Beacon Pointe Advisors

Wealth Management Designed for You

Financial planner in Denver, CO (show on map)

4.9

★★★★★

38 reviews

Beacon Pointe is one of the nation's largest registered investment advisory firms, serving high-net-worth individuals and families, businesses, and institutions with $61B+ assets under advisement.

Call (303) 832-2300

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About

Beacon Pointe is one of the nation's largest registered investment advisory firms, serving high-net-worth individuals and families, businesses, and institutions. The firm is recognized by Barron's, USA Today, and Worth as a top RIA firm.

With $61B+ assets under advisement, 375+ certifications and advanced degrees, 90+ offices throughout the US, and 750+ team members, the firm provides comprehensive wealth management solutions.

$61B+ assets under advisement

One of nation's largest RIA firms

90+ offices throughout US

750+ team members

375+ certifications and advanced degrees

Top 100 RIA Firms (Barron's 2025)

Best Financial Advisory Firm (USA Today 2025)

Fiduciary commitment — legally bound to act in client's best interest

Independent firm — no hidden agendas

White-glove service

Services

Private Wealth Solutions

Comprehensive financial planning for individuals, couples, and families navigating demanding careers and complex finances.

Estate Planning Financial Planning Healthcare Planning Insurance & Asset Protection Investment Management Retirement Planning Tax Planning

Family Office Solutions

Discreet, personal-CFO-level guidance with multi-generational planning and concierge coordination for ultra-high-net-worth families.

Multi-generational planning Concierge coordination White-glove service

Plan Sponsor Solutions

Retirement plan management for employers including 401(k), 403(b), Non-Qualified Deferred Compensation, Profit Sharing, and Defined Benefit Plans.

401(k) management 403(b) management ERISA fiduciary Investment advisor

Institutional Consulting

Board-ready, mission-first strategies for endowments, foundations, and institutional investors.

Endowment management Foundation consulting Outsourced CIO

Credentials & Certifications

Registered Investment Advisor (RIA)

ERISA Fiduciary

Reviews

Rating

4.9

★★★★★

Reviews

"He listens very well and is able to communicate in a way I understand."

Frequently Asked Questions

What is Beacon Pointe Advisors? +

Beacon Pointe is one of the nation's largest registered investment advisory firms, serving high-net-worth individuals and families, businesses, and institutions with $61B+ assets under advisement.

What services does Beacon Pointe offer? +

The firm offers Private Wealth Solutions, Family Office Solutions, Plan Sponsor Solutions, and Institutional Consulting services.

Where is Beacon Pointe located? +

Beacon Pointe has 90+ offices throughout the United States.