Beacon Pointe Advisors

Overview

Beacon Pointe Advisors is the largest women-led Registered Investment Advisory (RIA) firm in the United States. Founded as a business school project by CEO Shannon Eusey, the firm has grown into a multi-billion dollar platform through a combination of organic growth and aggressive acquisitions. Backed by KKR (since 2021), the firm provides holistic wealth management, institutional consulting, and retirement plan services.

Key Facts

Type

Advisory Services

Category

Ecosystem Partner