About Beacon Pointe Advisors
Beacon Pointe Advisors is a Financial Services company based in Newport Beach (United States) founded in 2002 by Shannon Eusey and Garth Flint. Wealth management services are provided by Beacon Pointe. It operates on a Professional Services model. Beacon Pointe Advisors has completed 9 acquisitions, including ACT Wealth Management, Altavista Wealth Management and CBD Wealth Management. Its chief executive, as recorded, is Shannon Eusey. Its website beaconpointe.com draws about 26 thousand monthly visits. Beacon Pointe Advisors offers products and services including Private Wealth Management, Institutional Consulting, and Retirement Plan Services. Its focus areas include Financials, Investment Management and Wealth Management.
Company details
Beacon Pointe Advisors is established as one of the largest women-led Registered Investment Advisory firms in the United States. Services are provided to high-net-worth individuals, families, institutions, and retirement plans. Comprehensive wealth management, institutional consulting, and retirement plan services are offered. Customized investment strategies and objective financial guidance are delivered to align clients wealth with their personal goals and missions. Operations span across more than 75 offices nationwide, supporting a diverse client base with a team of over 600 professionals.
- Investments & AcquisitionsACT Wealth Management
& 8 more
Products & Services of Beacon Pointe Advisors
Beacon Pointe Advisors offers a comprehensive portfolio of products and services, including Private Wealth Management, Institutional Consulting, and Retirement Plan Services.
Comprehensive wealth planning and customized investment strategies are offered.
Objective investment solutions for institutional clients are provided.
Guidance for 401(k) and other retirement plans is delivered.
Apps and channels of Beacon Pointe Advisors
its YouTube channel Beacon Pointe has 915 subscribers and 30 videos.
Videos from Beacon Pointe Advisors
The most watched videos on Beacon Pointe Advisors's YouTube channel, Beacon Pointe (915 subscribers). Click a video to play it here.
More on Beacon Pointe.
People of Beacon Pointe Advisors
157 people are tracked at Beacon Pointe Advisors (94 in leadership, 2 in board & advisors, 61 in team).
| Name | Role | Group |
|---|---|---|
Shannon Eusey | Co-Founder & CEO | Leadership |
Garth Flint | Co-Founder | Leadership |
Michael Himmel | Partner & Senior Wealth Advisor | Leadership |
Tom Stefaniak | Managing Director & Partner | Leadership |
Jeff Hwang | Partner & Managing Director | Leadership |
Jacob Vick | Director, Mergers & Acquisitions | Leadership |
Bobby Comeaux | Partner & Managing Director | Leadership |
Charles E. Carrick | Partner & Managing Director | Leadership |
Michele T. Sarna | Partner & Managing Director | Leadership |
Kelly DiGonzini | Director of Financial Planning | Leadership |
Grant E. Hartvigson | Partner & Managing Director | Leadership |
Isamu Fairbanks | Managing Director | Leadership |
Rawles F. Bell | Partner & Managing Director | Leadership |
Maria Caracoza | Director of Human Capital | Leadership |
Tommy Derrick | Director, Insurance Services | Leadership |
Lance Wexler | Partner & Senior Wealth Advisor | Leadership |
Ryan Griffin | Director of Mergers & Acquisitions | Leadership |
Andrew R. Reinhardt | Partner & Managing Director | Leadership |
Bo Ward | Partner & Managing Director | Leadership |
Catherine Prentice | Director of Compliance | Leadership |
137 more people are available in the full profile.
