Beacon Pointe Advisors
Beacon Pointe Advisors, LLC is an employee-owned family office based in Newport Beach, California, established in 2002. The firm primarily serves high net worth individuals, institutions such as foundations and endowments, and various organizations including pension plans, charities, and corporations. Beacon Pointe Advisors specializes in wealth management and consulting, offering a comprehensive range of services that include financial planning, performance measurement, asset allocation, and investment policy design. The firm employs a combination of quantitative and qualitative analysis to navigate public equity and fixed income markets, ensuring that clients are equipped to make informed financial decisions. Beacon Pointe has multiple offices across California and in several other states, positioning itself as one of the largest independent Registered Investment Advisory firms in the nation.
Wealthstreet Investment Advisors LLC is an employee-owned investment management firm based in Dallas, Texas. It primarily serves high net worth individuals, as well as trusts, estates, charitable organizations, corporations, and pension plans. The firm manages tailored client-focused portfolios, investing in the public equity, fixed income, and alternative investment markets within the United States. Wealthstreet also utilizes mutual funds and exchange-traded funds in its investment strategy. The firm employs both technical and fundamental analysis, integrating in-house and external research to inform its investment decisions. Notably, Wealthstreet has established a strong reputation within the Dallas community, largely due to its focus on organic growth and relationship-building. As of April 1, 2021, it operates as a subsidiary of Beacon Pointe Advisors, LLC.
Wealth Design is a San Jose, California-based firm specializing in asset management and advisory services. The company takes a personalized approach to understanding the unique definitions of wealth for each client and their families. By offering a comprehensive range of financial and wealth management services, Wealth Design helps clients create tailored, long-term solutions that align with their individual goals. The firm focuses on developing customized wealth plans that guide clients in making informed decisions about their financial futures.
Essex Asset Management is a full-service investment advisory business that focus on your financial security and success.
CDA Group seeks to educate and inform you to make prudent decisions regarding investment wealth.
CBD Wealth Management is a wealth management firm with $690 million in assets under management/advisement.
Heller Wealth Advisors
Acquisition in 2019
Heller Wealth Advisors is a wealth management company.
Albert Heeg Investment Management
Acquisition in 2015
Albert Heeg Investment Management is an institutional consulting services group that specializes in consulting institutional clients, including foundations and endowments, healthcare organizations, educational and religious institutions, Native American organizations, corporations, and insurance companies.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at
support@teaserclub.com. Your feedback is most welcome.