Beacon Pointe Revenue and Competitors

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Estimated Revenue & Valuation

  • Beacon Pointe's estimated annual revenue is currently $59.6M per year.(i)
  • Beacon Pointe's estimated revenue per employee is $165,100

Employee Data

  • Beacon Pointe has 361 Employees.(i)
  • Beacon Pointe grew their employee count by 105% last year.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation

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.



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Beacon Pointe News

2022-04-17 - Local wealth manager Andrew Kerai plans to acquire spate of ...

... like CI Financial Corp. and Beacon Pointe, wouldn't target. ... CI Financial CorpBeacon Pointe Advisors and Mercer Advisors — RIA...

2022-04-17 - Q1 M&A Deals Undaunted by Volatile Markets

However, an anticipated slowing of deal activity has not yet appeared. Several firms were highly active during the quarter, with Beacon Pointe...

2022-04-17 - Penn State QB Sean Clifford sees new opportunities with ...

Limitless has partnered with Beacon Pointe, a financial advisory firm, to "provide private wealth management consultation to its athletes,...

2021-11-15 - Beacon Pointe Announces Investment from KKR

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 ...

2021-10-04 - Beacon Pointe Expands Arizona Presence with Latest Acquisition in Scottsdale, AZ

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 NameRevenueNumber of EmployeesEmployee GrowthTotal Funding