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BEACON POINTE ADVISORS, LLC
CRD 119290 · SEC 801-60943
24 CORPORATE PLAZA, SUITE 150, NEWPORT BEACH, CA, 92660, United States
Phone
949-718-1600
Fax
949-209-2546
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$54.87B
Discretionary AUM
$50.54B
Team
780 total employees; 440 advisory reps; 265 broker-dealer reps
Clients
More than 500
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-05-22
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (investment companies)Portfolio management (pooled vehicles)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminarsCONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 18083 | $6.09B |
| High net worth individuals | 11482 | $43.05B |
| Banking/thrift institutions | 1 | $8.5M |
| Investment companies | 1 | $984.1M |
| Pooled investment vehicles | 7 | $109.8M |
| Pension/profit sharing plans | 55 | $357.1M |
| Charitable organizations | 156 | $3.36B |
| State/municipal entities | 1 | $12.4M |
| Insurance companies | 8 | $595.3M |
| Corporations/business entities | 135 | $309.3M |
States served
VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD
All web addresses on file
- HTTPS://X.COM/BEACONPOINTEWAI
- HTTPS://WWW.GETTHESENSE.COM
- HTTPS://WWW.BEACONPOINTE.COM
- HTTPS://WWW.FACEBOOK.COM/BEACONPOINTERIA
- HTTPS://X.COM/GETTHESENSE
- HTTPS://WWW.FACEBOOK.COM/GETTHESENSE
- HTTPS://WWW.PINTEREST.COM/BEACONPOINTE
- HTTPS://BEACONPOINTEFUNDS.COM/
- HTTPS://X.COM/BPWEALTHADVISOR
- HTTPS://WWW.BEACONPOINTEWAI.COM
- HTTPS://X.COM/BEACONPOINTECIO
- HTTPS://WWW.LINKEDIN.COM/COMPANY/BEACON-POINTE-RIA
- HTTPS://X.COM/BEACONPOINTERIA
- HTTPS://WWW.LINKEDIN.COM/COMPANY/THE-SENSE
- HTTPS://WWW.INSTAGRAM.COM/BEACONPOINTEADVISORS
Official SEC filing: View on IAPD