BEACON POINTE ADVISORS, LLC - Financial Advisor in California, Newport Beach

Tel: 949-718-1600 24 Corporate Plaza Suite 150 Newport Beach, California 92660

About BEACON POINTE ADVISORS, LLC

BEACON POINTE ADVISORS, LLC is a Newport Beach, California based financial advisory firm with nearly $31,279,960,486 in assets under management and provides investment advisory services for 47098 clients. There are currently 500 financial advisors at the firm.

General Information

Firm CRD#:

119290

Firm SEC#:

801-60943

Assets Under Management:

$31,279,960,486

No. of Clients:

47098

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for investment companies
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors
Publication of periodicals and newsletters
Education seminars/workshops
Other (CONSULTING SERVICES)

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in California, Newport Beach

FirmCRD#:104559

SEC#:801-48187

No. of Advisors:3194

No. of Clients:2811

AUM:$2,615,929,249,500

FirmCRD#:126777

SEC#:801-64265

No. of Advisors:262

No. of Clients:34543

AUM:$202,573,491,630

FirmCRD#:105169

SEC#:801-15057

No. of Advisors:19

No. of Clients:61

AUM:$39,897,306,252

FirmCRD#:120440

SEC#:801-61153

No. of Advisors:67

No. of Clients:34

AUM:$28,392,009,518

FirmCRD#:298050

SEC#:801-117402

No. of Advisors:38

No. of Clients:31

AUM:$21,865,344,448

FirmCRD#:324207

SEC#:801-127110

No. of Advisors:21

No. of Clients:19

AUM:$13,370,639,429

FirmCRD#:108989

SEC#:801-57416

No. of Advisors:44

No. of Clients:63

AUM:$9,320,091,885

FirmCRD#:22875

SEC#:801-34756

No. of Advisors:72

No. of Clients:4358

AUM:$6,614,738,141

FirmCRD#:168830

SEC#:801-78581

No. of Advisors:13

No. of Clients:20

AUM:$5,689,422,342

FirmCRD#:160396

SEC#:801-73502

No. of Advisors:28

No. of Clients:9

AUM:$3,733,071,073

FirmCRD#:119662

SEC#:801-61482

No. of Advisors:80

No. of Clients:8

AUM:$3,121,427,581

FirmCRD#:286019

SEC#:801-108843

No. of Advisors:22

No. of Clients:32

AUM:$2,768,301,384

FirmCRD#:166213

SEC#:801-77576

No. of Advisors:80

No. of Clients:3

AUM:$2,555,927,641

FirmCRD#:168336

SEC#:801-78326

No. of Advisors:17

No. of Clients:13

AUM:$2,419,325,639

Financial AdvisorFirmCRD#SEC#No. of ClientsNo. of AdvisorsAUM

PACIFIC INVESTMENT MANAGEMENT COMPANY LLC

104559

801-48187

2811

3194

$2,615,929,249,500

SAGEVIEW ADVISORY GROUP, LLC

126777

801-64265

34543

262

$202,573,491,630

PACIFIC LIFE FUND ADVISORS LLC

105169

801-15057

$39,897,306,252

RESEARCH AFFILIATES

120440

801-61153

$28,392,009,518

ARISTOTLE PACIFIC CAPITAL, LLC

298050

801-117402

$21,865,344,448

ARISTOTLE INVESTMENT SERVICES, LLC

324207

801-127110

$13,370,639,429

PAAMCO PRISMA, LLC

108989

801-57416

$9,320,091,885

CANTERBURY CONSULTING INCORPORATED

22875

801-34756

4358

$6,614,738,141

PACIFIC PRIVATE FUND ADVISORS LLC

168830

801-78581

$5,689,422,342

WINDJAMMER CAPITAL INVESTORS

160396

801-73502

$3,733,071,073

KBS REALTY ADVISORS, LLC

119662

801-61482

$3,121,427,581

STRATEGIC GLOBAL ADVISORS, LLC

286019

801-108843

$2,768,301,384

KBS CAPITAL ADVISORS, LLC

166213

801-77576

$2,555,927,641

ROW ASSET MANAGEMENT, LLC

168336

801-78326

$2,419,325,639