$39.8B Total AUM
$36.2B Disc. AUM
38.4% 3Y CAGR
600 Employees
18,642 ADV. Clients
23 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Foundation insightVital vector +more
- Established Date
- 02-20-2002
- Office Locations
- 117
Office Locations
1 Belvedere Place Mill Valley CA
100 Larkspur Landing Circle Suite 112 Larkspur CA
1000 Larkspur Landing Circle Larkspur CA
About Beacon Pointe Advisors, LLC
Beacon Pointe Advisors is a large RIA providing private wealth management for high-net-worth individuals and families, plus institutional consulting and retirement plan services for 401(k)/403(b) and non-qualified plans. The firm emphasizes objective, transparent guidance focused on asset preservation and enhancement through sophisticated strategies, and partners with RIAs and wealth advisors to drive efficiency and growth. Notable: a women-led RIA with a Women’s Advisory Institute and access to Schwab’s Institutional Intelligent Portfolios.
Team overview
45 AVG AGE
$112.2M AVG AUM / ADVISOR
$2.1M AVG AUM / CLIENT
3.4 yrs AVG TENURE
600 Employees
355 Advisory Reps
350 RIA Reps
23yrs Firm Age
Insights
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Asset Classes
Atlas value Signal foundation Bridge Ridge frontier North glacier Optima vertex Fusion Alpha pathway Glacier Vertex meridian Alpha meridian Insight horizon Peak
Client Personas
Summit Alpha eagle Vital Legacy Harbor
CRM
Vertex Atlas summit
Custodian
Ridge Meridian legacy Momentum Ridge Beacon harbor Alpha signal Peak zenith Summit glacier Capital Focus insight Fusion Eagle legacy Meridian frontier Harbor signal Glacier prime Timber ember Pathway Ember horizon Momentum horizon Unison Delta Pathway eagle Summit focus Catalyst pathway Glacier atlas Insight oak Momentum harbor Meridian signal Wave Element Pioneer Prime focus Capital catalyst Vector north Optima Oak Summit Fusion quantum Atlas Catalyst Radial unison
Fund Managers
Horizon timber Quantum
Investment Themes
Element wave Meridian wave Vital harbor Matrix frontier Capital Capital unison Capital Vital Ridge
Investment Vehicles
Fusion momentum Delta
Platform
Insight Summit Element Vital focus
Services
Prime vertex Capital Value beacon Capital Element element Horizon Unison element Oak Vector Alpha foundation Momentum insight Focus timber Zenith matrix Ember eagle
Technology
Alpha beacon Harbor Radial timber Vector Catalyst timber Crest Matrix
Owner & Executives
MATTHEW BAIRD COOPER
Partner, President
- CRD
- #2207087
- Ownership
- Less than 5%
(912) 543-4629
value.capital@peakcapital.com
in linkedin.com/in/atlas-timber
KARISA JADE DIEPHOUSE
Chief Operating Officer
- CRD
- #4787247
- Ownership
- Less than 5%
(260) 578-1483
pioneer.prime@eaglecapital.com
in linkedin.com/in/fusion-harbor
B
Beacon ember
Foundation eagle
- CRD
- #31790
- Ownership
- 29.4%
(764) 826-2820
ember.catalyst@wavecapital.com
in linkedin.com/in/optima-legacy
Showing 2 of 8 owners & executives
Unlock allContacts
K
Karlie Diane Achenbach
--
- CRD
- #7864462
(374) 350-6937
capital.signal@elementcapital.com
in linkedin.com/in/timber-catalyst
JONATHAN THEODORE ACOSTA
Managing Director, Partner
- CRD
- #5984521
(246) 895-6241
vertex.glacier@atlascapital.com
in linkedin.com/in/momentum-peak
M
Meridian frontier
North radial
- CRD
- #77333
(574) 593-1988
vector.glacier@pathwaycapital.com
in linkedin.com/in/atlas-catalyst
Showing 2 of 449 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,189,489,058 | $661,479 |
| Non-Discretionary | $3,650,268,326 | $22,814,177 |
| Total | $39,839,757,384 | $726,075 |
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Separately Managed Accounts
Total SMA Asset: $39,376,534,325
Equity - Exchange:
23.0% Public Funds:
27.9% Municipal Bonds:
8.1% Private Funds:
10.7% Cash:
5.4% Corporate - Investment Grade:
24.9% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $495,294,106 | 23.0% |
| Public Funds | $600,813,285 | 27.9% |
| Municipal Bonds | $174,429,663 | 8.1% |
| Private Funds | $230,419,432 | 10.7% |
| Cash | $116,286,442 | 5.4% |
| Corporate - Investment Grade | $536,209,707 | 24.9% |
| Total | $2,153,452,635 | 100.0% |
13F Holdings | Q3 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RADIAL HORIZON VECTOR | LEGACY ALPHA | WFLZTYC1S | GQNU | 6.45% | $78,574,355 |
| MERIDIAN HORIZON BEACON | MERIDIAN FRONTIER | I6JNLPXW5 | THEN | 2.63% | $43,162,543 |
| UNISON FOUNDATION FOUNDATION | PRIME OPTIMA | LYESG2QI6 | CIYS | 6.28% | $92,895,097 |
| MERIDIAN WAVE | FOCUS VALUE | N4QCWWY3J | XEOS | 3.82% | $15,239,919 |
| INSIGHT FRONTIER MOMENTUM | BEACON UNISON | G82AMQU69 | EMWI | 5.33% | $49,870,969 |
| VITAL QUANTUM | LEGACY ELEMENT | HUWM8YB68 | TELFW | 0.85% | $12,694,050 |
| CATALYST EMBER RADIAL | RADIAL HORIZON | 60ECMVDVA | ACUJ | 10.99% | $51,044,309 |
| OAK FRONTIER BEACON | DELTA VECTOR | 65I8O70RN | XNN | 5.42% | $103,856,665 |