Beacon Pointe Advisors, LLC

About Beacon Pointe Advisors, LLC

<p>From its headquarters in Newport Beach in Orange County, Beacon Pointe Advisors, LLC works with retirement plan sponsors and institutions across the U.S., supported by more than 80 offices nationwide and a major presence in Scottsdale, Arizona.</p> <p>Founded in 2002, the firm has grown to about 750 employees and reported $62.0B in assets under management (2026). Beacon Pointe is a Registered Investment Advisor (RIA) and operates as a fiduciary, which means it provides advice under a duty to put clients’ interests first.</p> <p>Beacon Pointe’s retirement plan work includes retirement plan services for 401(k) and 403(b) plans, alongside institutional consulting and private wealth management for high-net-worth individuals and families. One point of differentiation is its position as the nation’s largest women-led RIA.</p> <ul> <li>Retirement Plan Services for 401(k) and 403(b) sponsors</li> <li>Institutional consulting for investment policy and oversight</li> <li>Private wealth management for individuals and families</li> <li>Fiduciary investment advisory services as an RIA</li> </ul> <p>Companies evaluating <a href="/plan-advisors">plan advisors</a> often look for help with plan governance, ERISA-focused processes, and investment due diligence; Beacon Pointe pairs that retirement plan experience with national coverage from its Southern California base.</p>

Website: https://beaconpointe.com/

Founded: 2002

Employees: 750