$8 Billion AUM - Wealth Management, Newport Beach, CA

Beacon Pointe Advisors 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.