Financial Advisors · profile

Beacon Pointe Advisors

Financial Advisors · San Diego, CA

We built this from public sources. If something's wrong, the firm can submit a correction.

Address
12750 High Bluff Dr Suite 460, San Diego, CA 92130, USA · View on Google Maps Google Places
Phone
(888) 756-7568 Google Places
Website
beaconpointe.com Google Places
Category
Financial Advisors
Directory ratings
  • Google5.0 (2)
As listed on third-party directories · not endorsed
02
Core data

What we found

Every fact with its value and the sources behind it. Where sources disagree we show both, and anything resting on a single source is flagged.

Canonical Google Places Independent editorial Self-published Self-published social Press release / wire Aggregated
Fact Value Sources Citations
Fiduciary status Only on listings 0 beaconpointe.comSelf-published chamberofcommerce.comAggregated linkedin.comSelf-published social local.yahoo.comAggregated mapquest.comAggregated smartasset.comAggregated yelp.comAggregated
How they're paid Couldn't confirm 1 financestrategists.comIndependent editorial smartasset.comAggregated

2 facts·8 sources·0 contested·2 not confirmed

03
What the firm says about itself

Self-claims

What the firm states about itself — operational facts and self-promotion, kept apart.

Stated facts

First-party · firm-stated

First-party operational facts — hours, services, the firm's own descriptors.

Performance claims

Self-described · not endorsed

Self-promotion, kept with its source.

04
Recurring across sources

Themed claims

Claims that recur across sources, clustered by theme — each with its sources and citation count.

·
At a glance

Key facts

The firm's core identity facts, drawn from the sourced ledger below.

Main location
san diego, causa.beautihost.comAggregatedbeaconpointe.comSelf-publishedbeaconpointe.comSelf-publishedcalifornia.beautihost.comAggregatedfinancestrategists.comIndependent editorialseniorfinanceadvisor.comAggregated
Established in
2002beaconpointe.comSelf-publishedbeaconpointe.comSelf-publishedsmartasset.comAggregatedfinancestrategists.comIndependent editorial
Years in practice
over 30 yearsadvisorhub.comIndependent editorial
Registration
Registered Investment Advisory (RIA) · registered investment advisor · registered investment adviser (RIA) · Registered Investment Advisory firmlinkedin.comSelf-published socialbeaconpointe.comSelf-publishedbeaconpointe.comSelf-publishedlocal.yahoo.comAggregatedbeaconpointe.comSelf-publishedbeaconpointe.comSelf-publishedsfnet.comIndependent editorialbeaconpointe.comSelf-publishedadvisorhub.comIndependent editorialforbes.comIndependent editorialchamberofcommerce.comAggregatedbeaconpointe.comSelf-publishedfinancestrategists.comIndependent editorialseniorfinanceadvisor.comAggregated
Professional certifications
CFP · Certified Financial Planner · CDFA · AIF, PPC, CPFAbeaconpointe.comSelf-publishedbeaconpointe.comSelf-publishedbeaconpointe.comSelf-publishedbeaconpointe.comSelf-publishedbeaconpointe.comSelf-published
Services
Wealth Management and Consulting, Performance Measurement and Asset Allocation, Investment Policy Review and Design, Investment Manager/Fund Structure, Investment Manager Search, Institutional Consulting, Retirement Plan Services, and Employee Sponsored Retirement Plan · investment management, financial planning · comprehensive wealth management · wealth managementlinkedin.comSelf-published socialbeaconpointe.comSelf-publishedsfnet.comIndependent editorialbeaconpointe.comSelf-publishedbeaconpointe.comSelf-published
Who they work with
institutions, defined contribution plans, individuals and families · women · individuals, families, and business owners · high-net-worth individuals and families, businesses, and institutionslinkedin.comSelf-published socialmapquest.comAggregatedzoominfo.comAggregatedlocal.yahoo.comAggregatedmapquest.comAggregatedyelp.comAggregatedbeaconpointe.comSelf-publishedbeaconpointe.comSelf-publishedbeaconpointe.comSelf-publishedbeaconpointe.comSelf-published
How they invest
disciplined, research-driven approach focusing on asset allocation, risk management, and portfolio resilience · active, passive, and alternative investment strategiesbeaconpointe.comSelf-publishedbeaconpointe.comSelf-published
How they're paid
fee-based · fee-onlysmartasset.comAggregatedfinancestrategists.comIndependent editorial
05
Excerpts from public sources

In their words

Short excerpts from the sources behind this profile. The firm's own wording is marked.

