Beacon Pointe Advisors, LLC

Beacon Pointe Advisors, LLC (CRD# 119290) is a financial advisory firm headquartered in Newport Beach, CA. They manage $23,674,542,188 in 40,470 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    23,675
    MILLION
  • Total Number of Accounts
    40,470
    ACCOUNTS
  • Average Account Value
    $584,990
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 pooled investment vehicles (other than investment companies)
  • 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, DC, 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, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Beacon Pointe Advisors, LLC
Showing 1 - 10 of 189 top financial advisors.
1
Jonathan T. Acosta
CRD#: 5984521
24 Corporate Plaza, Suite 150, Newport Beach, CA 92660

Jonathan Acosta (CRD# 5984521) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 10 years of experience in the finance industry.

2
Laine R. Ainsworth
CRD#: 1531334
610 Newport Center Drive, Suite 280, Newport Beach, CA 92660

Laine Ainsworth (CRD# 1531334) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 27 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.

3
Lewis D. Akers
CRD#: 2883544
4 Vanderbilt Park Dr., Ste 310, Asheville, NC 28803

Lewis Akers (CRD# 2883544) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Asheville, NC and has over 25 years of experience in the finance industry. Lewis Akers 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
Matthew J. Armistead
CRD#: 4589915
14350 N 87th Street, Suite 185, Scottsdale, AZ 85260

Matthew Armistead (CRD# 4589915) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Scottsdale, AZ and has over 19 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.

5
Kimberly A. Arnesen
CRD#: 5320897
24 Corporate Plaza, Suite 150, Newport Beach, CA 92660

Kimberly Arnesen (CRD# 5320897) 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.

6
Sheryl W. Austin
CRD#: 3252879
703 Green Valley Rd, Suite 201, Greensboro, NC 27408

Sheryl Austin (CRD# 3252879) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Greensboro, NC and has over 22 years of experience in the finance industry. Sheryl Austin 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
Scott W. Ayers
CRD#: 5275632
24 Corporate Plaza, Suite 150, Newport Beach, CA 92660

Scott Ayers (CRD# 5275632) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 15 years of experience in the finance industry.

8
Michael S. Bakos
CRD#: 3177360
11622 El Camino Real, Suite 100, San Diego, CA 92130

Michael Bakos (CRD# 3177360) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in San Diego, CA and has over 23 years of experience in the finance industry.

9
Michael J. Beaulieu
CRD#: 6512086
5460 South Quebec St., Suite 333, Greenwood Village, CO 80111

Michael Beaulieu (CRD# 6512086) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Greenwood Village, CO and has over 5 years of experience in the finance industry. Michael Beaulieu 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
Michael R. Beck
CRD#: 1278243
24 Corporate Plaza, Suite 150, Newport Beach, CA 92660

Michael Beck (CRD# 1278243) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has 1 year of experience in the finance industry.

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