Beacon Pointe
Beacon Pointe Advisors is a private, SEC-registered wealth management firm serving high-net-worth individuals, families, business owners, and institutional clients across 90+ U.S. offices. The firm manages approximately $62 billion in assets under advisement through its allWEALTH® framework and an aggressive RIA acquisition strategy.
- Company typePrivate
- Founded2002
- HeadquartersNewport Beach, United States
- Headcount501–1,000
- GTM typeB2B and B2C
- OfferingServices
What Beacon Pointe does
Beacon Pointe Advisors, LLC is a private, SEC-registered investment advisory firm headquartered in Newport Beach, California, founded in 2002 and operating as a wealth-management platform serving high-net-worth individuals, families, business owners, and institutional clients. As of early 2026 the firm reported approximately $62 billion in assets under advisement, 750+ team members across 90+ U.S. offices, and was recognized as the largest female-led RIA in the United States. Service lines are organized around Private Wealth Solutions, Family Office Solutions for ultra-high-net-worth and multi-generational families, Plan Sponsor Solutions for 401(k)/403(b) retirement plans, and Institutional Consulting Solutions covering endowments, foundations, outsourced CIO mandates, and insurance company consulting. A dedicated Women's Advisory Institute and Values-Based Investing (ESG/SRI) capability extend the franchise into specialized client segments.
The platform is built around a proprietary integrated wealth-management framework, allWEALTH® (a registered trademark), which unifies financial planning, investment management, estate planning, tax planning, retirement planning, healthcare planning, and insurance/asset protection into a single coordinated offering. Underlying technology consists of standard RIA infrastructure — Charles Schwab custody, SEC-registered advisory operations, and advisor-facing planning tools — rather than proprietary trading or portfolio-construction engines. A wholly-owned subsidiary, Beacon Pointe Wealth Advisors LLC (BPWA), operates as a turnkey asset management platform (TAMP) for wirehouse brokers and smaller RIAs, extending platform reach beyond Beacon Pointe's own advisor base.
The business model is fee-based and recurring: Beacon Pointe charges a percentage of assets under management/advisement, consistent with traditional RIA economics. Revenue grows primarily through three mechanisms — organic client asset appreciation, advisor partnership referrals, and an aggressive aggregator M&A strategy in which Beacon Pointe acquires established RIAs and absorbs their client books, teams, and offices onto the platform. Since receiving a 50% equity investment from KKR & Co. in November 2021 at a valuation exceeding $1 billion, the firm has executed more than 15 disclosed acquisitions, including a $2.7 billion AUM deal for Litman Gregory Wealth Management (Dec 2025), making it one of the top three most active RIA acquirers in the U.S. Acquired firms typically retain local branding under wholly-owned subsidiary structures, while gaining access to Beacon Pointe's back-office, investment resources, and allWEALTH® methodology.
Beacon Pointe firmographics
Firmographics- Name
- Beacon Pointe
- Legal name
- Beacon Pointe Advisors, LLC
- Website
- https://beaconpointe.com
- Company type
- Private
- Founded year
- 2002
- Operating status
- Operating
- Headcount range
- 501–1,000 employees
- Short description
- Beacon Pointe Advisors is a private, SEC-registered wealth management firm serving high-net-worth individuals, families, business owners, and institutional clients across 90+ U.S. offices. The firm manages approximately $62 billion in assets under advisement through its allWEALTH® framework and an aggressive RIA acquisition strategy.
- Ownership category
- akta.pro rank
Beacon Pointe industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Family Office Advisory (Single/Multi-Family) (FSAEAAAI)
Keywords
Where Beacon Pointe is headquartered
LocationHeadquarters
- HQ city
- Newport Beach
- HQ country
- United States
- HQ region
- North America
Offices14 records
Markets served
Beacon Pointe business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Assets Under Management (AUM) Fees: Fee-based model charging a percentage of assets under management, consistent with traditional RIA pricing structures. The firm serves high-net-worth individuals, families, and institutions.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels7 records
Beacon Pointe product offering
Product offeringCore offering
Beacon Pointe Advisors is a registered investment advisory firm that delivers fee-based wealth management, investment management, financial planning, estate and tax planning, and retirement plan services to high-net-worth individuals, families, and institutional clients. Its core platform unifies Private Wealth Solutions, Family Office Solutions, Plan Sponsor Solutions, and Institutional Consulting Solutions under the proprietary allWEALTH® framework, supported by 750+ professionals across 90+ U.S. offices and approximately $62 billion in assets under advisement.
Product overview
Beacon Pointe is a registered investment advisory firm offering a unified platform of wealth management services. The core offering consists of Private Wealth Solutions for individuals and families, complemented by Family Office Solutions for ultra-high-net-worth clients requiring multi-generational planning. Institutional clients are served through Plan Sponsor Solutions (retirement plans) and Institutional Consulting Solutions (endowments, foundations). All services are delivered through the proprietary allWEALTH® framework. Specialized divisions include the Women's Advisory Institute focused on women investors and Values-Based Investing (ESG) capabilities.
Differentiator
Problem solved
Functional benefit
Brands
- allWEALTH®: Proprietary comprehensive wealth management approach/process framework used by the firm
- Women's Advisory Institute
- HerWorth™
Products and services
- Private Wealth Solutions Comprehensive financial planning and wealth management services for individuals, couples, and families, covering investment management, estate planning, tax planning, retirement planning, healthcare planning, insurance and asset protection, and sudden wealth planning.
