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Beacon Pointe Advisors

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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. Beacon Pointe Advisors is 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.
Industry Role:
FundManager
InvestorAllocator
Investor Type:
RIAWealthAdvisor
Consultant
Investment Interests:
HedgeFund
PrivateEquity
Office Locations
# Location Address
1. Newport Beach, CA, US 24 Corporate Plaza #150, Newport Beach, CA 92660, USA
Executives and Employees
# Contact Info Location
1.
Derek Newcomer
Director Research
                                                                Derek leads investment manager research and due-diligence in the area of alternative investments, in addition to being a member of Beacon Pointe’s Investment Committee. Prior to Beacon Pointe, Dere...
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    Newport Beach, California, US
2.
GRANT HARTVIGSON
Managing Director
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    Seattle, Washington, US
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