Beacon Pointe Advisors, LLC

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Assets Under Management

$39.8B

Number of Clients

18,377

Number of Advisors

390

Average Client AUM

$2.2M

AUM per Advisor

$102.2M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Beacon Pointe manages assets for legacy clients in a wrap fee program, offering wealth advisory services including investment management, monitoring of independent managers, and financial planning. They invest in mutual funds, ETFs, REITs, and private funds, and may offer advice on existing client holdings. Financial planning is available upon request, subject to minimums.