Beacon Pointe

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.

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

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

• Wealth management services
• Registered investment advisory
• Financial planning services
• Retirement plan consulting
• Institutional investment consulting

Headquarters

HQ city

Newport Beach

HQ country

United States

HQ region

North America

Offices14 records

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. 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

Core 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

Named customers5 records

Segments6 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature1 record

Scale indicators6 records

Recent moves6 records

Expansion highlights5 records

Direct 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

• Xx.com/bpadvisors
• YouTubeyoutube.com/BeaconPointeWealth
• Facebookfacebook.com/beaconpointeadvisors
• LinkedInlinkedin.com/company/beacon-pointe-advisors
• Instagraminstagram.com/beaconpointeadvisors
• Pinterestpinterest.com/beaconpointe

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries16 records

Funding overview

Funding rounds2 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A29 records

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Beacon Pointe