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Insights

Recent Acquisitions Beacon Pointe has recently acquired multiple firms, such as Bridge Advisory LLC, Joslincapital, and others, indicating a growth strategy through acquisitions. These acquisitions present opportunities for cross-selling services to the newly acquired client bases.

Talented Team Expansion With the hiring of Stephanie W. Mackara as a partner, Beacon Pointe is strengthening its team with experienced professionals. Leveraging the expertise of key personnel like Mackara can open doors for forging strategic partnerships and attracting new clients.

High Market Ranking Being recognized as Spot 30 in Barron's Top 100 RIA Firms highlights Beacon Pointe's competitive positioning. Using this accolade in sales pitches can enhance credibility and attract clients looking for top-ranked financial advisory services.

Innovative Employee Engagement The 'Paid Day of Service' program at Beacon Pointe demonstrates a commitment to employee engagement and social responsibility. Showcasing such initiatives can resonate with clients who value companies that prioritize employee well-being and community engagement.

Strategic Investments Beacon Pointe's investments, like acquiring a stake in Global X, demonstrate a focus on growth and diversification. Highlighting strategic investments in sales conversations can position the company as forward-thinking and adept at capturing market opportunities.

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Beacon Pointe Tech Stack

Beacon Pointe uses 8 technology products and services including Facebook Pixel, WP Rocket, Polycom, and more. Explore Beacon Pointe's tech stack below.

  • Facebook Pixel
    Analytics
  • WP Rocket
    Caching
  • Polycom
    Communications Technology
  • Microsoft SharePoint
    Content Management System
  • Salesforce
    Customer Relationship Management
  • Open Graph
    Miscellaneous
  • Perfmatters
    Web Platform Extensions
  • Nginx
    Web Servers

Media & News

Beacon Pointe's Email Address Formats

Beacon Pointe uses at least 2 format(s):
Beacon Pointe Email FormatsExamplePercentage
FLast@bpadvisors.comJDoe@bpadvisors.com
98%
Last@bpadvisors.comDoe@bpadvisors.com
2%
FLast@beaconpointe.comJDoe@beaconpointe.com
93%
Last@beaconpointe.comDoe@beaconpointe.com
6%
Last.First@beaconpointe.comDoe.John@beaconpointe.com
1%

Frequently Asked Questions

Where is Beacon Pointe's headquarters located?

Minus sign iconPlus sign iconBeacon Pointe's main headquarters is located at 24 Corporate Plaza Drive Suite 150 Newport Beach, California 92660 US. The company has employees across 2 continents, including North AmericaEurope.

What is Beacon Pointe's phone number?

Minus sign iconPlus sign icon You can contact Beacon Pointe's main corporate office by phone at
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+1-949-718-****
. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Beacon Pointe's stock symbol?

Minus sign iconPlus sign iconBeacon Pointe is a publicly traded company; the company's stock symbol is N/A.

What is Beacon Pointe's official website and social media links?

Minus sign iconPlus sign iconBeacon Pointe's official website is beaconpointe.com and has social profiles on LinkedIn.

How much revenue does Beacon Pointe generate?

Minus sign iconPlus sign icon As of September 2024, Beacon Pointe's annual revenue reached $750M.

What is Beacon Pointe's SIC code NAICS code?

Minus sign iconPlus sign iconBeacon Pointe's SIC code is 8361 - Residential Care NAICS code is 623312 - Assisted Living Facilities for the Elderly.

How many employees does Beacon Pointe have currently?

Minus sign iconPlus sign iconAs of September 2024, Beacon Pointe has approximately 504 employees across 2 continents, including North AmericaEurope. Key team members include Chief Marketing Officer: A. H. W.Chief Technology Officer / Wealth Advisor: D. L.Chief Growth Officer: K. D.. Explore Beacon Pointe's employee directory with LeadIQ.

What industry does Beacon Pointe belong to?

Minus sign iconPlus sign iconBeacon Pointe operates in the Financial Services industry.

What technology does Beacon Pointe use?

Minus sign iconPlus sign iconBeacon Pointe's tech stack includes Facebook PixelWP RocketPolycomMicrosoft SharePointSalesforceOpen GraphPerfmattersNginx.

What is Beacon Pointe's email format?

Minus sign iconPlus sign iconBeacon Pointe's email format typically follows the pattern of . Find more Beacon Pointe email formats with LeadIQ.

When was Beacon Pointe founded?

Minus sign iconPlus sign iconBeacon Pointe was founded in 2002.
Beacon Pointe

Beacon Pointe

Financial ServicesCalifornia, United States501-1000 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.

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Section iconCompany Overview

Headquarters
24 Corporate Plaza Drive Suite 150 Newport Beach, California 92660 US
Phone number
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+1-949-718-****
Website
beaconpointe.com
SIC Code
8361 - Residential Care
Stock Symbol
N/A
NAICS Code
623312 - Assisted Living Facilities for the Elderly
Founded
2002
Employees
501-1000

Section iconMedia & News

Section iconFunding & Financials

  • $100M$1B

    Beacon Pointe's revenue is in the range of $100M$1B

Section iconFunding & Financials

  • $100M$1B

    Beacon Pointe's revenue is in the range of $100M$1B

Company Leadership

Employee Directory

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