Beacon Pointe Advisors LLC is a firm that provides tax accounting, investment management, financial advisor, insurance, and consulting services to nonprofit clients. They primarily provide their services regionally, with most clients in California, South Carolina, and Tennessee (although they are present in other states as well).
Most Beacon Pointe Advisors LLC clients are pension funds, health and welfare funds, child and youth services, individual and family services, museums, historical sites, and similar institutions, golf courses and country clubs, and grantmaking foundations with revenues ranging from $107,912 to $94 million.
Previous legal names, trade names, or just variations of their name include: Beacon Pointe Advisors; and Beacon Pointe.
| Name | Type | Location | |||
|---|---|---|---|---|---|
| 1 | The Joseph and Vera Long Foundation (JVLF) | 501(c)(3) | Walnut Creek, CA | ||
| 2 | Goodwill Industries of Orange County | 501(c)(3) | Santa Ana, CA | ||
| 3 | Northwood Club | 501(c)(7) | Dallas, TX | ||
| 4 | Alexander Dawson Foundation | 501(c)(3) | Las Vegas, NV | ||
| 5 | Reta Trust | 501(c)(9) | Walnut Creek, CA | ||
| 6 | Los Angeles Firemens Relief Association | 501(c)(9) | Los Angeles, CA | ||
| 7 | Adolph and Esther Gottlieb Foundation | 501(c)(3) | New York, NY | ||
| 8 | Perkins-Prothro Foundation | 501(c)(3) | Wichita Falls, TX | ||
| 9 | National Jewish Advocacy Center | 501(c)(3) | Atlanta, GA | ||
| 10 | Barnet Segal Charitable Trust | 501(c)(3) | Carmel, CA | ||
| ... | and 14 more Beacon Pointe Advisors LLC not-for-profit tax-exempt clients identified by Cause IQ | ||||
Competitors to Beacon Pointe Advisors LLC in the nonprofit sector include Towers Watson, BDO USA LLP, RSM Us LLP, PKF O'Connor Davies LLP, Creative Planning, Edward Jones, Moss Adams LLP, Conduent HR Consulting, LLC, Bmo Harris Bank Na, and Plante and Moran PLLC.
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