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 11 - 20 of 226 top financial advisors.
11
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 7 years of experience in the finance industry.

12
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.

13
Rawles F. Bell
CRD#: 5807891
7019 Hillcrest Ave, Dallas, TX 75205

Rawles Bell (CRD# 5807891) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Dallas, TX and has over 11 years of experience in the finance industry.

14
Heidi H. Benavidez
CRD#: 4163287
2101 E. Coast Hwy, Suite 215, Corona Del Mar, CA 92625

Heidi Benavidez (CRD# 4163287) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Corona Del Mar, CA and has over 22 years of experience in the finance industry.

15
Brian A. Bengry
CRD#: 4003547
24 Corporate Plaza, Suite 150, Newport Beach, CA 92660

Brian Bengry (CRD# 4003547) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Newport Beach, CA and has over 24 years of experience in the finance industry.

16
Edward I. Blanchard
CRD#: 5470807
3000 21st Street, Metairie, LA 70002

Edward Blanchard (CRD# 5470807) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Metairie, LA and has over 15 years of experience in the finance industry.

17
Logan L. Bolick
CRD#: 6318241
24 Corporate Plaza, Suite 150, Newport Beach, CA 92660

Logan Bolick (CRD# 6318241) is an Investment Advisor Representative working at Altavista Wealth Management, Inc. in Asheville, NC and has 3 years of experience in the finance industry.

18
Walter A. Bond
CRD#: 3126706
3000 21st. Street, Metairie, LA 70002

Walter Bond (CRD# 3126706) is an Investment Advisor Representative working at Beacon Pointe Advisors, LLC in Metairie, LA and has over 25 years of experience in the finance industry.

19
Kyle R. Boyd
CRD#: 3070015
24 Corporate Plaza, Suite 150, Newport Beach, CA 92660

Kyle Boyd (CRD# 3070015) 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.

20
Michael Breller
CRD#: 2782094
24 Corporate Plaza, Suite 150, Newport Beach, CA 92660

Michael Breller (CRD# 2782094) 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.

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