Beacon Pointe
Finance · California, United States · 501-1,000 Employees
View Company Info for Free
Overview
Headquarters
610 Newport Center Dr Ste 280, Newport B...Phone Number
(408) 261-3300Website
www.beaconpointe.comRevenue
$386.7 MillionIndustry
ZI Rank: 6
Signal Type
Dec
Jan
Feb
Mar
Apr
May
ZI Rank
4
5
10
5
6
6
About Beacon Pointe
Beacon Pointe is one of the nations largest Registered Investment Advisory (RIA) firms, serving high-net-worth individuals and families, defined contribution plans, and institutions. Beacon Pointe is the firm it is today because of our people. We are a team of talented, diverse, and passionate individuals dedicated to maintaining an uplifting company culture and premier service experiences for our clients.Explore more
Beacon Pointe Org Chart
Sell smarter with deeper company insights.
ZoomInfo gives you access to real-time firmographics, buying signals, org charts, and decision-makers - helping your GTM teams prioritize accounts, personalize outreach with AI-driven automation, and close deals faster.
Is Beacon Pointe your ideal customer? 
Let us give you the heads up on whether it's a good time to reach out
Click to see if Beacon Pointe had a recent Job posting/layoffs
Funding: Get notified immidiatlly once Beacon Pointe has new funding data
Check if Beacon Pointe has recently received funding, and reach out quickly before it becomes old news!
Product Launch: Get notified when Beacon Pointe launches new products
Competitive Alert! Recent activity has been detected by your competitor Masked Content
Website visits: Recent activity has been detected on your website
Earning: See what the market has to say on Beacon Pointe recently announced quarterly report
Check out if Beacon Pointe is spiking on competitors!
Beacon Pointe, which may be a good buyer, showed buying intent in Masked Content Topic
Congratulate Masked Content for being promoted to Masked Content at Beacon Pointe
Recommended Actions
Introduce yourself to Masked Content, who has shown a strong intent to purchase lately
Find 2 more new buyers
Compare Similar Companies to Beacon Pointe
Compare insights from companies similar to Beacon Pointe, focusing on performance, financial data, growth rates, and unique benchmarks to identify key industry trends and opportunities.
Revenue
Number of Employees
Type
Funding
Founded In
Company Profile Activity
Activity Insights
Beacon Pointe is experiencing very low activity levels compared to other companies in the Finance sector.
What does this means?
Beacon Pointe is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Beacon Pointe.
Beacon Pointe Tech Stack
A closer look at the technologies used by Beacon Pointe
See more technologies
Most Recent Scoops
Hiring Plans
Beacon Pointe has more open roles in Finance than it has had at any time in the past 12 months. Areas of expertise include: Financial Planning.
Hiring Plans
Hiring Plans
Beacon Pointe has more open roles in Finance than it has had at any time in the past 12 months. Technologies mentioned include: Tamarac.
Hiring Plans
Mergers & Acquisitions (M&A)
Mergers & Acquisitions, Acquisitions, Mergers
Lateral Move
Executive Move
Executive Moves, Lateral Move, Board of Directors
Promotion
Executive Move
Executive Moves, Promotion
Beacon Pointe News & Media
Deals & Moves: Waverly Makes 30th Deal, Coldstream Adds Office - Wealth Management
In addition, EP Wealth acquires a $390M RIA, Beacon Pointe adds three firms with a combined $732M, and $4B RIA Avidian adds a Houston-based advisor.Beacon Pointe Advisors Expands Retirement Plan Services in the DFW Region with the Hire of Retirement Specialist, Greg Mykytyn
NEWPORT BEACH, Calif., May 28, 2025 /PRNewswire/ -- Beacon Pointe Advisors strengthens its Retirement Planning Services in Dallas-Fort Worth with the addition of advisor and retirement plan specialist, Greg Mykytyn. Greg has a deep background as a 3(38) fiduciary, having advised on nearly...Beacon Pointe Advisors Hires CFO Jon Frojen
NEWPORT BEACH, Calif., Nov. 18, 2024 /PRNewswire/ -- Beacon Pointe Advisors has hired Jon Frojen as Chief Financial Officer. Frojen departs from Osaic, formerly known as Advisor Group, and previously served as their Chief Financial Officer. Since 1985, Frojen has held various leadership...Beacon Pointe and $600M Benchmark Private Wealth Management Join Forces in M&A Partnership
The Partnership marks Beacon Pointe's first Acquisition with a Bank Referral Relationship NEWPORT BEACH, Calif., Aug. 24, 2022 /PRNewswire/ -- Beacon Pointe Advisors ("Beacon Pointe") has just closed another merger, this time heading back to Texas securing Benchmark Private Wealth...
Read more news
Top Finance Companies
Top companies in Canada by revenue
Top companies in Australia by revenue
Top companies in New Zealand by revenue
Frequently Asked Questions Regarding Beacon Pointe
Sign Up For FreeTo access detailed company insights
Beacon Pointe is one of the nations largest Registered Investment Advisory (RIA) firms, serving high-net-worth individuals and families, defined contribution plans, and institutions. Beacon Pointe is the firm it is today because of our people. We are a team of talented, diverse, and passionate individuals dedicated to maintaining an uplifting compa... Read More
