Shannon Eusey wrote the business plan for Beacon Pointe Advisors while she was studying for her MBA at UCLA’s Anderson School of Business in 2001. Along with her father, financial advisor Garth Flint, Eusey started Newport Beach, Calif.-based Beacon Pointe the following year. It since has since become the country’s largest female-led registered investment advisory firm, with over $10 billion in assets, 14 offices nationwide and nearly 160 employees.
In April 2019, Beacon Pointe announced a partnership with Heller Wealth Advisors, the firm’s 12th merger deal to date. The merger expanded its reach into the lucrative metropolitan New York area, with clients in New York, New Jersey and Connecticut. “As a firm, we’re really about education,” Eusey told Worth in an interview last fall. Beacon Pointe also has a Women’s Advisory Institute dedicated to “empowering the female investors of today and the young investors of tomorrow.”
