BEACON POINTE ADVISORS LLC

38 known aliases resolved via the canonical alias map

Market position · 2024

Plans served66+2 YoYRank #297 of mapped providers

Assets under administration$54.8B0.1%Market share · rank #308

Fees received$3MMedian $27,292/planSum across Schedule C direct + indirect

Net wins YoY+212 won · 10 lostPlan-level switch detection

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