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RIA comparison · SEC Form ADV

IEQ Capital, LLC vs Beacon Pointe Advisors, LLC

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

The short answer

IEQ Capital, LLC is the larger of the two, with $57B in regulatory assets to $55B at Beacon Pointe Advisors, LLC, 3% more than its rival, by their latest Form ADV filings. Beacon Pointe Advisors, LLC reports more individual clients (29,565 vs 2,300), while IEQ Capital, LLC’s clients hold more on average (about $25 million each against $1.7 million). Both are based in California: IEQ Capital, LLC in Foster City and Beacon Pointe Advisors, LLC in Newport Beach.

FigureIEQ Capital, LLCBeacon Pointe Advisors, LLC
Regulatory AUM$57B$55B
National rank#18#20
HeadquartersFoster City, CaliforniaNewport Beach, California
Individual clients2,30029,565
High-net-worth clients2,30011,482
Average client assets$25 million$1.7 million
Accounts2,30929,892
Discretionary81% of AUM92% of AUM
Employees266780
Advisory staff193440
Clients per advisory employee1267
Offices2090
Form ADV filed2026-06-092026-08-31

IEQ Capital, LLC

Full profile →

Services

  • Financial planning
  • Portfolio management for individuals and small businesses
  • Portfolio management for businesses and institutions
  • Pension consulting
  • Selecting other advisers
  • Educational seminars and workshops

How it’s paid

  • A percentage of assets under management
  • Fixed fees

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

Questions

Which is bigger, IEQ Capital, LLC or Beacon Pointe Advisors, LLC?

IEQ Capital, LLC, with $57B in regulatory assets under management against $55B at Beacon Pointe Advisors, LLC. Nationally they rank #18 and #20 among 5,657 independent wealth management RIAs.

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

IEQ Capital, LLC reports 2,300 individual clients (2,300 high-net-worth) with 193 advisory employees; Beacon Pointe Advisors, LLC reports 29,565 (11,482 high-net-worth) with 440 advisory employees.

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

Only Beacon Pointe Advisors, LLC lists hourly charges; performance-based fees on Form ADV. Fee schedules and minimums are in each firm’s Form ADV Part 2A brochure.

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

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

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: IEQ Capital, LLC ↗, Beacon Pointe Advisors, LLC ↗. How to check a financial advisor →