Beacon Pointe Advisors

$190.0M revenue • 850 employees • 2021 The Alameda Ste 390, San Jose, CA, 95126, United States

Last Updated Sep 8, 2026

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Company Overview

Company Name

Beacon Pointe Advisors

Address

2021 The Alameda Ste 390, San Jose, CA, 95126, United States

Approx. Annual Revenue

$190.0M

Employees

850

Established

2004

Google Reviews

5.0 (14 reviews)

Google Business Category

Financial planner

Locations

72

About Beacon Pointe Advisors

Beacon Pointe Advisors is a financial advisory firm based in Hudson, Wisconsin, United States. The company was established in 2004 and has approximately 501 employees. Beacon Pointe Advisors provides private wealth management, family office, and institutional consulting services, as well as retirement plan services and partnership opportunities.

Business Profile

Read from the Beacon Pointe Advisors website on Oct 13, 2026. Hover an item to see the exact wording it came from.

Ownership (as declared by the business)

About the website

Website quality (AI-assessed)
9/10 · Current copyright 2026; Detailed service and approach sections
Footer copyright year
2026

Recent changes

What changed on the Beacon Pointe Advisors website and Google listing, as detected by Coldlytics on each visit.

  1. Google Business category is now Financial advisor

  2. Google reviews went from 17 to 18

  3. Google Business category is now Financial advisor

  4. Google reviews went from 23 to 24

Coldlytics tracks changes like these across millions of businesses, so you can reach companies the moment they add a pixel, start hiring, or switch software.

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Beacon Pointe Advisors locations

72 Google Business Profile listings, showing 30.

LocationGoogle categoryReviewsStatus
2021 The Alameda Ste 390, San Jose, CAprimaryFinancial planner 5.0 (14)Claimed
5200 N Palm Ave Ste 308, Fresno, CAFinancial planner—Claimed
600 B St Suite 300, San Diego, CA——Claimed
1550 W Cleveland St, Tampa, FLFinancial planner—Claimed
3610 Central Ave #400, Riverside, CAFinancial planner—Claimed
50 W San Fernando St Ste 405, San Jose, CA——Claimed
4718 Dexter Ave, Fort Worth, TXInvestment service—Claimed
610 Newport Center Dr #280, Newport Beach, CAFinancial planner—Claimed
8383 Greenway Blvd, Middleton, WI——Claimed
9240 Bonita Beach Rd SE #2211, Bonita Springs, FL——Claimed
3211 Shannon Rd Ste 200, Durham, NC——Claimed
4830 Lakewood Dr #6, Waco, TXFinancial planner—Claimed
1100 Larkspur Landing Cir Ste 300, Larkspur, CAFinancial planner—Claimed
(480) 428-5528, 16767 North Perimeter Drive, Suite 100, Scottsdale———
2488 Montauk Hwy 2nd Floor, Bridgehampton, NYFinancial planner—Claimed
40900 Woodward Ave #330, Bloomfield Hills, MIFinancial advisor—Claimed
819 Beachland Blvd, Vero Beach, FLFinancial planner—Claimed
19 Research Dr #1, Amherst, MAFinancial planner—Claimed
100 Larkspur Landing Cir Ste 112, Larkspur, CAFinancial advisor—Claimed
16767 N Perimeter Dr #100, Scottsdale, AZ— 5.0 (103)Claimed
1943 Morrill St #1, Sarasota, FLFinancial planner 5.0 (51)Claimed
2000 Colorado Blvd Ste 1150, Denver, COFinancial planner 4.9 (51)Claimed
103 Eisenhower Pkwy, Roseland, NJFinancial advisor 5.0 (47)Claimed
6263 N Scottsdale Rd #295, Scottsdale, AZ— 5.0 (46)Claimed
47 Maple St #306, Summit, NJFinancial planner 4.9 (45)Claimed
8665 Hudson Blvd N Ste 100, Lake Elmo, MNFinancial planner 5.0 (39)Claimed
134 Rumford Ave #203, Auburndale, MAFinancial planner 5.0 (31)Claimed
2220 Jack Breault Dr, Hudson, WI— 5.0 (30)Claimed
6811 Benjamin Franklin Dr #100, Columbia, MDFinancial advisor 4.9 (29)Claimed
400 Totten Pond Rd Ste 220, Waltham, MAFinancial planner 4.8 (25)Claimed

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Frequently Asked Questions about Beacon Pointe Advisors

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Key Decision Makers

Amanda Henderson Director of Operations
LinkedIn
Shannon Eusey CEO
Matt Cooper President
LinkedIn