Beacon Pointe Wealth Advisors Employee Directory
Financial ServicesCalifornia, United States11-50 Employees
Beacon Pointe Wealth Advisors is an independent registered investment advisory firm based in Newport Beach, California. It serves institutions such as foundations and endowments, as well as individuals and families, offering investment management and comprehensive financial planning. The firm emphasizes research-driven investments and a full-service planning framework to illuminate the financial impact of life decisions. The company is 100% employee-owned and does not take fees from the investment managers it recommends, reinforcing its fiduciary duty and focus on clients' best interests. This structure helps Beacon Pointe maintain autonomy in selecting strategies aligned with client goals, rather than compensation tied to particular managers. Operating within the financial services sector, the firm presents itself as a boutique advisory that blends financial planning with investment research for a diverse client base in Newport Beach and beyond.
1-888-653-2347 
support@leadiq.com 
