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

473

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 a non-independent retail registered investment adviser formed in 2002 that serves individuals, families and institutions. The firm acts as a capital allocator and offers comprehensive advisory services including financial planning, portfolio management across individual, pooled and institutional mandates, pension consulting, manager selection and educational programming. Its fee arrangements are flexible—percentage of AUM, hourly and fixed fees, and performance-based fees are all in use. Beacon Pointe reports active ESG investing as part of its approach and holds industry relationships spanning other investment advisers, insurance companies and roles as sponsor or manager of pooled vehicles. The firm has been recognized repeatedly in industry rankings (Barron’s Top 100 RIA multiple years, Forbes listings, Financial Times Top 300, Citywire and others).