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Beacon Pointe

is a California-based wealth management firm that offers services such as investment management, retirement planning, and financial advisory for individuals... Read more
OverviewCompetitorsAcquisitionsNews & Insights

Beacon Pointe

is a California-based wealth management firm that offers services such as investment management, retirement planning, and financial advisory for individuals... Read more
Beacon Pointe CEO: Matthew Cooper

CEO

Matthew Cooper

CEO Approval Rating

- -/100

2002

Private

Banking, Financial Services and Insurance
Asset & Investment Management
61996282 NAICS listing

Est. Annual Revenue
$25-100M
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Est. Employees
500-1.0K
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Acquisitions
14

News

Acquisition
Nov 20, 2025
PR Newswire
Beacon Pointe acquired Hemington Wealth Management for undisclosed amount

Beacon Pointe Competitors

1Wealth Enhancement
2Bel Air
3Creative Planning
4Mission Wealth
5Prosperity Financial Advisors
6360 Financial
7SilverOak
8Fiat Wealth Management
9SageView
10Mercer Advisors
Unlock 9 + competitors

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