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BEACON POINTE ADVISORS, LLC

NEWPORT BEACH, CA · CRD 119290 · IAPD ↗ · pinterest.com · 949-718-1600

$54.87BRegulatory AUM
440Advisory reps
780Employees
265Clients
More than 500Planning clients
5Private funds
53States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
May 2026 — BEACON POINTE ADVISORS, LLC added office(s): 65 -> 89 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
67
April 2026 — BEACON POINTE ADVISORS, LLC reported RAUM up 38% ($39.84B -> $54.87B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2026 — BEACON POINTE ADVISORS, LLC grew from 355 to 440 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
April 2025 — BEACON POINTE ADVISORS, LLC added office(s): 52 -> 65 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
65
April 2025 — BEACON POINTE ADVISORS, LLC reported RAUM up 27% ($31.28B -> $39.84B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2025 — BEACON POINTE ADVISORS, LLC grew from 296 to 355 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
55
September 2024 — BEACON POINTE ADVISORS, LLC added office(s): 26 -> 52 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
66
April 2024 — BEACON POINTE ADVISORS, LLC reported RAUM up 35% ($23.25B -> $31.28B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
85
April 2024 — BEACON POINTE ADVISORS, LLC grew from 230 to 296 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.