Beacon Pointe Advisors, LLC

$54.87BAssets under management
as of Aug 2026 · SEC Form ADV
Newport Beach, CA
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Tech stack

No one at Beacon Pointe Advisors, LLC has shared their stack yet. Tools marked “spotted on their website” are linked from or built into Beacon Pointe Advisors, LLC's own website (a client login, a scheduling link, a form). Work here? Add the tools you use. Compare with other firms. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.

Custodial Platform
Schwab
Per Form ADV · $22.6B held · filed Dec 2024
Fidelity
Per Form ADV · $5.2B held · filed Dec 2024