Updated: May 7, 2026
Office address: 24 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660
Website: beaconpointe.com
Year established: 2002
Company type: financial services
Employees: 750+
Expertise: private wealth management, institutional consulting, retirement plan services, financial planning, investment manager research, impact investing, ESG and SRI strategies, alternative investments, family office services, OCIO services
Parent company: Beacon Pointe, LLC
Key people: Matthew Cooper (CEO), Shannon Eusey (board chair), Garth Flint (co-founder), Karisa Diephouse (COO), Jon Frojen (CFO), Michael Dow (CIO), Allison Warner (CMO)
Financing status: private equity-backed
Beacon Pointe Advisors is the biggest women-led RIA in the US. The company is headquartered in Newport Beach and serves individuals, families, and institutional clients. As of February 2026, it advises on over $62 billion in assets across more than 90 offices with over 750 professionals.
Beacon Pointe Advisors started as a business school project that barely made the grade. Co-founder and board chair Shannon Eusey built the plan during an entrepreneurship class at UCLA Anderson School of Management in 2001.
Her professor only gave it a "B" because he didn't think the concept would take off. Eusey and her father Garth Flint launched the firm in Newport Beach in 2002 to prove otherwise.
Beacon Pointe opened with zero client assets but built its book over the next several years. The company changed direction in 2009 and started pursuing breakaway brokers through acquisitions.
It closed its first deal in 2011 and launched the Beacon Pointe Women's Advisory Institute that same year. The institute was created to focus on the financial planning needs of women investors. Eusey shared more on the firm's founding and growth on The InvestmentNews Podcast:
The company reached a turning point in 2020 when it merged with sister firm Beacon Pointe Wealth Advisors. Private equity firm Abry Partners held a minority stake in the combined entity at that time.
Global investment firm KKR then took a minority stake in 2021, and Abry fully exited. The Beacon Pointe team kept majority ownership, with about $20 billion in client assets at that point.
The KKR deal gave the company the backing to speed up its acquisition strategy across the US. It has since closed dozens of deals and grown to more than 90 offices nationwide.
Beacon Pointe Advisors offers fee-only, fiduciary services across wealth management and institutional consulting:
The company also operates the Beacon Pointe Women's Advisory Institute for women and next-generation investors. It uses its allWEALTH® framework and proprietary research process to build client portfolios.
Beacon Pointe Advisors says its people drive the firm. To uphold this, the company follows equal-employment principles and a diversity-friendly approach. It follows five values called FACES:
The company also says that it aims to develop and retain talent. It does this through its workplace benefits:
Beacon Pointe also has women in leadership and advisory roles across the country. Its Women's Advisory Institute helps women plan for retirement and major life changes.
Matthew Cooper is CEO of Beacon Pointe Advisors and spent 15 years as the firm's president before assuming the role in February 2026. He has led key strategic initiatives including mergers and acquisitions, driving the firm's expansion across the US.
Cooper holds a BS in Finance and Business Economics from the University of Southern California Marshall School of Business.
Joining Cooper in leading Beacon Pointe Advisors are:
This team manages over 750 professionals across more than 90 US offices. It maintains that its people are the force behind the company.
Two Beacon Pointe leaders earned spots at InvestmentNews' 2025 Women to Watch awards in New York City. Board chair Shannon Eusey was named an excellence awardee for executive leadership, and advisor Merriweather Mulé received the same honor for financial literacy. The recognition signals the firm's growing influence in women-led wealth management across the US.
The company is also scaling through acquisitions. Beacon Pointe Advisors added three RIA firms in February 2026 across Massachusetts, Wisconsin, and Texas:
These acquisitions pushed total assets to about $62 billion. CEO Matthew Cooper said that the company has become a destination for advisory teams that want a collaborative home.
The wealth firm's newest hire brings over a decade of experience in providing fiduciary and investment consulting services to 401(k) and 403(b) plans, endowments, and foundations.
The industry veteran brings nearly 40 years of experience, including more than a decade in the CFO role, as the leading RIA continues to grow and enhance its operations.
Chuck Carrick of Beacon Pointe served as a sentinel at the Tomb of the Unknown Soldier.
Devoe's latest tracking of deal activity for the month shows 39 record-breaking transactions, including four-fifths that featured private equity.
The RIA's fifth deal for 2024 gives it a foothold in Minnesota with a 33-person planning and investment superteam.
The female-led wealth firm is snapping up two advisory teams in California and South Carolina boasting a collective $600M in client assets.
Recognizing the leading finance firms across the US who are attracting advisors with their range of services and outstanding expertise.
The firm is doubling down on Seattle’s high-net-worth market by welcoming a veteran-led team with a focus on physicians.
The RIA’s first M&A transaction in Maryland sees it snap up Keeney Financial Group, a 10-member team.
'It takes a lot of capital to do this,' Captrust's Rush Benton said in Philadelphia Tuesday.
Russell Crow and William Diehl head the Dallas-based group.
