Beacon Pointe Advisors

Beacon Pointe Advisors Beacon Pointe Investment Advisory Services
Financial Planning, Wealth Management, Retirement Planning

Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals, and families. We provide full-service financial planning and research-driven investments, allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we rec

ommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship. 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. *We will never solicit money, investment instructions, or personal information via direct message (DM).

For an evening of connection and insight, our Beacon Pointe Women’s Advisory Institute partnered with our Winter Park te...
06/01/2026

For an evening of connection and insight, our Beacon Pointe Women’s Advisory Institute partnered with our Winter Park team to bring together women entrepreneurs, executives, and business owners at AVA MediterrAegean Winter Park for meaningful conversations on building, scaling, and transitioning businesses.

We’re grateful to our distinguished guest speakers, Betsy Gardner, Dena Jalbert, and Tonya Kelly, CPA, for sharing thoughtful perspectives and real-world experiences, and to Beacon Pointe Advisors Crystal Garner and Paige Goll for leading such an impactful event focused on leadership, community, and empowering women in business.

Today’s are tomorrow's graduates, innovators, and leaders.On 529 Day, we’re celebrating the impact of planning ahead w...
05/29/2026

Today’s are tomorrow's graduates, innovators, and leaders.

On 529 Day, we’re celebrating the impact of planning ahead with a 529 plan, offering tax-advantaged growth and tax-free withdrawals when used for qualified education expenses, helping families invest in what comes next. https://beaconpointe.com/faqs-about-saving-for-college/

Our Beacon Pointe National Operations Summit brought together our operations leaders from across the firm to St. Louis f...
05/27/2026

Our Beacon Pointe National Operations Summit brought together our operations leaders from across the firm to St. Louis for several days of impactful collaboration, stronger connections, and shared learning.

Centered around this year’s theme, Reflect, Refine, Reimagine, the summit delivered key strategic insights, strengthened operational alignment, and deepened the relationships that fuel our continued growth and efficiency. From engaging sessions at The Westin St. Louis to memorable experiences at Busch Stadium and along the Mississippi River, the Summit provided a dynamic setting for connecting and exchanging ideas.

Thank you to our industry partners for their generous support in bringing this event to life and to everyone who contributed to its success. We look forward to carrying out these insights as we continue to elevate operational excellence across Beacon Pointe.

What separates the fastest-growing RIAs from the rest? At the in Austin, TX, Beacon Pointe’s Chief Practice Officer, R...
05/26/2026

What separates the fastest-growing RIAs from the rest? At the in Austin, TX, Beacon Pointe’s Chief Practice Officer, Rocky Daigle, joined industry leaders to discuss the strategies driving real, sustainable growth across today’s wealth management landscape.

From intentional scaling to strengthening culture, leadership, and advisor development, the conversation focused on what it truly takes to build enduring firms in an evolving industry. Thank you to DeVoe & Company for bringing together such a strong group of leaders committed to elevating the future of the RIA space.

Beacon Pointe is pleased to welcome Financially In Tune, marking another step forward in our strategic expansion across ...
05/19/2026

Beacon Pointe is pleased to welcome Financially In Tune, marking another step forward in our strategic expansion across the East Coast.

The female-founded firm based in Stoneham, MA brings deep expertise in serving high-net-worth individuals and families, helping clients at all stages of life achieve their financial goals. Together, we significantly strengthen our ability to deliver comprehensive, tailored guidance aligned with the evolving needs of today’s investors. https://www.prnewswire.com/news-releases/beacon-pointe-advisors-continues-to-enhance-its-east-coast-platform-with-female-founded-ria-302771639.html?tc=eml_cleartime

We’re proud to share that, for 2026, our Beacon Pointe Institutional Consulting Group has once again been named to the B...
05/18/2026

We’re proud to share that, for 2026, our Beacon Pointe Institutional Consulting Group has once again been named to the Barron's Top 100 Institutional Consulting Teams list.

This recognition reflects the collaborative work of our consultants across the country and the enduring relationships we’ve built with foundations, endowments, nonprofits, and other mission-driven organizations. We’re honored to support our clients and the meaningful missions they advance every day. https://www.barrons.com/advisor/report/top-financial-advisors/institutional/2026?page=1&

05/15/2026

Amid persistent inflation, evolving Federal Reserve leadership, and shifting economic conditions, markets remain complex, highlighting the importance of a disciplined approach to portfolio positioning…

In our Q2 ‘Macro & Markets’ briefing, Beacon Pointe CIO Michael Dow, CAIA, CFA®, Deputy CIO Julien Frazzo, and Senior Associate of Investment Research Nick Colletta, CFA®, FRM, CAIA share perspectives on key trends, market dynamics, and geopolitical factors that are shaping the broader macroeconomic landscape. https://www.youtube.com/watch?v=nv09PvZQoNI

Sunset, Sushi & Strategy—bringing together well-crafted ideas, perfectly rolled insights, and even better company…Hosted...
05/13/2026

Sunset, Sushi & Strategy—bringing together well-crafted ideas, perfectly rolled insights, and even better company…

Hosted by our Beacon Pointe Women’s Advisory Institute, the evening featured thoughtful insights from our Newport Beach Wealth Advisors Julie Johnson, Cindy Randolph, and Director of Financial Planning, Andrew Hoang, and was centered on meaningful dialogue, shared experiences, and a forward-looking approach to supporting women and their wealth.

Thank you to our guests and to our presenters for making it such a special gathering.

The continues to take a “wait-and-see” approach as geopolitical tensions in the Middle East remain a source of uncerta...
05/11/2026

The continues to take a “wait-and-see” approach as geopolitical tensions in the Middle East remain a source of uncertainty. While policymakers signaled they won’t shift course unless energy prices create broader inflation pressures, recent divisions among Fed officials suggest the outlook for interest rates is still evolving.

Simultaneously, markets rebounded in April as investors looked past the Iran conflict and focused on resilient earnings, renewed AI momentum, and signs of progress toward a ceasefire. The result was broad-based gains across many asset classes and a stronger backdrop for risk assets heading into month-end.

Read our latest ‘Pointe of View’ to see what this could mean for your portfolio. https://beaconpointe.com/beacon-pointe-of-view-a-market-update-may-2026/

Address

Newport Beach, CA

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+19497181600

Website

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