue per employee is $165,100
Employee Data
- Beacon Pointe has 456 Employees.
- Beacon Pointe grew their employee count by -4% last year.
Beacon Pointe's People
Name | Title | Email/Phone |
---|---|---|
1 | CEO and Co-Founder | Reveal Email/Phone |
2 | VP, Beacon Pointe Insurance Services | Reveal Email/Phone |
3 | General Counsel | Reveal Email/Phone |
4 | Regional Director | Reveal Email/Phone |
5 | Chief Investment Officer | Reveal Email/Phone |
6 | Partner, Managing Director | Reveal Email/Phone |
7 | Director Financial Planning | Reveal Email/Phone |
8 | Partner, Managing Director | Reveal Email/Phone |
9 | Chief Financial Officer | Reveal Email/Phone |
10 | Partner, Managing Director | Reveal Email/Phone |
Beacon Pointe Competitors & AlternativesAdd Company
Competitor Name | Revenue | Number of Employees | Employee Growth | Total Funding | Valuation |
---|---|---|---|---|---|
#1 | $1770.7M | 9525 | 16% | $2.3B | N/A |
#2 | $21.6M | 151 | -3% | N/A | N/A |
#3 | $5.2M | 50 | 14% | N/A | N/A |
#4 | $5920M | 6292 | 0% | $552.3M | N/A |
#5 | $1M | 13 | -41% | N/A | N/A |
#6 | $6.4M | 55 | 8% | N/A | N/A |
#7 | $1.6M | 25 | -44% | $44M | N/A |
#8 | $1.4M | 21 | 0% | $4.7M | N/A |
#9 | $2.5M | 28 | -10% | N/A | N/A |
#10 | $3.5M | 34 | -6% | N/A | N/A |
What Is Beacon Pointe?
Beacon Pointe Advisors 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 Advisors is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients best interests are the driving force in our relationship. The Beacon Pointe Family of Companies (Beacon Pointe) includes Beacon Pointe Advisors, LLC (BPA) and Beacon Pointe Wealth Advisors, LLC (BPWA). BPA and BPWA are investment advisers registered with the United States Securities and Exchange Commissions (SEC). BPA and BPWA are separate entities but affiliated companies. This page, and any associated posts, have been provided for informational purposes only and should not be considered as investment advice or as a recommendation.
keywords:N/AN/A
Total Funding
456
Number of Employees
$75.3M
Revenue (est)
-4%
Employee Growth %
N/A
Valuation
N/A
Accelerator
Beacon Pointe News
... like CI Financial Corp. and Beacon Pointe, wouldn't target. ... CI Financial CorpBeacon Pointe Advisors and Mercer Advisors RIA...
However, an anticipated slowing of deal activity has not yet appeared. Several firms were highly active during the quarter, with Beacon Pointe...
Limitless has partnered with Beacon Pointe, a financial advisory firm, to "provide private wealth management consultation to its athletes,...
NEWPORT BEACH, Calif. and NEW YORK, Nov. 15, 2021 /PRNewswire/ -- Beacon Pointe, LLC, parent company to Beacon Pointe Advisors, LLC ("Beacon Pointe" or the "Company") and KKR, a leading global investment firm, today announced the signing of a definitive agreement under which KKR will make an inv ...
NEWPORT BEACH, Calif., Oct. 4, 2021 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") multiplied its presence in the state of Arizona with its seventh acquisition in 2021, adding $430M Stonegate Capital Advisors ("Stonegate") to its growing Scottsdale footprint. Stonegate joins Beacon Po ...
Company Name | Revenue | Number of Employees | Employee Growth | Total Funding |
---|---|---|---|---|
#1 | $110.7M | 515 | 13% | N/A |
#2 | $118.6M | 519 | 12% | N/A |
#3 | $217M | 526 | 3% | N/A |
#4 | $151.1M | 569 | 9% | N/A |
#5 | $133.9M | 595 | 1% | N/A |