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).

To the dads, grandfathers, mentors, and father figures who show up, lead with heart, and make a difference every day—you...
06/21/2026

To the dads, grandfathers, mentors, and father figures who show up, lead with heart, and make a difference every day—your impact extends far beyond the moments seen, shaping lives, families, and communities for years to come.

Happy Father’s Day!

Successful integrations start with shared values.Throughout his career, Matthew Cooper has championed an approach to M&A...
06/18/2026

Successful integrations start with shared values.

Throughout his career, Matthew Cooper has championed an approach to M&A that prioritizes culture, alignment, and long-term opportunity.

We're proud to see our Beacon Pointe CEO recognized by Wealth Management as a 2026 M&A Leader of the Year nominee, his fourth nomination for this Award.

Under Matt's leadership, Beacon Pointe has built relationships with like-minded firms across the country while preserving the entrepreneurial spirit and client-first mindset that define their success. The result is a growing community of advisors united by a shared commitment to fiduciary excellence and exceptional client service.

Congratulations, Matt! https://beaconpointe.com/wealthmanagement-com-honors-beacon-pointe/

As part of our Women’s Advisory Institute initiatives, our Beacon Pointe Asheville, NC team hosted an educational event ...
06/12/2026

As part of our Women’s Advisory Institute initiatives, our Beacon Pointe Asheville, NC team hosted an educational event focused on navigating the caregiving journey for aging loved ones. Wealth Advisor Mary Margaret Kiser and Relationship Manager Jennifer Billings shared valuable information, practical resources, and thoughtful guidance for women in the community and led a thoughtful discussion to foster meaningful conversation and connection.

Thank you to everyone who joined us as we explored ways to support women and their loved ones through every stage of the aging journey.

We are proud to celebrate our Beacon Pointe Co-founder and Chairman, Shannon Eusey, on her inclusion in the Orange Count...
06/11/2026

We are proud to celebrate our Beacon Pointe Co-founder and Chairman, Shannon Eusey, on her inclusion in the Orange County Business Journal's inaugural list of the 50 Most Prominent Businesswomen in Orange County.

For more than two decades, Shannon's vision, leadership, and unwavering commitment to clients have helped shape Beacon Pointe into the firm it is today. Her impact extends far beyond our organization through her dedication to mentorship, philanthropy, and helping to advance the next generation of leaders.

Please join us in congratulating Shannon on this meaningful recognition and the incredible company of women featured alongside her. https://beaconpointe.com/orange-county-business-journal-awards-beacon-pointe-advisors/

High-profile companies like OpenAI, Anthropic, and SpaceX have sparked renewed interest in IPO investing—but gaining exp...
06/08/2026

High-profile companies like OpenAI, Anthropic, and SpaceX have sparked renewed interest in IPO investing—but gaining exposure before a company goes public can be more complex than many investors realize.

From limited access and institutional allocations to varying post-IPO performance, there are several factors to consider when evaluating IPO opportunities. Understanding how companies transition from private to public markets can help investors make more informed decisions.

Read our latest ‘Pointe of View’ for a closer look at IPO investing, market dynamics, and key considerations for long-term investors. https://beaconpointe.com/beacon-pointe-of-view-a-market-update-june-2026/

A new career direction starts here. We’re expanding nationwide, with multiple positions now open across the country. Lea...
06/07/2026

A new career direction starts here. We’re expanding nationwide, with multiple positions now open across the country. Learn all the details and apply for your dream role with Beacon Pointe today. https://beaconpointe.com/careers/

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.

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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