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 RIA organized as an LLC and registered with the SEC since 2007. The firm acts as a capital allocator for both individual/family and institutional clients, offering a mix of portfolio management, financial planning, pension consulting and selection-of-other-advisers services. Fee arrangements include traditional percentage-of-AUM billing alongside hourly and fixed-fee engagements, and the firm also conducts educational seminars and engages in other financial product sales. Benefit Financial Services Group identifies as an active ESG investor and lists industry roles that extend beyond advisory work — including broker‑dealer relationships and sponsorship or GP activity for pooled investment vehicles. The firm has been recognized on industry lists: Financial Times’ Top 300 RIA Firms (2020), FA Magazine’s Top RIA Firms (2020) and Forbes’ Top RIA Firms (2024). Those placements reflect visibility among peers but are not a substitute for reviewing specific capabilities and performance for a given mandate.