Beacon Pointe Advisors, LLC

• A percentage of assets under your management
• Hourly charges
• Fixed fees (other than subscription fees)
• Performance-based fees

Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ

Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site

$54,872,534,714 as of October 2026, filing dated August 31, 2026.

A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means

A firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.

• Financial planning services
• Portfolio management for individuals and/or small businesses
• Portfolio management for investment companies (and business development companies)
• Portfolio management for pooled investment vehicles (other than investment companies)
• Portfolio management for businesses (other than small businesses) or institutional clients
• Pension consulting services
• Selection of other advisers (including private fund managers)
• Educational seminars/workshops
• Other

Registration

SEC-registered investment adviser. Status as filed: Approved.

Registered since

2002 (24 years)

Employees

Total: 780. Performing investment advisory functions: 440.

Wrap fee program participation

Yes.

Custodians (Schedule D, Section 5.K(3))

Charles Schwab & Co., Inc.National Financial Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

Other offices (Schedule D, Section 1.F)

80 other offices, as of the September 2026 filing

Akron, OHAlbuquerque, NMAmherst, MAAndover, MAAsheville, NCBala Cynwyd, PABellevue, WABethesda, MDBloomfield Hills, MIBonita Springs, FLBoston, MABridgehampton, NYBrookfield, WICampbell, CACarlsbad, CACenter Valley, PACharleston, SCCharlotte, NCChicago, ILColumbia, MDDallas, TXDenver, CODraper, UTDurham, NCFalls Church, VAFarmington, MNFlint, MIFort Atkinson, WIFort Lauderdale, FLFort Worth, TXFranklin, TNFresno, CAGrapevine, TXGreensboro, NCGreenville, SCHolmdel, NJHudson, WIIndianapolis, INJericho, NYLake Elmo, MNLake Geneva, WILarkspur, CALas Vegas, NVLos Angeles, CAMemphis, TNMetairie, LAMiddleton, WIMill Valley, CAMilwaukee, WIMt Pleasant, SCNew York, NYNewburyport, MANewport Beach, CANewton, MAPalm Desert, CAPasadena, CAPlano, TXRedmond, WARiverside, CARoseland, NJSan Antonio, TXSan Clemente, CASan Diego, CASan Jose, CASanta Cruz, CASarasota, FLScottsdale, AZSeattle, WASkokie, ILSt. Louis, MOStoneham, MASummit, NJTampa, FLTuscon, AZVero Beach, FLWaco, TXWalnut Creek, CAWaltham, MAWarsaw, INWinter Park, FL

States registered or notice-filed

53 states or jurisdictions

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SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration

None Reports no disclosure items on Form ADV Item 11. View on IAPD.

Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures

Regulatory assets under management: $12,441,991,820 in the October 2021 data and $54,872,534,714 in the October 2026 data, up 341%.

Total employees: 211 in October 2021 and 780 in October 2026.

As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.

1. September 2026
   • Updated its list of owners and control persons (Schedule A).
2. August 2026
   • Changed its office addresses in Las Vegas, NV.
   • Added an office in Fort Atkinson, WI.
   • Added an office in Franklin, TN.
   • Added an office in Lake Geneva, WI.
   • Added an office in Stoneham, MA.
   • No longer lists an office in Dallas, TX.
   • No longer lists an office in Pleasant Hill, CA.
3. June 2026
   • Updated its list of owners and control persons (Schedule A).
4. May 2026
   • Changed its office addresses in Fort Lauderdale, FL.
   • Added an office in Andover, MA.
   • Added an office in San Diego, CA.
5. April 2026
   • Employees performing advisory functions went from 355 to 440.
   • Regulatory assets under management went from $39,839,757,384 to $54,872,534,714 (+38%).
   • Changed its office addresses in Memphis, TN.
   • Changed its office addresses in New York, NY.
   • Added an office in Bellevue, WA.
   • Added an office in Bethesda, MD.
   • Added an office in Brookfield, WI.
   • Added an office in Chicago, IL.
   • Added an office in Falls Church, VA.
   • Added an office in Flint, MI.
   • Added an office in Jericho, NY.
   • Added an office in Larkspur, CA.
   • Added an office in Las Vegas, NV.
   • Added an office in Newburyport, MA.
   • Added an office in Newton, MA.
   • Added an office in St. Louis, MO.
   • Added an office in Tampa, FL.
   • Added an office in Walnut Creek, CA.
   • Added an office in Waltham, MA.
   • No longer lists an office in Lakewood, CO.

Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.