Complete people profiles for Beacon Pointe Advisors
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Investments & Acquisitions by Beacon Pointe Advisors
Beacon Pointe Advisors has strategically engaged in corporate development activities, having acquired 9 companies. Notable acquisitions include ACT Wealth Management, Altavista Wealth Management and CBD Wealth Management.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Delivers financial planning, investment strategies, and wealth management for affluent clients nationwide. | actwealthmanagement.com | Allen, United States | 2010 | Nov 2026 | •••• | |
Wealth management firm | landmarkwealth.com | 0 | Oct 2024 | •••• | ||
Financial planning and investment management services are provided to clients. | altavistawealth.com | Asheville, United States | 2003 | Feb 2022 | •••• | |
Financial advisory services are provided to private clients. | stonegateprivateclient.com | Scottsdale, United States | 2014 | Oct 2021 | •••• | |
Investment and financial advisory services are provided to clients. | northstarinvest.com | Denver, United States | 1995 | Aug 2021 | •••• | |
Wealth management firm | wealthstreet-advisors.com | Dallas, United States | 2017 | Apr 2021 | •••• | |
Wealth management firm | essexwmg.com | Parsippany Troy Hills, United States | 2005 | Jan 2021 | •••• | |
Wealth management, consulting, and retirement planning services are provided. | cdagroupllc.com | Greenville, United States | 1993 | Jan 2021 | •••• | |
Wealth management firm | cbdwealth.com | Metairie, United States | 2004 | Nov 2020 | •••• |
Complete acquisition details for Beacon Pointe Advisors
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
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Timeline of Beacon Pointe Advisors
11 dated milestones of Beacon Pointe Advisors across 24 years, from founding to its latest funding, stage changes and deals.
- Founded Beacon Pointe Advisors is founded.
- Acquisition Acquires CBD Wealth Management.
- Acquisition Acquires CDA Group.
- Acquisition Acquires Essex Wealth Management.
- Acquisition Acquires Wealthstreet Investment Advisors.
- Acquisition Acquires Northstar Investment Advisors.
- Acquisition Acquires Stonegate Capital Advisors.
- Acquisition Acquires Altavista Wealth Management.
- Acquisition Acquires Landmark Wealth.
- Acquisition Acquires ACT Wealth Management.
- Acquisition Acquires ACT Wealth Management.
Web traffic of Beacon Pointe Advisors
The website of Beacon Pointe Advisors (beaconpointe.com) receives about 25.7K visits a month and ranks #860,606 among all websites worldwide, #8,030 in Investing.
- Monthly visits25.7K
▼ 12.1% vs previous month
- Unique visitors13.1K
per month
- Global rank#860,606
among all websites
- Category rank#8,030
Finance · Investing
- Bounce rate42%
- Pages per visit2.7
- Average visit1 min 06 sec
- DevicesDesktop 51% · Mobile 49%
Websites whose visitors overlap most with Beacon Pointe Advisors. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| carystreetpartners.com | 100% | 5.9K | #3,069,121 | View details | |
hedgefundtips.com | hedgefundtips.com | 96% | #855,498 | – | |
| epwealth.com | 84% | 17.7K | #1,563,125 | View details | |
| moneyguy.com | 84% | #136,182 | View details | ||
| marinerwealthadvisors.com | 84% | 51.5K | #831,124 | View details | |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
| •••••••••• | ••••••.com | ••% | •.•M | #••••• | – |
All 13 similar websites and full traffic analytics for Beacon Pointe Advisors
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- 13 similar websites
- Audience overlap
- Engagement analytics
- Traffic by brand
Verified entity values are shown only after access is granted.
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Beacon Pointe Advisors (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Related news about Beacon Pointe Advisors
Complete news archive for Beacon Pointe Advisors
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- Brand-specific news history
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Frequently Asked Questions about Beacon Pointe Advisors
Beacon Pointe Advisors was founded in 2002.
Beacon Pointe Advisors is headquartered in Newport Beach, United States. It is registered at Newport Beach, California, United States.
Shannon Eusey is the CEO of Beacon Pointe Advisors, as recorded in our data. They have also founded this company.
Beacon Pointe Advisors is established as one of the largest women-led Registered Investment Advisory firms in the United States. Services are provided to high-net-worth individuals, families, institutions, and retirement plans. Comprehensive wealth management, institutional consulting, and retirement plan services are offered. Customized investment strategies and objective financial guidance are delivered to align clients wealth with their personal goals and missions. Operations span across more than 75 offices nationwide, supporting a diverse client base with a team of over 600 professionals.
Beacon Pointe Advisors offers Private Wealth Management, Institutional Consulting, and Retirement Plan Services.
Beacon Pointe Advisors has made 9 acquisitions, including ACT Wealth Management, Altavista Wealth Management, and CBD Wealth Management.
Beacon Pointe Advisors operates through Beacon Pointe Advisors.