# Lighthouse Investment Advisors

Lighthouse Investment Advisors is a RIA based in Palm Beach Gardens, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Palm Beach Gardens, United States
- **Region:** North America
- **Address:** Baltimore, Palm Beach Gardens, New York, Washington, Leesburg, United States
- **Assets under management:** Undisclosed
- **Website:** lhfinancialplan.com

## Regulatory record

- **CRD number:** 136591
- **SEC file number:** 801-64978
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/136591

## About

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.

## Sectors

- Wealth Management
- Retirement Planning
- Tax Planning
- Insurance Services
- Estate Planning

## Offices

- Palm Beach Gardens
- New York
- Washington
- Leesburg

## Questions

### 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.

### 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.

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- [LifeSite](https://altss.com/profile/lifesite)
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Last updated: 2026-06-03T20:00:00.000Z

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