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Beacon Pointe Advisors, LLC logo

Beacon Pointe Advisors, LLC

Alpha Nasdaq OCIO Indices - Contributor

NEWPORT BEACH, CA

Form ADV and provider website profile · CRD 119290 · regulatory data as of Jul 13, 2026

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This profile compiles reported firm AUM, institutional client counts, ownership information, and source-linked regulatory records for Beacon Pointe Advisors, LLC. Firm-wide values may include business beyond OCIO services; review the linked filing before relying on a claim. How to interpret OCIO Intelligence data.

$54.9BReported Firm AUMReported Firm AUMTotal assets under management reported for the registered advisory firm. This may include businesses beyond its OCIO services.
29,892Institutional ClientsInstitutional ClientsInstitutional client relationships identified from the firm’s Form ADV data. This is not necessarily the number of OCIO mandates.
$50.5BDiscretionary AUMDiscretionary AUMFirm assets reported as discretionary, where the adviser generally has authority to make investment decisions within the client mandate.
$4.3BNon-discretionary AUMNon-discretionary AUMFirm assets reported as non-discretionary, where the client generally retains final investment decision authority.

Firm Details

Source: OCIO Intelligence record

Registered nameBEACON POINTE ADVISORS, LLC

CRD number119290

Firm foundedNot reported

SEC registration dateFeb 20, 2002

Employees780

Advisory professionals440

A firm-founded year is shown only when explicitly stated in the current Item 4 brochure text; SEC registration dates are not treated as founding dates.

Contact & Location

24 CORPORATE PLAZA, NEWPORT BEACH, CA, 92660

949-718-1600

https://beaconpointe.com/LinkedIn profile

Firm AUM History (USD)

Source: Form ADV
$54.9B

As of Jul 13, 2026

Client Mix by Firm AUM

Source: Form ADV client records
High-Net-Worth78.4%$43.0B
Individuals11.1%$6.1B
Charities6.1%$3.4B
Investment companies1.8%$984M
Insurance companies1.1%$595M
Retirement Plans0.7%$357M

Percentages and AUM are shown from the same reported Form ADV client-type records.