Benefit Financial Services Group

RIASEC RegisteredEst. 2007

Total AUM

$1.5B

Discretionary

$1.5B

100% of AUM

Avg account

$671K

Accounts

2,289

Employees

Advisory reps

Firm details

Headquarters: Irvine, California
CRD number: 143617
Registered since: April 17, 2007
Website: bfsg.com
Custodians: NATIONAL FINANCIAL SERVICES LLC, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: HNWI77.61%
Individuals13.31%
State / Municipal Government2.94%
Charitable Organizations2.26%
Corporations / Businesses1.93%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Benefit Financial Services Group is an independent registered investment adviser organized as an LLC and SEC-registered since 2007. The firm serves both individual/family clients and institutional relationships, and describes itself as a capital allocator that also offers pension consulting. Its advisory menu spans financial planning, discretionary portfolio management for individuals and small businesses, institutional portfolio management, selection of other advisers, and educational seminars. The firm reports active ESG investing and participates in other financial-product sales. Industry affiliations noted by the firm include broker-dealer relationships, insurance and accounting connections, real estate brokerage, and roles as sponsor or GP for pooled investment vehicles. Benefit Financial Services Group has been recognized on industry lists, appearing among Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020), and Forbes’ Top RIA Firms (2024).