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 independent, SEC‑registered investment advisory firm that began registration in 2002 and operates as a capital allocator for both individual/family and institutional clients. The firm offers advisory services spanning financial planning, discretionary portfolio management for individuals and pooled vehicles, pension consulting and manager selection, and educational workshops. Its billing mixes percentage‑of‑AUM, hourly and fixed fees, and includes performance‑based arrangements for some mandates. Beacon Pointe identifies as an active ESG investor and also appears in sponsor and GP roles for pooled investment vehicles; the firm is additionally listed with accountant and insurance company affiliations. The firm has been recognized in several industry rankings, including placements by Financial Times (Top 300, 2020), FA Magazine (Top RIAs, 2020), Barron’s (Top 100 RIA Firms across multiple years including 2021–2025), Forbes (America’s Top RIA Firms, 2023; Top RIA Firms, 2024), Citywire (50 Growers Across America, 2023) and AdvisorHub (50 RIA Firms to Watch, 2026).