Beacon Pointe Advisors, LLC

Overview

Beacon Pointe Advisors, LLC is an SEC registered investment adviser based in Newport Beach, CA, registered since 2002. It reports $54.9B in assets under management across 29,892 accounts, with 780 employees. It has 472 investment adviser representatives.

Reported AUM

$54.9B

Discretionary

92%

Accounts

29,892

Average account

$1.8M

Employees

780

Advisory reps

472

Registered since

2002

Jurisdictions

53

As reported in the firm's August 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Management for Investment Companies
• Other Advisory Services
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients
• Selection of Other Advisors

Client types

• Banks or Thrifts
• Charities and Non-Profits
• Corporations/Businesses
• Government
• High Net Worth Individuals
• Individuals
• Insurance Companies
• Investment Companies
• Pension/Profit Sharing Plan
• Pooled Investment Vehicles

Fee structure

Fixed Fees, Hourly Charges, Percentage of Assets and Performance-Based Fees. Sponsors a wrap fee program.

Executive officers 3 of 8

• Matthew Baird Cooper Chief Executive Officer CRD 2207087
• Shannon Flint Eusey Chairman CRD 2521647
• Catherine Grace Prentice Interim Chief Compliance Officer CRD 2537377

5 more executive officers, with direct contact details

Advisory reps 3 of 472

• Karlie Diane Achenbach Investment Adviser Rep CRD 7864462
• Jonathan Theodore Acosta Investment Adviser Rep CRD 5984521
• Lewis D Akers Jr. Insurance Agent · Investment Adviser Rep CRD 2883544

469 more advisory reps, with emails, phones and branch locations

Location

Headquarters

24 Corporate Plaza Dr Ste 150
Newport Beach, CA 92660

County

Orange

Metro area

Los Angeles-Long Beach-Anaheim, CA

Region

West

Registrations

• SEC registered
• Registered in 53 jurisdictions
• Website: beaconpointewai.com

Every state, with registration dates

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