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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 02-20-2002
- Office Locations
- 116
Office Locations
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.
Reported data analysis
What the numbers show
Between July 15, 2025 and August 31, 2026, reported AUM increased 37.7%, from $39.8B to $54.9B.
Across 5 reported observations, AUM increased 131.8% between December 12, 2022 and August 31, 2026, from $23.7B to $54.9B.
Of the latest reported AUM, 92.1% is discretionary and 7.9% is non-discretionary.
The firm reports 440 advisory representatives and 30,194 clients, or 68.6 clients per representative. That equates to $1.8M in reported AUM per client.
The profile lists 116 reported office locations and 24 years in operation. The source data was last updated on August 31, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
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- Client Personas
- CRM
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
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- Technology
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The full Beacon Pointe Advisors, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MATTHEW BAIRD COOPER
Chief Executive Officer
- CRD
- #2207087
- Ownership
- Less than 5%
KARISA JADE DIEPHOUSE
Chief Operating Officer
- CRD
- #4787247
- Ownership
- Less than 5%
Showing 2 of 8 owners & executives
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Karlie Diane Achenbach
--
- CRD
- #7864462
JONATHAN THEODORE ACOSTA
Managing Director, Partner
- CRD
- #5984521
Showing 2 of 475 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $50,539,424,600 | $1,695,954 |
| Non-Discretionary | $4,333,110,114 | $47,099,023 |
| Total | $54,872,534,714 | $1,835,693 |
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Separately Managed Accounts
SMA allocation detail is available
Beacon Pointe Advisors, LLC has reported separately managed account data across 6 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Beacon Pointe Advisors, LLC's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.
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