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- Custodian
- Charles Schwab & Company · Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-20-2002
- Office Locations
- 119
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.
Team overview
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CRM
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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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Municipal Bonds | Available | Available |
| Private Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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