Beacon Pointe Advisors, LLC

Beacon Pointe Advisors, LLC (CRD# 119290) is a financial advisory firm headquartered in Newport Beach, CA. They manage $23,245,734,845 in 42,223 accounts and serve the financial needs of clients across 53 states (or territories).

By the Numbers
  • Total Assets Under Management
    23,246
    MILLION
  • Total Number of Accounts
    42,223
    ACCOUNTS
  • Average Account Value
    $550,547
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
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 226 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 12 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 29 years of experience in the finance industry.

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 26 years of experience in the finance industry.

4
Kristian I. Albornoz
CRD#: 5807099
24 Corporate Plaza, Suite 150, Newport Beach, CA 92660

Kristian Albornoz (CRD# 5807099) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 9 years of experience in the finance industry.

5
Julie M. Anderson
CRD#: 5009644
5960 Bershire Lane, Suite 1175, Dallas, TX 75225

Julie Anderson (CRD# 5009644) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Dallas, TX and has over 14 years of experience in the finance industry.

6
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 21 years of experience in the finance industry.

7
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 14 years of experience in the finance industry.

8
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 24 years of experience in the finance industry.

9
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 16 years of experience in the finance industry.

10
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 24 years of experience in the finance industry.

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