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
Office Locations
- Newport Beach, CA (Headquarters)
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $62.0B
Plans Serviced (2024)
Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).
| Plan | Sponsor | Assets | Participants |
|---|---|---|---|
| UNITED AIRLINES PILOT RETIREMENT ACCOUNT PLAN | UNITED AIRLINES, INC., IL | $16.8B | 17,444 |
| SOUTHWEST AIRLINES PILOTS RETIREMENT SAVINGS PLAN | SOUTHWEST AIRLINES COMPANY, TX | $11.6B | 11,679 |
| SCHWABPLAN RETIREMENT SAVINGS AND INVESTMENT PLAN | THE CHARLES SCHWAB CORPORATION, TX | $8.9B | 32,145 |
| SCPMG KEOGH PLAN | SOUTHERN CALIFORNIA PERMANENTE MEDICAL GROUP, CA | $7.9B | 11,088 |
| HUMANA RETIREMENT SAVINGS PLAN | HUMANA INC., KY | $7.7B | 42,968 |
| MW&E SAVINGS AND RETIREMENT PLAN | MCDERMOTT WILL & EMERY LLP, IL | $1.4B | 1,979 |
| GENESYS RETIREMENT SAVINGS PLAN | GENESYS CLOUD SERVICES, INC., CA | $673M | 2,773 |
| HAYNES AND BOONE RETIREMENT SAVINGS PLAN | HAYNES AND BOONE, LLP, TX | $360M | 1,097 |
| TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C. 401(K) PLAN | TIDEWATER PHYSICIANS MULTISPECIALTY GROUP, P.C., VA | $169M | 1,105 |
| LEWIS ROCA ROTHGERBER CHRISTIE LLP RETIREMENT PLAN A | LEWIS ROCA ROTHGERBER CHRISTIE LLP, AZ | $163M | 282 |
| PACHULSKI STANG ZIEHL & JONES LLP PROFIT SHARING PLAN | PACHULSKI STANG ZIEHL & JONES LLP, CA | $148M | 111 |
| REGIONAL CANCER CARE ASSOCIATES LLC 401(K) PROFIT SHARING PLAN | REGIONAL CANCER CARE ASSOCIATES LLC, NJ | $126M | 521 |
| EISENHOWER MEDICAL ASSOCIATES 401K PROFIT SHARING PLAN | EISENHOWER MEDICAL ASSOCIATES INC., CA | $121M | 313 |
| TOWNSQUARE MEDIA, INC. 401K PLAN | TOWNSQUARE MEDIA, INC., NY | $111M | 2,034 |
| OHIO ANESTHESIA GROUP, INC. 401(K) PROFIT SHARING PLAN AND TRUST | OHIO ANESTHESIA GROUP, INC., OH | $62M | 107 |
| METROLINA NEPHROLOGY ASSOCIATES, P.A. 401(K) PLAN | METROLINA NEPHROLOGY ASSOCIATES, P.A., NC | $60M | 220 |
| NEDERMAN HOLDING USA, INC. 401(K) PLAN | NEDERMAN HOLDING USA, INC., NC | $42M | 562 |
| THE ATHENIAN SCHOOL 403(B) PLAN | THE ATHENIAN SCHOOL, CA | $40M | 130 |
| FLUID COMPONENTS INTERNATIONAL, LLC 401K PROFIT SHARING PLAN | FLUID COMPONENTS INTERNATIONAL, LLC, CA | $38M | 72 |
| ALEXANDER DAWSON SCHOOL 401(K) PLAN | ALEXANDER DAWSON FOUNDATION, NV | $37M | 273 |
Showing top 20 of 32 plans serviced in 2024.