Wealth Manager
    SEC Registered
    Manages Private Funds

    Beacon Pointe Advisors, LLC

    Registered investment advisor · Newport Beach, California · CRD #119290

    Assets Under Management
    $54.9B
    Client Accounts
    29,892
    Employees
    780
    CRD Number
    119290
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., National Financial Services Llc

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Beacon Pointe Advisors, LLC

    Beacon Pointe Advisors is an independent, fee-only registered investment advisor firm based in Newport Beach, California. Founded in 2002, it has grown to become the largest female-led RIA in the United States, with over 35 offices and more than 350 professionals serving over 10,000 clients. The firm manages approximately $25 billion in assets and advises on nearly $49 billion in total assets. Beacon Pointe offers comprehensive wealth management services through its allWEALTH framework, which i

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Yes
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Beacon Pointe Advisors, LLC's AUM?

    Beacon Pointe Advisors, LLC reports approximately $54.9B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Beacon Pointe Advisors, LLC headquartered?

    Beacon Pointe Advisors, LLC is headquartered in Newport Beach, California.

    What is Beacon Pointe Advisors, LLC's CRD number?

    Beacon Pointe Advisors, LLC's CRD number is 119290. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Beacon Pointe Advisors, LLC manage?

    Beacon Pointe Advisors, LLC manages approximately 29,892 client accounts according to its latest SEC filing.

    Is Beacon Pointe Advisors, LLC SEC registered?

    Yes, Beacon Pointe Advisors, LLC is registered with the SEC as an investment adviser with an approved registration status.

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