Self-described · not endorsed The firm's own words are tinted and italicised.

working with institutions, defined contribution plans, individuals and families.
linkedin.com Self-published social · chamberofcommerce.comAggregatedmapquest.comAggregatedlocal.yahoo.comAggregatedmapquest.comAggregatedyelp.comAggregated
California – San Diego 12750 High Bluff Drive, Suite 460 San Diego, CA 92130
beaconpointe.com Self-published ·
delivering elevated excellence and an even deeper commitment to comprehensive wealth management
sfnet.com Independent editorial ·
Address: 🏡 12750 High Bluff Dr Suite 460, San Diego, CA 92130
usa.beautihost.com Aggregated ·
We were thrilled to find a partner that values the client experience and planning process as much as our firm has for over 30 years
advisorhub.com Independent editorial ·
Matt is a founding partner of Beacon Pointe Advisors
forbes.com Independent editorial ·
Regardless, the firm abides by a fiduciary duty to act in the best interests of its clients.
smartasset.com Aggregated ·
Eusey and her father Garth Flint launched the firm in Newport Beach in 2002 to prove otherwise.
investmentnews.com Independent editorial ·
06
Every source, every date

Where every fact comes from

We read 190 mentions across the web and boiled them down to 102 confirmed facts — each with its source, date, and how we checked it.

