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Est. 2026The front page of wealth managementNew York

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RIA comparison · SEC Form ADV

Beacon Pointe Advisors, LLC vs MAI Capital Management, LLC

Two independent wealth managers side by side: assets, clients, staff, services and fees, from each firm’s own filing.

The short answer

Beacon Pointe Advisors, LLC is the larger of the two, with $55B in regulatory assets to $52B at MAI Capital Management, LLC, 5% more than its rival, by their latest Form ADV filings. Beacon Pointe Advisors, LLC reports more individual clients (29,565 vs 15,740), while MAI Capital Management, LLC’s clients hold more on average (about $2.2 million each against $1.7 million). Beacon Pointe Advisors, LLC is based in Newport Beach, California and MAI Capital Management, LLC in Cleveland, Ohio.

FigureBeacon Pointe Advisors, LLCMAI Capital Management, LLC
Regulatory AUM$55B$52B
National rank#20#21
HeadquartersNewport Beach, CaliforniaCleveland, Ohio
Individual clients29,56515,740
High-net-worth clients11,4824,902
Average client assets$1.7 million$2.2 million
Accounts29,89248,547
Discretionary92% of AUM68% of AUM
Employees780562
Advisory staff440230
Clients per advisory employee6768
Offices9030
Form ADV filed2026-08-312026-10-01

Beacon Pointe Advisors, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Performance-based fees

MAI Capital Management, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for investment companies
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Other services

How it’s paid

  • A percentage of assets under management
  • Hourly charges
  • Fixed fees
  • Performance-based fees
  • Other

Questions

Which is bigger, Beacon Pointe Advisors, LLC or MAI Capital Management, LLC?

Beacon Pointe Advisors, LLC, with $55B in regulatory assets under management against $52B at MAI Capital Management, LLC. Nationally they rank #20 and #21 among 5,657 independent wealth management RIAs.

How many clients do Beacon Pointe Advisors, LLC and MAI Capital Management, LLC have?

Beacon Pointe Advisors, LLC reports 29,565 individual clients (11,482 high-net-worth) with 440 advisory employees; MAI Capital Management, LLC reports 15,740 (4,902 high-net-worth) with 230 advisory employees.

How do Beacon Pointe Advisors, LLC and MAI Capital Management, LLC charge clients?

Only MAI Capital Management, LLC lists other forms of compensation on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

What services do Beacon Pointe Advisors, LLC and MAI Capital Management, LLC offer?

Beacon Pointe Advisors, LLC lists educational seminars and workshops, which MAI Capital Management, LLC does not. Both offer financial planning; portfolio management for individuals and small businesses; portfolio management for investment companies; portfolio management for pooled investment vehicles; portfolio management for businesses and institutions; pension consulting; selecting other advisers; other services.

More comparisons

Where these numbers come from

Every figure is the firm’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Average client assets divide the assets held for individual and high-net-worth clients by their number. Ranks compare each firm with all US-based independent wealth management RIAs, the same field as The Largest RIAs. Figures can lag recent deals and market moves.

Not an endorsement or a recommendation of either firm. Before hiring an adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search: Beacon Pointe Advisors, LLC ↗, MAI Capital Management, LLC ↗. How to check a financial advisor →