Beacon Pointe Advisors, LLC

Beacon Pointe Advisors, LLC (CRD# 119290) is a financial advisory firm headquartered in Newport Beach, CA. They manage $6,658,329,941 in 6,380 accounts and serve the financial needs of clients across 50 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,658
    MILLION
  • Total Number of Accounts
    6,380
    ACCOUNTS
  • Average Account Value
    $1,043,625
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Beacon Pointe Advisors, LLC
Showing 1 - 10 of 67 top financial advisors.
1
Laine R. Ainsworth
CRD#: 1531334
610 Newport Center Drive, Suite 280, Newport Beach, CA 92660
96
Wealthminder
score

Laine Ainsworth (CRD# 1531334) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 23 years of experience in the finance industry. Laine Ainsworth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Matthew J. Armistead
CRD#: 4589915
8560 Shea Blvd., Scottsdale, AZ 85260
96
Wealthminder
score

Matthew Armistead (CRD# 4589915) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Scottsdale, AZ and has over 15 years of experience in the finance industry. Matthew Armistead has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Tyler M. Brock
CRD#: 4587456
920 Hillview Court, Suite 160, Milpitas, CA 95035
96
Wealthminder
score

Tyler Brock (CRD# 4587456) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Milpitas, CA and has over 15 years of experience in the finance industry. Tyler Brock has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Juna H. Chiang
CRD#: 4801665
24 Corporate Plaza, Suite 150, Newport Beach, CA 92660
96
Wealthminder
score

Juna Chiang (CRD# 4801665) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 12 years of experience in the finance industry. Juna Chiang has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Kelly L. Digonzini
CRD#: 5673184
24 Corporate Plaza, Suite 150, Newport Beach, CA 92660
96
Wealthminder
score

Kelly Digonzini (CRD# 5673184) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 8 years of experience in the finance industry. Kelly Digonzini has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
Anthony M. Donnelly
CRD#: 6035511
24 Corporate Plaza, Suite 150, Newport Beach, CA 92660
96
Wealthminder
score

Anthony Donnelly (CRD# 6035511) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 6 years of experience in the finance industry. Anthony Donnelly has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
James G. Herrell
CRD#: 2048145
523 Chapala St. #1, Santa Barbara, CA 93101
96
Wealthminder
score

James Herrell (CRD# 2048145) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Santa Barbara, CA and has over 26 years of experience in the finance industry.

8
Michael G. Jensen
CRD#: 5848722
24 Corporate Plaza, Suite 150, Newport Beach, CA 92660
96
Wealthminder
score

Michael Jensen (CRD# 5848722) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 5 years of experience in the finance industry. Michael Jensen has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Randye L. Kaplan
CRD#: 1731454
Two Bala Plaza, Suite 401, Bala Cynwyd, PA 19004
96
Wealthminder
score

Randye Kaplan (CRD# 1731454) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Bala Cynwyd, PA and has over 30 years of experience in the finance industry. Randye Kaplan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Felix T. Lin
CRD#: 4404030
24 Corporate Plaza, Suite 150, Newport Beach, CA 92660
96
Wealthminder
score

Felix Lin (CRD# 4404030) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 16 years of experience in the finance industry.

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