- Family Office Solutions White-glove, multi-generational planning and concierge coordination services providing discreet personal-CFO-level guidance tailored to ultra-high-net-worth families' unique needs.
- Plan Sponsor Solutions Fiduciary and investment consulting services for 401(k) and 403(b) retirement plans, endowments, and foundations, providing proactive guidance to plan sponsors and their employees.
- Institutional Consulting Solutions Sophisticated consulting solutions for endowments, foundations, and institutional investors including nonprofit and foundation consulting, outsourced CIO services, retirement plan services, and insurance company consulting.
- Women's Advisory Institute Specialized advisory services focused on women investors, particularly those navigating major life transitions, providing education, engagement, and empowerment in financial matters.
Quantifiable outcome
- $62 billion in total assets under advisement
- +1 more outcomes
Companies that use Beacon Pointe
Customer profileNamed customers5 records
Segments6 records
Ideal customer profiles4 records
Beacon Pointe technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Feature1 record
Beacon Pointe partnerships and signals
Strategic signalScale indicators6 records
Recent moves6 records
Expansion highlights5 records
Beacon Pointe competitors and assessment
Company assessmentDirect peers
- Sanctuary Wealth: RIA aggregator partnership platform serving HNW clients through acquired advisor teams. Similar partnership/M&A model targeting high-end advisors, though smaller scale.
- Mariner Wealth Advisors: Large independent RIA aggregator with national footprint and significant institutional/HNW focus. Highly comparable to Beacon Pointe in scale, M&A-driven growth strategy, and diversified wealth management offering.
- Focus Financial Partners: RIA aggregator partnership model with national footprint. Comparable to Beacon Pointe in roll-up strategy, HNW client focus, and PE-backed growth, though structured as a partnership platform.
- Hightower Advisors: Chicago-based RIA aggregator serving HNW clients through advisor partnerships. Directly comparable business model, scale, and acquisition-led growth approach to Beacon Pointe.
- Mercer Advisors: RIA aggregator with strong HNW and retirement plan focus, backed by private equity (Genstar). Similar size, M&A strategy, and wealth management platform orientation as Beacon Pointe.
- Wealth Enhancement Group: PE-backed RIA aggregator with national footprint and HNW focus. Comparable M&A pace, scale, and target client profile to Beacon Pointe.
- Creative Planning: Large independent RIA offering comprehensive wealth management for HNW individuals. Comparable service breadth and client segment, though with stronger organic growth and less M&A reliance.
Broad incumbents
- Cetera Financial Group: Multi-brand wealth management platform serving independent advisors and HNW clients. Broader incumbent with broker-dealer and RIA capabilities overlapping Beacon Pointe's wealth advisory offering.
- Carson Group: Large wealth management platform serving advisors and HNW clients with comprehensive services. Comparable client focus and service breadth, with broader broker-dealer capabilities.
- Edelman Financial Engines: One of the largest US RIAs with HNW and retirement plan focus. Comparable scale and was also recently affected by the same cybersecurity breach disclosure affecting Beacon Pointe.
Market position
Strengths3 records
Weaknesses4 records
Competitive moat5 records
Key risks5 records
Key highlights7 records
Customer concentration
Beacon Pointe social profiles
Digital presenceBeacon Pointe financial estimates
Financial estimateRevenue estimate
Valuation estimate
Beacon Pointe leadership team
Management profileNumber of profiles
Profiles3 records
Beacon Pointe subsidiaries and ownership
Company hierarchySubsidiaries16 records
Beacon Pointe funding detail
Funding detailFunding overview
Funding rounds2 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Beacon Pointe M&A and investment
M&A and investmentM&A29 records
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Beacon Pointe
What does Beacon Pointe do?
Beacon Pointe Advisors is a registered investment advisory firm that delivers fee-based wealth management, investment management, financial planning, estate and tax planning, and retirement plan services to high-net-worth individuals, families, and institutional clients. Its core platform unifies Private Wealth Solutions, Family Office Solutions, Plan Sponsor Solutions, and Institutional Consulting Solutions under the proprietary allWEALTH® framework, supported by 750+ professionals across 90+ U.S. offices and approximately $62 billion in assets under advisement.
Is Beacon Pointe a public or private company?
Beacon Pointe is a private company. It is classified as venture growth investor backed and is currently operating.
When was Beacon Pointe founded?
Beacon Pointe was founded in 2002. It employs 501 to 1,000 people.
Where is Beacon Pointe based?
Beacon Pointe is headquartered in Newport Beach, United States, in the North America region.
How does Beacon Pointe make money?
One revenue line is on record: assets Under Management (AUM) Fees.
Who are Beacon Pointe's main competitors?
Direct peers on record are Sanctuary Wealth, Mariner Wealth Advisors, Focus Financial Partners, Hightower Advisors, Mercer Advisors, Wealth Enhancement Group and Creative Planning. Broad incumbents are Cetera Financial Group, Carson Group and Edelman Financial Engines.
Does Beacon Pointe have an API?
No public API is recorded for Beacon Pointe.
What industry is Beacon Pointe in?
Beacon Pointe's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions). Its NAICS code is 523940 and its SIC code is 6282.