Beacon Pointe Advisors, LLC
Newport Beach, CA·SEC-registered · CRD #119290
Beacon Pointe Advisors, LLC is an SEC-registered investment advisory firm in Newport Beach, CA managing $55B across 30k client accounts, with 440 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$55B
Client accounts
30k
Advisory staff
440
Fee model
Fee-based
How Beacon Pointe Advisors, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Beacon Pointe Advisors, LLC
How much does Beacon Pointe Advisors, LLC manage?
Per its most recent SEC Form ADV filing (05/22/2026), Beacon Pointe Advisors, LLC reports $55B in regulatory assets under management across roughly 30k client accounts.
How does Beacon Pointe Advisors, LLC charge?
Beacon Pointe Advisors, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Beacon Pointe Advisors, LLC a fiduciary?
Yes. Beacon Pointe Advisors, LLC is registered with the U.S. Securities and Exchange Commission (CRD #119290), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Beacon Pointe Advisors, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Beacon Pointe Advisors, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
Other advisory firms in Newport Beach, CA
Profile compiled from Beacon Pointe Advisors, LLC's public SEC Form ADV filing (CRD #119290, filed 05/22/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Beacon Pointe Advisors, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Beacon Pointe Advisors, LLC? Claim this profile.