BEACON POINTE ADVISORS, LLC

Tel: 949-718-1600

24 Corporate Plaza
Suite 150
Newport Beach, California 92660

Inquire with BEACON POINTE ADVISORS, LLC

About BEACON POINTE ADVISORS, LLC

BEACON POINTE ADVISORS, LLC is a Newport Beach, California based financial advisory firm with nearly $31,279,960,486 in assets under management and provides investment advisory services for 47098 clients. There are currently 500 financial advisors at the firm.

General Information

Firm CRD#:		119290
SEC#:		801-60943
Assets under Management:		$31,279,960,486
No. of Clients:		47098
No. of Advisors:		500
Advisory Services Provided:		Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pesnsion consulting services, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops, Other (CONSULTING SERVICES)
Fee Structure:		A percentage of AUM, Hourly charges, Fixed fees

More Financial Advisor Firms in Newport Beach, California

Financial Advisory Firm	Firm CRD#	SEC#	No. of Clients	No. of Advisors	AUM
WILSHIRE	6210	801-36233	373588	298	$94,873,146,068
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC	108559	801-56293	56585	690	$86,270,585,130
APERIO GROUP, LLC	111616	801-57184	16173	170	$80,212,688,341
NFP RETIREMENT INC.	121254	801-66107	5514	219	$96,454,495,427
ICONIQ CAPITAL, LLC	159198	801-72878	1477	451	$84,187,372,139
CAPITAL BANK AND TRUST COMPANY	170017	801-79234	536	151	$75,863,757,861
STEPSTONE GROUP LP	143635	801-68079	337	689	$85,687,398,665
METROPOLITAN WEST ASSET MANAGEMENT LLC	104571	801-53332	146	348	$102,770,713,223
PANTHEON	153425	801-71327	115	110	$71,532,004,176
VISTA EQUITY PARTNERS MANAGEMENT, LLC	156973	801-73726	109	666	$100,968,246,570
PATHWAY CAPITAL MANAGEMENT, LP	108016	801-54251	109	235	$87,787,751,721
LEONARD GREEN & PARTNERS, L.P.	158164	801-73794	84	87	$77,831,733,868
HELLMAN & FRIEDMAN LLC	158614	801-73341	42	120	$105,674,000,000
PRIMECAP MANAGEMENT CO	105516	801-19765	37	40	$134,476,880,987
SILVER LAKE TECHNOLOGY MANAGEMENT, LLC	161206	801-74182	27	264	$102,036,807,138

Explore More Financial Advisor Firms in Newport Beach, California >>

WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.