Firm profile

BEACON POINTE ADVISORS, LLC

NEWPORT BEACH, CACRD 119290Latest ADV April 10, 2026

Beacon Pointe Advisors, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newport Beach, CA. Its latest Form ADV filing, dated April 10, 2026, reports $54.9B in regulatory assets under management, 780 employees, 89 offices, and 29,892 accounts.

Assets Under Management
$54.9B
Employees
780
Offices
89 offices
Total Clients
29,929
Primary office
NEWPORT BEACH, CA
24 CORPORATE PLAZA, SUITE 150, NEWPORT BEACH, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

5 roles identified
CEOShannon E. Eusey
CCOShannon E. Eusey
CFOJon C. Frojen

Advisory services offered

10 types reported
Educational seminars/workshops
Financial Planning Services
Other advisory services

Fee models offered

4 types reported
Asset based fees
Fixed fees
Hourly charges
Source verified May 13, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 60.4% of total clients.
Top client categories% of clientsClients
1
Individuals
60.4%
18,083
2
HNWI
38.4%
11,482
3
Charitable
0.5%
156
4
Corporations
0.5%
135
5
Pension Plans
0.2%
55
Additional categories (<0.1%)
Insurance Cos.8 clients
Pooled Investment Vehicles7 clients
Banks<5 clients
Investment Cos.<5 clients
Government<5 clients
Categories with <5 clients
Banking or thrift institutions<5 clients
State or municipal government entities (including govt. pension plans)<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$54.9Bas of April 10, 2026
Discretionary92.1%
$50.5B
92% of total RAUM92.1%
Non-discretionary7.9%
$4.3B
8% of total RAUM7.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$54.9B
Total Accounts29,892
10Y AUM Change+$48.2B (+724.1%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees780
Clients per Employee38:1
10Y Employee Change+698 (+851.2%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.