Company intelligence
Beacon Pointe
An independent advisory firm dedicated to providing clients with objective, thoughtful investment & financial guidance.
About Beacon Pointe
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).
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Signals from Beacon Pointe
7 published signals
People
Beacon Pointe appointed Katie Cullen as Chief Growth and Integration Officer and Sarah Green as Chief Risk and Compliance Officer.
Reported by Beacon Pointe
Presence & Recognition
Beacon Pointe was recognized as a 2026 5-Star RIA Firm for High-Net-Worth Clients by InvestmentNews.
Reported by Grant Hartvigson, CFP®, CLU®
Research & Knowledge
Beacon Pointe included Jack Cooper's perspective in a closer look at Fidelity Investments’ latest RIA M&A findings.
Reported by Jack Cooper
Presence & Recognition
Beacon Pointe was recognized among the industry’s most active acquirers.
Reported by Jack Cooper
Presence & Recognition
Beacon Pointe employee Matt Henn, CFP®, RICP® is hosting a briefing titled Navigating the Noise: Smart Risk Management & Strategic Tax Planning with Roths for a conversation on navigating today’s market environment while thinking strategically about long-term financial goals.
Reported by Matt Henn, CFP®, RICP®
Presence & Recognition
Beacon Pointe was recognized by InvestmentNews as a 2026 5-Star RIA Firm for High-Net-Worth Clients.
Reported by Megan Cochran, CEPA™, CPFA®
Presence & Recognition
Beacon Pointe is hosting a virtual briefing titled Navigating the Noise: Smart Risk Management & Strategic Tax Planning with Roths featuring Dylan Macdonald and Matt Henn, CFP, RICP.
Reported by Dylan Macdonald, CFP®