› Where every fact comes from 102 confirmed facts · 190 mentions read
Fact Value Source Source date How we checked
Accolade 2021 ‘chief technology officer of the year’ winner beaconpointe.comSelf-published Verified
Accolade 2024 advisorhub ‘advisors to watch’ awards beaconpointe.comSelf-published Verified
Accolade 2025 ‘chief executive of the year’ winner beaconpointe.comSelf-published Verified
Accolade advisorhub’s 2025 ‘250 advisors to watch – rias’ beaconpointe.comSelf-published Verified
Accolade advisorhub's prestigious annual rankings beaconpointe.comSelf-published Verified
Accolade america’s top 100 wealth managers of 2015 beaconpointe.comSelf-published Verified
Accolade america’s top 50 wealth managers beaconpointe.comSelf-published Verified
Accolade america’s top ria firms beaconpointe.comSelf-published Verified
Accolade barron’s top 100 independent wealth advisors beaconpointe.comSelf-published Verified
Accolade charles schwab impact trailblazer award winner beaconpointe.comSelf-published Verified
Accolade fa magazine top ria firms beaconpointe.comSelf-published Verified
Accolade financial times top 300 rias beaconpointe.comSelf-published Verified
Accolade investmentnews' 2025 women to watch awards investmentnews.comIndependent editorial Verified
Accolade oc register top places to work in oc beaconpointe.comSelf-published Verified
Accolade ria firm of the year, finalist (2025) beaconpointe.comSelf-published Verified
Accolade thinkadvisor magazine's luminaries awards beaconpointe.comSelf-published Verified
Accolade top ria firms in america beaconpointe.comSelf-published Verified
Category Finance, Securities Trading zoominfo.comAggregated Verified
Category Financial Advising · 9 sources yelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregatedyelp.comAggregated Verified
Category financial advisors · 2 sources beaconpointe.comSelf-publishedbeaconpointe.comSelf-published Verified
Category Financial Consultant chamberofcommerce.comAggregated Verified
Category Financial Consulting local.yahoo.comAggregated Verified
Category Financial service · 2 sources smartasset.comAggregatedlocal.yahoo.comAggregated From page metadata
Category Financial Services · 2 sources yelp.comAggregatedyelp.comAggregated Corrected
Category Investing · 2 sources yelp.comAggregatedyelp.comAggregated Verified
Category Investment Firms yelp.comAggregated Verified
Category RIA firm beaconpointe.comSelf-published Verified
Established in 2002 · 4 sources beaconpointe.comSelf-publishedbeaconpointe.comSelf-publishedsmartasset.comAggregatedfinancestrategists.comIndependent editorial Verified
Featured on beaconpointe.com · 2 sources · 5 mentions beaconpointe.comSelf-publishedbeaconpointe.comSelf-published Verified
Featured on smartasset.com · 2 mentions smartasset.comAggregated Verified
Featured on yelp.com yelp.comAggregated Verified
Fiduciary status fiduciary · 10 sources linkedin.comSelf-published socialbeaconpointe.comSelf-publishedbeaconpointe.comSelf-publishedbeaconpointe.comSelf-publishedsmartasset.comAggregatedchamberofcommerce.comAggregatedmapquest.comAggregatedlocal.yahoo.comAggregatedmapquest.comAggregatedyelp.comAggregated Verified
Founded by garth flint · 3 sources beaconpointe.comSelf-publishedbeaconpointe.comSelf-publishedinvestmentnews.comIndependent editorial Verified
Founded by matt cooper forbes.comIndependent editorial Verified
Founded by shannon eusey · 6 sources beaconpointe.comSelf-publishedsfnet.comIndependent editorialbeaconpointe.comSelf-publishedbeaconpointe.comSelf-publishedbeaconpointe.comSelf-publishedinvestmentnews.comIndependent editorial Verified
How they invest active, passive, and alternative investment strategies beaconpointe.comSelf-published Verified
How they invest disciplined, research-driven approach focusing on asset allocation, risk management, and portfolio resilience beaconpointe.comSelf-published Verified
How they're paid fee-based smartasset.comAggregated Verified
How they're paid fee-only financestrategists.comIndependent editorial Verified
Main location ca · 7 sources · 8 mentions linkedin.comSelf-published socialbeaconpointe.comSelf-publishedsmartasset.comAggregatedcityof.comAggregatedchamberofcommerce.comAggregatedbeaconpointe.comSelf-publishedlocal.yahoo.comAggregated From page metadata
Main location campbell, ca yelp.comAggregated Verified
Main location carlsbad, ca yelp.comAggregated Verified
Main location los angeles, ca yelp.comAggregated Verified
Main location new york, ny yelp.comAggregated Verified
Main location newport beach, ca · 8 sources linkedin.comSelf-published socialbeaconpointe.comSelf-publishedbeaconpointe.comSelf-publishedforbes.comIndependent editorialsmartasset.comAggregatedfinancestrategists.comIndependent editorialyelp.comAggregatedzoominfo.comAggregated Verified
Main location nj mapquest.comAggregated From page metadata
Main location palm desert, ca yelp.comAggregated Verified
Main location riverside, ca yelp.comAggregated Verified
Main location san diego, ca · 6 sources usa.beautihost.comAggregatedbeaconpointe.comSelf-publishedbeaconpointe.comSelf-publishedcalifornia.beautihost.comAggregatedfinancestrategists.comIndependent editorialseniorfinanceadvisor.comAggregated Verified
Main location san jose, ca yelp.comAggregated Verified
Main location scottsdale, az · 2 sources yelp.comAggregatedyelp.comAggregated Verified
Main location summit, nj mapquest.comAggregated Verified
Main location us · 5 sources · 6 mentions linkedin.comSelf-published socialcityof.comAggregatedchamberofcommerce.comAggregatedmapquest.comAggregatedbeaconpointe.comSelf-published From page metadata
Professional certifications AIF, PPC, CPFA beaconpointe.comSelf-published Verified
Professional certifications CDFA beaconpointe.comSelf-published Verified
Professional certifications Certified Divorce Financial Analyst (CDFA®) beaconpointe.comSelf-published Verified
Professional certifications Certified Financial Planner beaconpointe.comSelf-published Verified
Professional certifications Certified Financial Planners™ (CFPs®), chartered financial analysts (CFAs), certified investment management analysts (CIMAs), certified public accountants (CPAs) smartasset.comAggregated Verified
Professional certifications CFA beaconpointe.comSelf-published Verified
Professional certifications CFP · 3 sources beaconpointe.comSelf-publishedbeaconpointe.comSelf-publishedbeaconpointe.comSelf-published Verified
Professional certifications CFP, AIF, AWMA beaconpointe.comSelf-published Verified
Professional certifications CFP, CFA beaconpointe.comSelf-published Verified
