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

468

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 AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Beacon Pointe Advisors, LLC is an independent, SEC-registered investment advisory firm organized as an LLC and operating since 2002. The firm positions itself as a capital allocator for both individual/family and institutional clients, offering a broad set of advisory services including financial planning, portfolio management across retail and pooled vehicles, pension consulting, selection of third‑party managers, and investor education and publications. Fee arrangements are flexible and include percentage-of-AUM, hourly and fixed charges, and performance-based structures. Beacon Pointe describes itself as an active ESG investor and participates in sponsor/GP roles for pooled investment vehicles in addition to acting as an adviser to third‑party funds. Industry recognition over recent years includes placements on Barron’s Top 100 RIA lists (multiple years), Forbes’ lists of top RIAs, the Financial Times Top 300 RIAs (2020), Citywire’s 50 Growers (2023), and an AdvisorHub “50 RIA Firms to Watch” mention (2026).