Beacon Pointe Advisors

Beacon Pointe Advisors is a registered investment advisory (RIA) firm founded in 2002 by Shannon Eusey and her father, Garth Flint. Headquartered in Newport Beach, California, it stands as the largest female-led RIA in the United States. The firm's creation was sparked by a business plan Eusey developed while pursuing her MBA at UCLA.

Garth Flint brought decades of institutional investment consulting experience to the venture, having previously worked at Merrill Lynch and Kidder, Peabody & Co. His background includes service as a Naval Aviator during the Vietnam War. Shannon Eusey, prior to co-founding the firm, was a Senior Managing Director at Roxbury Capital Management. Her passion for financial education led to the creation of the Beacon Pointe Women's Advisory Institute and the co-authoring of an international best-selling book on money management.

Beacon Pointe provides comprehensive financial planning and investment management for a diverse client base that includes high-net-worth individuals, families, pension plans, foundations, and other institutions. The firm operates on a fee-based model, charging a percentage of assets under management. Its investment philosophy centers on a customized, holistic approach, utilizing a mix of mutual funds, ETFs, REITs, and private funds across various asset classes. The firm has grown significantly through both organic expansion and a series of strategic acquisitions, attracting a major investment from KKR in 2021 to support its continued growth.

Keywords: registered investment advisor, wealth management, financial planning, investment consulting, asset allocation, high-net-worth individuals, institutional clients, retirement planning, succession planning, portfolio management, female-led business, investment management, endowment consulting, 401(k) consulting, financial advisory, private wealth, legacy planning, exit strategies, KKR, Shannon Eusey