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Beacon Pointe Advisors

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Newport Beach, CA
Beacon Pointe Advisors

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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 recommend 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).

10/15/2026

What brings women together to talk about personal wealth? Sometimes it’s a fireside chat, a conversation over coffee, or even a game of Mahjong.

Across the country, our Beacon Pointe Women’s Advisory Institute has been bringing women together for meaningful conversations about money, planning, and the experiences that shape both.

Recent gatherings included a recession preparedness discussion in Asheville; “Mahjong & Money” in New Orleans; a women and wealth fireside chat with Beacon Pointe Chairman Shannon Eusey in Northern California; an event with Charles Schwab in Newport Beach; and a coffee chat on women and wealth across generations in Philadelphia.

Thank you to our advisors, guests, and event partners for helping create opportunities for women to connect, share experiences, and engage in these important conversations within their communities.

10/08/2026

September closed the third quarter with a meaningful market shift: interest rates moved sharply higher, pressuring bonds, small-company stocks, and other rate-sensitive investments. Large U.S. technology companies remained resilient, international markets stayed positive, and higher bond yields created new income opportunities despite short-term losses.

This quarter offered an important reminder that diversification does not mean every investment will rise at the same time, and emphasized building a portfolio designed to navigate changing conditions without depending on a single market outcome.

Read our latest ‘Pointe of View’ for additional insight into the changing interest-rate environment, what may be taking shape across the markets, and why maintaining a disciplined, long-term perspective remains crucial. https://beaconpointe.com/beacon-pointe-of-view-a-market-update-october-2026/

10/06/2026

Our team has two reasons to celebrate in The Post and Courier’s 2026 Charleston’s Choice Awards: Beacon Pointe was named an Investment Firm winner, and Merriweather Mulé was recognized as a Financial Planner finalist.

Congratulations to Senior Wealth Advisor Merriweather Mulé, Partner, Managing Director Stephanie Mackara, and our entire Charleston team for this meaningful recognition. Being recognized through votes from members of the Charleston community makes this honor especially meaningful.

Thank you to everyone in the Charleston community for your support and for including us among your local favorites. https://beaconpointe.com/the-post-courier-recognizes-beacon-pointe/

10/02/2026

At the inaugural Citywire CEO Summit in Austin, TX, our Beacon Pointe CEO Matt Cooper joined fellow industry leaders to discuss the evolving RIA landscape and how sustained organic growth can create greater flexibility and opportunity as firms scale.

Thank you to Citywire RIA for creating space for candid conversations about where the industry is headed and what it takes to build with intention while keeping the future in focus.

10/01/2026

What makes an acquisition successful long after the transaction closes?

At the , Beacon Pointe’s Karisa Diephouse shared her perspective on evaluating potential partners, preparing for a transaction, and navigating new team integrations with intention.

The conversation explored cultural alignment, succession planning, organic growth, and the important factors that can help create lasting value for advisors, their teams, and their clients.

Thank you to DeVoe & Company for hosting such a thoughtful discussion!

09/30/2026

From racetracks to LiveBall and the ballpark, our Beacon Pointe teams have enjoyed incredible opportunities to connect with clients, friends, and industry partners.

In Los Angeles, our team joined Invesco US at the Porsche Experience Center for an insightful presentation and afternoon on the track. On a separate occasion, a LiveBall event brought clients and friends together for connection and friendly competition.

In Greensboro, our team partnered with Belle Haven for a memorable day at VIRginia International Raceway, complete with behind-the-scenes access and a podium finish by Turner Motorsport, before later gathering to cheer on the Greensboro Grasshoppers. The VIR gathering was especially meaningful as attendees honored the memory of Belle Haven’s Matt Dalton, whose passion for racing and generosity were felt throughout the day.

Thank you to our event partners and everyone who joined us for these memorable experiences!

09/25/2026

Looking for a wealth advisor who makes you a priority?

Our clients share their experiences working with Beacon Pointe Wealth Advisor, Kurt Haugen, and the impact of a true client-first approach to financial planning and investing. https://info.beaconpointe.com/speak-to-a-wealth-advisor

09/24/2026

Ideas were shared, connections were made, and the future of wealth management took center stage at this year’s Future Proof Festival.

Beacon Pointe advisors and leaders joined industry peers in Huntington Beach to explore the trends, innovations, and opportunities shaping the evolving wealth management landscape. The event provided a valuable opportunity to exchange perspectives, build relationships, and gain fresh insights into the future of the industry.

09/23/2026

What’s your financial signature style?

From thoughtful conversations on women and wealth to an investor personality-inspired w**e tasting and designer bingo, our latest Women’s Advisory Institute event highlighted the idea that every approach to wealth is uniquely personal. Hosted by Beacon Pointe advisors Cathy Jenson and Leah Brooks, the evening featured insights from Chief Growth & Integration Officer Katie Cullen and brought together women for meaningful conversation, connection, and a fresh perspective on financial planning.

Thank you to everyone who joined us for a memorable evening!

09/22/2026

For the second consecutive year, Beacon Pointe has ranked No. 7 on the Barron's Advisor 2026 Top 100 RIA Firms list.

This year’s ranking reflects a highly competitive field and underscores the confidence our clients place in us, as well as the dedication and commitment of our teams across the country.

We are honored by this recognition and remain focused on helping our clients align their wealth with what matters most through our allWEALTH® approach. https://www.barrons.com/advisor/report/top-financial-advisors/ria?page=2

Address

Newport Beach, CA

Opening Hours

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

Telephone

+19497181600

Website

http://www.beaconpointe.com/

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