Beacon Pointe was recognized as a 2026 5-Star RIA Firm for High-Net-Worth Clients by InvestmentNews.
Published
Signal category
Presence & Recognition
Quote
“Beacon Pointe’s recognition as a 2026 5-Star RIA Firm for High-Net-Worth Clients by InvestmentNews”
— Grant Hartvigson, CFP®, CLU®|Beacon Pointe team
Company
Beacon Pointe
An independent advisory firm dedicated to providing clients with objective, thoughtful investment & financial guidance.
- Industry
- Financial Services
- Location
- Newport Beach, US
- Company size
- 767 employees
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).
Founded 2002