Matt Cooper On Beacon Pointe’s Differentiated Approach To Growth

Matthew B. Cooper, Partner, President, Beacon Pointe Advisors joined Julie Cooling, Founder & CEO, RIA Channel to discuss Beacon Pointe’s differentiated approach to growth and inorganic growth. 

Over the last several years, Beacon Pointe has gone from roughly $6B to $26B in AUM. The RIA now has over 40 offices nationwide and ultimately aims to have a presence in every primary and secondary market.  While Beacon Pointe has been very active in the M&A space, the firm is also a leader in organic growth. 

“We are probably one of the most collaborative groups out there” explains Cooper on what sets Beacon Pointe apart. The firm seeks RIAs led by creative, entrepreneurial owners who still want to have a voice and the ability to shape the future of the company. Beacon Pointe leverages a fully integrated model, which offers centralized support, tech, marketing and a lot of flexibility for its advisors.  

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