Registration registered investment adviser (RIA) · 6 sources beaconpointe.comSelf-publishedsfnet.comIndependent editorialbeaconpointe.comSelf-publishedadvisorhub.comIndependent editorialforbes.comIndependent editorialchamberofcommerce.comAggregated Verified
Registration registered investment advisor beaconpointe.comSelf-published Verified
Registration Registered Investment Advisor (RIA) beaconpointe.comSelf-published Verified
Registration Registered Investment Advisory (RIA) · 4 sources linkedin.comSelf-published socialbeaconpointe.comSelf-publishedbeaconpointe.comSelf-publishedlocal.yahoo.comAggregated Verified
Registration Registered Investment Advisory (RIA) firm beaconpointe.comSelf-published Verified
Registration Registered Investment Advisory firm · 3 sources beaconpointe.comSelf-publishedfinancestrategists.comIndependent editorialseniorfinanceadvisor.comAggregated Verified
Registration Registered Investment Advisory firm (RIA) · 4 sources mapquest.comAggregatedzoominfo.comAggregatedmapquest.comAggregatedyelp.comAggregated Verified
Registration RIA · 2 sources beaconpointe.comSelf-publishedbeaconpointe.comSelf-published Verified
Services Comprehensive financial planning, investment strategies beaconpointe.comSelf-published Corrected
Services comprehensive wealth management · 2 sources sfnet.comIndependent editorialbeaconpointe.comSelf-published Verified
Services comprehensive wealth planning, customized investment strategies beaconpointe.comSelf-published Verified
Services divorce planning beaconpointe.comSelf-published Verified
Services estate planning beaconpointe.comSelf-published Verified
Services Financial advising yelp.comAggregated Verified
Services financial planning · 2 sources investmentnews.comIndependent editorialcityof.comAggregated Verified
Services financial planning, investment management chamberofcommerce.comAggregated Verified
Services financial planning, investment management, strategic tax planning, retirement planning, estate management beaconpointe.comSelf-published Verified
Services Financial planning, Portfolio management, Pension consulting, Selection of other advisors (including private fund managers), Publication of periodicals or newsletters, Educational seminars/workshops, Consulting services smartasset.comAggregated Verified
Services financial planning, wealth management, retirement plan services, investment advisory services beaconpointe.comSelf-published Verified
Services full service financial planning and research zoominfo.comAggregated Verified
Services full service financial planning, research driven investments · 4 sources mapquest.comAggregatedlocal.yahoo.comAggregatedmapquest.comAggregatedyelp.comAggregated Verified
Services investment consulting beaconpointe.comSelf-published Verified
Services investment management, financial planning beaconpointe.comSelf-published Verified
Services investment management, retirement planning, estate planning, tax planning financestrategists.comIndependent editorial Verified
Services portfolio management for individuals and/or small businesses, educational seminars/workshops, financial planning services, portfolio management for pooled investment vehicles, pension consulting services, publication of periodicals or newsletters, selection of other advisers, portfolio management for businesses seniorfinanceadvisor.comAggregated Verified
Services retirement planning beaconpointe.comSelf-published Verified
Services tax planning beaconpointe.comSelf-published Verified
Services wealth management beaconpointe.comSelf-published Verified
Services Wealth Management and Consulting, Performance Measurement and Asset Allocation, Investment Policy Review and Design, Investment Manager/Fund Structure, Investment Manager Search, Institutional Consulting, Retirement Plan Services, and Employee Sponsored Retirement Plan linkedin.comSelf-published social Verified
Who they work with business owners beaconpointe.comSelf-published Verified
Who they work with High Net Worth ($1 mil - $10mil), Ultrahigh Net Worth ($10 mil+), Endowments, Foundations, Retirement-Sponsored Plans forbes.comIndependent editorial Verified
Who they work with high-net-worth individuals and families, businesses, and institutions beaconpointe.comSelf-published Verified
Who they work with individuals, families, and business owners beaconpointe.comSelf-published Verified
Who they work with institutions, defined contribution plans, individuals and families · 6 sources linkedin.comSelf-published socialmapquest.comAggregatedzoominfo.comAggregatedlocal.yahoo.comAggregatedmapquest.comAggregatedyelp.comAggregated Verified
Who they work with institutions, defined contribution plans, individuals, families chamberofcommerce.comAggregated Verified
Who they work with private clients, business owners, entrepreneurs, retirees, pre-retirees, women investors beaconpointe.comSelf-published Verified
Who they work with retirees financestrategists.comIndependent editorial Verified
Who they work with women · 2 sources beaconpointe.comSelf-publishedbeaconpointe.comSelf-published Verified
Who they work with women investors investmentnews.comIndependent editorial Verified
Years in practice over 30 years advisorhub.comIndependent editorial Verified

How we checked — what each label means·Verified matched its source·Corrected tidied up wording·From page metadata read from the site's code

07
Registrations & qualifications

Credentials

Verified credentials are checked against an external registry; self-asserted ones come from the firm's own materials.

Self-asserted

12 · from the firm's own materials · unverified

For reference, not advice. Nothing on this page is legal, tax, or financial advice. Current registration and disciplinary status are held by the linked authorities, which are authoritative where this page and they differ.

08
We publish the gaps too

What we do not know

Attributes we couldn't establish from the available sources.

  • — Fiduciary statusOnly on a listing site Only on a listing site
  • — How they're paidNothing public to confirm this Nothing public to confirm this
  • — Is RIANothing public to confirm this Nothing public to confirm this
  • — Service delivery modelNothing public to confirm this Nothing public to confirm this
09

How this page was built

Every fact was extracted from a public source, then re-checked against that source before publishing.

Sources
15
Data refreshed
Compiled
Mentions → facts
190 → 102
Aggregated Self-published Independent editorial Self-published social

Sources consulted

Profile · beacon-pointe-advisors-a62d91bec41644939c73dba37b7558e3 Category · Financial Advisors Published by Authoria