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Lighthouse Investment Advisors
Lighthouse Investment Partners is an SEC-registered investment adviser in Palm Beach Gardens, FL, registered since 2005. The firm manages $87.4 billion in...
Lighthouse Investment Advisors
Lighthouse Investment Partners is an SEC-registered investment adviser in Palm Beach Gardens, FL, registered since 2005. The firm manages $87.4 billion in assets, $85.2 billion on a discretionary basis. It has 481 employees and 206 investment advisers.
General information
Firm type
RIA
Location
Region
North America
Country
United States
City
Palm Beach Gardens
Corporate office
Baltimore, Palm Beach Gardens, New York, Washington, Leesburg, United States
Additional offices
Palm Beach Gardens · New York · Washington · Leesburg
Sector focus
Frequently asked questions
What type of clients does Lighthouse Investment Advisors serve?
The firm works with individuals, families, and businesses seeking financial planning, investment management, and retirement income strategies. Marketing materials emphasize legacy planning and generational wealth transfer alongside baseline wealth management services.
How does Lighthouse Investment Advisors manage investment risk for retirees?
Risk management combines customized asset allocation with a heavy reliance on insurance products. The firm highlights insurance solutions designed to guard against large market drawdowns — a posture that prioritizes principal protection and guaranteed income streams over pure market exposure.
Does the firm operate as a private investment partnership or family office?
No. Despite the name, Lighthouse Investment Advisors is a registered investment advisor serving external clients, not a single-family office or institutional investment partnership. Its business is retail-facing wealth management built on planning, insurance, and tax strategy.
What technology or tools does the firm offer to clients?
Generational Vault, a proprietary client portal, gives clients round-the-clock access to aggregated account views and secure document storage. The firm also uses a public-facing engagement tool called Color of Money Risk Analysis to initiate financial conversations with prospective clients.
From which locations does Lighthouse Investment Advisors operate?
The firm lists offices in Baltimore, Maryland; Palm Beach Gardens, Florida; New York, New York; Washington, DC; and Leesburg, Virginia. This geographic footprint supports a multi-generational client base across the Mid-Atlantic and the Southeast.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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