Beacon Pointe Advisors Revenue, Growth & Competitor Profile

DBA BEACON POINTE ADVISORS, LLC

Company Profile & Annual Report for Beacon Pointe Advisors

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Beacon Pointe Advisors Fast Facts

Revenue	$100 - $500 million    See Exact Annual Revenue
Employees	100 - 500Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	24 Corporate Plaza Suite 150 Newport Beach, CA 92660

Note: Revenues for privately held companies are statistical evaluations.


Beacon Pointe Advisors's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Beacon Pointe Advisors's annual revenues are $100 - $500 million (see exact revenue data)
• What industry is the company in?
  • Beacon Pointe Advisors is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Beacon Pointe Advisors Annual Revenue and Growth Rate

Beacon Pointe Advisors	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$100 - $500 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Beacon Pointe Advisors's revenues are gauged from an analysis of company filings.

Beacon Pointe Advisors's Income Statement (based on Industry Averages)

Beacon Pointe Advisors P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Trademark Applications

Trademark applications show the products and services that Beacon Pointe Advisors is developing and marketing. Beacon Pointe Advisors doesn't have any recent trademark applications, indicating Beacon Pointe Advisors is focusing on its existing business rather than expanding into new products and markets. Trademarks may include brand names, product names, logos and slogans.

Trademark	Date
MEANINGFUL MOMENTS Printed non-fiction publications and reference materials, namely, books, written articles, charts and guidelines in the fields of finance, financial planning, and wealth management	11/16/2021
BEACON POINTE WEALTH ADVISORS Financial planning and investment advisory services	01/02/2020
BEACON POINTE ADVISORS Financial planning and investment advisory services	01/02/2020

See all trademarks and details in the Full Report.

Market Share of Beacon Pointe Advisors's Largest Competitors

A competitive analysis shows these companies are in the same general field as Beacon Pointe Advisors, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Beacon Pointe Advisors. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
ALLIANZ ASSET MANAGEMENT OF AMERICA	Newport Beach, CA	100
THOMAS JAMES HOMES	Aliso Viejo, CA	46
BEACON POINTE ADVISORS	Newport Beach, CA	22
PATHWAY CAPITAL MANAGEMENT	Irvine, CA	13
STRETTO	Irvine, CA	12
AQ SAGE PERSONNEL	Newport Beach, CA	11

Future Competition: Beacon Pointe Advisors's Fastest Growing Competitors

These companies are in the same general field as Beacon Pointe Advisors and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)