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BEACON POINTE ADVISORS, LLC
CRD 119290File 801-60943
APPROVED
Retail clients
Custody
Filing as of Aug 31, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$54.87B
Top 10% of cohort (national)
Discretionary AUM
$50.54B
Non-discretionary $4.33B
Clients
29,929
29,892 accounts
Employees
780
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Feb 20, 2002
- Principal office
- 24 CORPORATE PLAZA, SUITE 150, NEWPORT BEACH, CA, 92660
- Phone
- 949-718-1600
- Website
- HTTPS://WWW.BEACONPOINTE.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $54.87B
- Discretionary AUM
- $50.54B
- Non-discretionary AUM
- $4.33B
- Discretionary accounts
- 29,800
- Non-discretionary accounts
- 92
- Total accounts
- 29,892
- AUM per client
- $1.8M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 135 | $309.3M |
| Insurance companies | 8 | $595.3M |
| Investment companies | 1 | $984.1M |
| Charitable organizations | 156 | $3.36B |
| High net worth individuals | 11,482 | $43.05B |
| Pooled investment vehicles | 7 | $109.8M |
| Banking or thrift institutions | Fewer than 5 | $8.5M |
| Pension and profit sharing plans | 55 | $357.1M |
| State or municipal government entities | Fewer than 5 | $12.4M |
| Individuals (other than high net worth individuals) | 18,083 | $6.09B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Other
- Other advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 600 | 780 | increased by180 |
| Apr 1, 2026 | Clients | 18,377 | 29,929 | increased by11,552 |
| Apr 1, 2026 | AUM | $39,839,757,384 | $54,872,534,714 | increased by$15,032,777,330 |
| Apr 1, 2026 | Accounts | 54,870 | 29,892 | decreased by24,978 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 350 | 600 | increased by250 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 10,657 | 18,377 | increased by7,720 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $23,674,542,188 | $39,839,757,384 | increased by$16,165,215,196 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 40,470 | 54,870 | increased by14,400 |
| Apr 1, 2022 | Employees | 211 | 350 | increased by139 |
| Apr 1, 2022 | Clients | 5,913 | 10,657 | increased by4,744 |
| Apr 1, 2022 | AUM | $12,441,991,820 | $23,674,542,188 | increased by$11,232,550,368 |
| Apr 1, 2022 | Accounts | 5,904 | 40,470 | increased by34,566 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “BEACON POINTE” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“BEACON POINTE” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.