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Beacon Pointe Advisors LLC
Matched across 22 name variants in the filings
Beacon Pointe Advisors LLC summary
Beacon Pointe Advisors LLC appears on 44 retirement plans in Form 5500 Schedule C filings through plan year 2024. Those plans hold $42.6B in assets for 176,564 participants. The median client plan holds $44.0M. Most client plans are sponsored in CA, TX and NC. The largest clients by plan assets are Southwest Airlines Company, The Charles Schwab Corporation and Humana Inc.. Plans reported $1.7M in direct and indirect compensation paid to Beacon Pointe Advisors LLC. The median is $30K per plan.
- Participants
- 176,564
- Median plan assets
- $44.0M
- Median plan participants
- 529
- Median fees per plan
- $30K
- Schedule C direct + indirect
Top 25 client plans by assets
Latest Form 5500 filing per plan through 2024
- TXParticipants 12,991
- TXParticipants 44,603
- Humana Inc.$8.7BKYParticipants 57,219
- Foley & Lardner LLP$1.7BWIParticipants 3,511
- Andersen Corporation$1.7BMNParticipants 19,059
- NCParticipants 2,671
- NFP Corp.$1.0BNYParticipants 7,204
- Forvis Mazars, LLP$881MMOParticipants 5,251
- CAParticipants 971
- TXParticipants 1,705
- Radia, Inc., P.S.$366MWAParticipants 925
- Hanson Bridgett LLP$207MCAParticipants 369
- VAParticipants 1,426
- CAParticipants 148
- CAParticipants 401
- NYParticipants 2,317
- NJParticipants 1,068
- TXParticipants 166
- Moregroup Holdings$71.4MTXParticipants 863
- NCParticipants 274
- The Athenian School$46.5MCAParticipants 333
- NCParticipants 658
- NVParticipants 592
- CAParticipants 643
- CAParticipants 1,840
Top client states
- CA13 plans
- TX10 plans
- NC5 plans
- LA2 plans
- NJ2 plans
Frequently asked questions
- Who uses Beacon Pointe Advisors LLC?
- 44 retirement plans list Beacon Pointe Advisors LLC as a service provider on Schedule C of Form 5500. The largest clients by plan assets include Southwest Airlines Company, The Charles Schwab Corporation, Humana Inc., Foley & Lardner LLP and Andersen Corporation. Most client plans are sponsored in CA, TX and NC.
- How many plans does Beacon Pointe Advisors LLC serve?
- Beacon Pointe Advisors LLC serves 44 retirement plans with $42.6B in plan assets and 176,564 participants, based on the latest Form 5500 filings through 2024.
- What does Beacon Pointe Advisors LLC charge?
- Plans reported $1.7M in total Schedule C compensation paid to Beacon Pointe Advisors LLC. The median plan paid $30K. Fees vary with plan size and the services each plan buys.
Analytics
Market position · 2024
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- 5-year plans-served trajectory
- Customer-base shape
- Median fees per service
- Competitor overlap
- Plans won and lost
- Top plans by assets
Fund lineups on plans this firm keeps
Large plans that name Beacon Pointe Advisors as recordkeeper and list their funds in their filing.
Top managers in these lineups
| Manager | Plans |
|---|---|
| Vanguard | 1 |
| Capital Group | 1 |
| Fidelity (FMR) | 1 |
| Victory Capital | 1 |
| TIAA (Nuveen) | 1 |
Target-date series
| Series | Plans |
|---|---|
| Nuveen Lifecycle Index | 1 |
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.