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Working at Beacon Pointe Advisors

Zippia score 3.5

Overview

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Beacon Pointe Advisors overview

Industry
Consulting Services
Revenue
$1.6M
Headquarters
Newport Beach, CA
Employees
45
Founded in
Organization type
Private
Social media
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.
Founded in 2002, Beacon Pointe Advisors is an established company that loves to hire graduates from University of Wisconsin - Superior, with 8.8% of its employees having attended University of Wisconsin - Superior. Want to compare Beacon Pointe Advisors to some other great places to work in Newport Beach, CA? We suggest taking a look at Zippia's list of Best Companies to Work For in Newport Beach, CA.
Beacon Pointe Advisors is a small professional company based in Newport Beach, CA with only 45 employees and an annual revenue of $1.6M.

Beacon Pointe Advisors's mission statement

To provide comprehensive, objective investment and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies.

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The team at Beacon Pointe Advisors

  • The founders of Beacon Pointe Advisors are Shannon Eusey and Matthew B. Cooper.
  • The key people at Beacon Pointe Advisors are Shannon Eusey and Matthew B. Cooper.
Key people
Shannon Eusey
Matthew B. Cooper

Beacon Pointe Advisors rankings

Beacon Pointe Advisors is ranked #16 on the Best Professional companies to work for in Newport Beach, CA list. Zippia's Best Places to Work lists provide unbiased, data-based evaluations of companies. Rankings are based on government and proprietary data on salaries, company financial health, and employee diversity.

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Beacon Pointe Advisors diversity

8.0
Diversity score
We calculated Beacon Pointe Advisors’s diversity score by measuring multiple factors, including the ethnic background, gender identity, and language skills of Beacon Pointe Advisors’s workforce.
Beacon Pointe Advisors diversity summary. Zippia estimates Beacon Pointe Advisors's demographics and statistics using a database of 30 million profiles. Zippia verifies estimates with BLS, Census, and current job openings data for accuracy. We calculated Beacon Pointe Advisors's diversity score by measuring multiple factors, including the ethnic background, gender identity, and language skills of Beacon Pointe Advisors's workforce.
  • Beacon Pointe Advisors has 45 employees.
  • 71% of Beacon Pointe Advisors employees are women, while 29% are men.
  • The most common ethnicity at Beacon Pointe Advisors is White (64%).
  • 12% of Beacon Pointe Advisors employees are Hispanic or Latino.
  • 9% of Beacon Pointe Advisors employees are Asian.
  • The average employee at Beacon Pointe Advisors makes $51,200 per year.
  • Employees at Beacon Pointe Advisors stay with the company for 3.1 years on average.

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Fiduciary Pointe of View - Engaging Young Employees in a Plan

Beacon Pointe Advisors financial performance

6.4
Performance score

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    Updated March 14, 2024

    Zippia gives an in-depth look into the details of Beacon Pointe Advisors, including salaries, political affiliations, employee data, and more, in order to inform job seekers about Beacon Pointe Advisors. The employee data is based on information from people who have self-reported their past or current employments at Beacon Pointe Advisors. The data on this page is also based on data sources collected from public and open data sources on the Internet and other locations, as well as proprietary data we licensed from other companies. Sources of data may include, but are not limited to, the BLS, company filings, estimates based on those filings, H1B filings, and other public and private datasets. While we have made attempts to ensure that the information displayed are correct, Zippia is not responsible for any errors or omissions or for the results obtained from the use of this information. None of the information on this page has been provided or approved by Beacon Pointe Advisors. The data presented on this page does not represent the view of Beacon Pointe Advisors and its employees or that of Zippia.

    Beacon Pointe Advisors may also be known as or be related to Beacon Pointe Advisors and Beacon Pointe Advisors, LLC.