Beacon Pointe Advisors
Newport Beach, United States · Finance · 650 employees
Beacon Pointe Advisors is a registered investment adviser headquartered in Newport Beach, California, with office locations and clients located nationally. Clients have long relied on Beacon Pointe's professional advisors to help determine investment goals, establish asset allocation guidelines, screen investment managers for selection, evaluate fund performance, and develop strategic financial pl
Funding history
- Venture - Series Unknown — Undisclosed — Nov 2021
Recent signals
- May 19, 2026: Beacon Pointe Advisors acquires Financially In Tune
- Mar 24, 2026: Beacon Pointe Advisors acquires MGB Wealth Management
- Feb 24, 2026: Beacon Pointe Advisors acquires The Financial Advisors
- Nov 18, 2025: Beacon Pointe Advisors acquires Hemington Wealth Management
- Sep 09, 2025: Beacon Pointe Acquires Alderfer Bergen & Co., Moser Wealth Advisors, and Amore Ambro, LLC
- Oct 16, 2024: Beacon Pointe Advisors acquires Landmark Wealth Management Group, Extending Vast Operational Opportunity
- Oct 01, 2024: Beacon Pointe Advisors completes acquisition of Bridge Advisory and Charleston Investment Advisors, Further Expanding Presence in Southern California and South Carolina
- Jun 04, 2024: Beacon Pointe Advisors completes acquisition of Joslin Capital Advisors to expand Pacific Northwest presence
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