Beacon Pointe Advisors, LLC

Registered investment adviser · Newport Beach, CA · CRD #119290

Form ADV data as of 2026-09-01

Regulatory assets

$54.87 billion

Total accounts

29,892

Employees

780

Disclosure events

Firm details

Website: https://www.pinterest.com/beaconpointe
Telephone: 949-718-1600
SEC file number: 801-60943
Most recent Form ADV filing: 2026-08-31
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm answered No to every Item 11 disciplinary question on its most recent Form ADV filing.

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$50.54 billion
Non-discretionary regulatory assets under management	$4.33 billion
Total regulatory assets under management	$54.87 billion
Discretionary accounts	29,800
Non-discretionary accounts	92
Total accounts	29,892
Regulatory assets under management attributable to non-U.S. persons	$93.2 million

People

Total employees (excluding clerical)	780
Employees performing investment advisory functions (including research)	440
Employees who are registered representatives of a broker-dealer	4
Employees registered as investment adviser representatives with a state	446
Employees registered as IARs for another investment adviser	2
Employees who are licensed insurance agents	166
Firms or persons who solicit advisory clients on the firm's behalf	24

Custody

Has custody of client cash or bank accounts	Yes
Has custody of client securities	Yes
Client funds and securities held in the firm's custody	$13.24 billion
Clients for whom the firm has custody	9,000
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$109.8 million
Clients for whom a related person has custody	7
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	No
Number of persons acting as qualified custodians for the firm's clients	7

How the firm is compensated

A percentage of assets under managementHourly chargesFixed fees (other than subscription fees)Performance-based fees

Advisory services offered

Financial planning servicesPortfolio management for individuals and/or small businessesPortfolio management for investment companiesPortfolio management for pooled investment vehiclesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers)Educational seminars/workshopsOther

Other business activities

Accountant or accounting firm

Affiliated related persons

Other investment adviser (including financial planners)Insurance company or agencySponsor, general partner, or managing member of pooled investment vehicles

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Buys or sells for itself securities it also recommends to clients
Recommends securities in which it has another proprietary interest
Recommends securities for which it serves as underwriter or general partner
Recommends brokers or dealers to clients
Compensates a non-employee for client referrals
Provides employee compensation specifically for obtaining clients

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	18,083	$6.09 billion
High net worth individuals	11,482	$43.05 billion
Banking or thrift institutions	1	$8.5 million
Investment companies	1	$984.1 million
Pooled investment vehicles (other than investment companies and BDCs)	7	$109.8 million
Pension and profit sharing plans (not the participants or government plans)	55	$357.1 million
Charitable organizations	156	$3.36 billion
State or municipal government entities (including government pension plans)	1	$12.4 million
Insurance companies	8	$595.3 million
Corporations or other businesses not listed above	135	$309.3 million