BEACON POINTE
Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions (i.e., foundations and endowments), individuals, and families. We provide clients with the investment and financial planning framework to make important life decisions, armed with an understanding of the potential financial impact of those decisions. We focus on full-service financial planning and research-driven investments.
BEACON POINTE
Industry:
Consulting Financial Services Venture Capital
Founded:
2002-01-01
Status:
Active
Contact:
(888) 279-2896
Email Addresses:
[email protected]
Total Funding:
0
Technology used in webpage:
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Current Advisors List
Current Employees Featured
Founder
Acquisitions List
| Date | Company | Article | Price |
|---|---|---|---|
| 2022-08-24 | Benchmark Private Wealth Management | Benchmark Private Wealth Management acquired by Beacon Pointe | 600 M USD |
| 2022-05-01 | Duncan Financial | Duncan Financial acquired by Beacon Pointe | N/A |
| 2022-05-01 | Goldstein Group Financial Advisors | Goldstein Group Financial Advisors acquired by Beacon Pointe | N/A |
| 2021-09-01 | Rainier Financial Group | Rainier Financial Group acquired by Beacon Pointe | N/A |
| 2021-08-17 | Northstar Investment Advisors | Northstar Investment Advisors acquired by Beacon Pointe | N/A |
| 2021-04-01 | Wealthstreet Investment Advisors | Wealthstreet Investment Advisors acquired by Beacon Pointe | N/A |
| 2021-03-01 | Wealth Design | Wealth Design acquired by Beacon Pointe | 350 M USD |
| 2021-01-13 | CDA Group | CDA Group acquired by Beacon Pointe | 510 M USD |
| 2021-01-13 | Essex Asset Management | Essex Asset Management acquired by Beacon Pointe | 110 M USD |
| 2020-11-23 | CBD Wealth Management | CBD Wealth Management acquired by Beacon Pointe | N/A |
Investors List
Kohlberg Kravis Roberts
Kohlberg Kravis Roberts investment in Secondary Market - Beacon Pointe
ABRY Partners
ABRY Partners investment in Private Equity Round - Beacon Pointe