Beacon Pointe Advisors, LLC

RIASEC RegisteredEst. 2002

Total AUM

$54.9B

Discretionary

$50.5B

92% of AUM

Avg account

$1.8M

Accounts

29,892

Employees

780

Advisory reps

474

Firm details

Headquarters: Newport Beach, California
CRD number: 119290
Registered since: February 20, 2002
Website: beaconpointe.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
Client types: HNWI78.45%
Individuals11.1%
Charitable Organizations6.12%
Investment Companies1.79%
Insurance Companies1.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Pooled Investment VehiclesPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Beacon Pointe Advisors, LLC is an SEC-registered investment adviser formed in 2002 and organized as an LLC. The firm acts as a capital allocator for a mix of individual, family and institutional clients, offering financial planning and a broad array of portfolio management services that span separate accounts, pooled vehicles and investment companies. Fee arrangements include percentage-of-AUM, hourly, fixed-fee and performance-based structures. Beacon Pointe identifies as an active ESG investor and lists roles beyond advisory work—such as sponsor or managing member of pooled vehicles and relationships with insurance providers. The firm’s advisory scope covers selection of subadvisers, pension consulting-related services, and educational seminars, indicating a consultative, multi-service model rather than a single-strategy boutique.