Beacon Pointe: Detailed Company Information & Corporate Profile
Summary
Beacon Pointe, founded in 2002 and headquartered in Newport Beach, CA, operates within the finance sector with a workforce of 500–1,000 employees and annual revenues between $100 million and $500 million.
The firm specializes in a wide array of wealth management and consulting services, including performance measurement and asset allocation, investment policy review and design, fund structure and manager search, institutional consulting, retirement plan and employee-sponsored retirement plan solutions, comprehensive financial, retirement, estate, and strategic tax planning, healthcare planning, investment management, family office services, and private foundation advisory.
Leadership is anchored by Partners and Managing Directors Ben McGloin, Michele Sarna, and John Baxman. The team also features wealth advisors William Ferrell, Kelley O’Brien, Kate Hickey, Associate Wealth Advisor Alexander Gould, and Senior Director of Mergers & Acquisitions Jacob Vick, among others, ensuring robust client service across the firm’s diverse offerings.
| Beacon Pointe Website | beaconpointe.com |
| Industries | |
| Beacon Pointe Headquarters Address | 24 Corporate Plaza Drive, Newport Beach, CA, 92660 US |
| Company Size | 500-1000 employees |
| Specialities & 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, Employee Sponsored Retirement Plan, Financial Planning, Retirement Planning, Estate Planning, Strategic Tax Planning, Healthcare Planning, Investment Management, Family Office Services, Private Foundations |
| Founded | 2002 |
| Estimated Annual Revenue | $100M - 500M |
| Updated: | 2026-09-28 |
Beacon Pointe Org Chart
Chief Executive Officer
C-Level
General Manager
Executive Assistant
Executive Assistant
Business Development Manager
Estimated Website Traffic
The chart shows a growth in traffic to the beaconpointe.com website. In August, traffic increased to 11661, compared to 9775 in the previous month. The highest traffic in 2026 was recorded in January, reaching 13020 visits.
Workforce Turnover
Number of employees switched from or switched to
Departmental sample breakdown
Length of Employment
Beacon Pointe's workforce includes employees across a wide range of tenure levels.
9% have been with the company for less than 1 year9% have been with the company for 1 to 2 years12% have been with the company for 3 to 4 years24% have been with the company for 5 to 7 years12% have been with the company for 8 to 10 years35% have been with the company for more than 11 years
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Beacon Pointe Corporate Information: FAQ
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