Beacon Pointe Wealth Advisors, LLC

Beacon Pointe Wealth Advisors, LLC (CRD# 151328) is a financial advisory firm headquartered in Newport Beach, CA. They manage $1,414,378,359 in 4,909 accounts and serve the financial needs of clients across 19 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,414
    MILLION
  • Total Number of Accounts
    4,909
    ACCOUNTS
  • Average Account Value
    $288,119
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)
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AZ, CA, CO, FL, IA, IL, MA, ME, MN, MT, ND, NE, NH, NV, PA, SD, TX, VT, WA

Financial Advisors at Beacon Pointe Wealth Advisors, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Andrew B. Saltzman
CRD#: 4330199
8560 Shea Blvd., Suite 110, Scottsdale, AZ 85260
96
Wealthminder
score

Andrew Saltzman (CRD# 4330199) is an Investment Advisor Representative working at Beacon Pointe Wealth Advisors, LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry. Andrew Saltzman 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
Karisa J. Diephouse
CRD#: 4787247
610 Newport Center Drive, Suite 280, Newport Beach, CA 92660
93
Wealthminder
score

Karisa Diephouse (CRD# 4787247) is an Investment Advisor Representative working at Beacon Pointe Wealth Advisors, LLC in Newport Beach, CA and has over 11 years of experience in the finance industry.

3
Tony Han
CRD#: 5310825
99 S Almaden Blvd, Suite 880, San Jose, CA 95113
93
Wealthminder
score

Tony Han (CRD# 5310825) is an Investment Advisor Representative working at Beacon Pointe Wealth Advisors, LLC in San Jose, CA and has over 8 years of experience in the finance industry.

4
Bruce A. Meyer
CRD#: 2900514
24 Corporate Plaza Drive, Suite 150, Newport Beach, CA 92660
93
Wealthminder
score

Bruce Meyer (CRD# 2900514) is an Investment Advisor Representative working at Beacon Pointe Wealth Advisors, LLC in Newport Beach, CA and has over 19 years of experience in the finance industry.

5
Donald A. Johnson
CRD#: 6139838
99 Almaden Blvd., San Jose, CA 95113
90
Wealthminder
score

Donald Johnson (CRD# 6139838) is an Investment Advisor Representative working at Beacon Pointe Wealth Advisors, LLC in San Jose, CA and has over 3 years of experience in the finance industry.

6
Carolyn R. Smith
CRD#: 4109285
610 Newport Center Drive, Suite 280, Newport Beach, CA 92660
90
Wealthminder
score

Carolyn Smith (CRD# 4109285) is an Investment Advisor Representative working at Beacon Pointe Wealth Advisors, LLC in Newport Beach, CA and has over 14 years of experience in the finance industry.

7
Nichole M. Diaz
CRD#: 6221742
3714 Tibbetts Street, Riverside, CA 92506
89
Wealthminder
score

Nichole Diaz (CRD# 6221742) is an Investment Advisor Representative working at Beacon Pointe Wealth Advisors, LLC in Riverside, CA and has over 2 years of experience in the finance industry.

8
Medha A. Nadgir
CRD#: 5302003
450 Lexington Street, Suite 203, Newton, MA 02466
89
Wealthminder
score

Medha Nadgir (CRD# 5302003) is an Investment Advisor Representative working at Beacon Pointe Wealth Advisors, LLC in Newton, MA and has over 3 years of experience in the finance industry.

9
Alexi S. Howie
CRD#: 3197431
99 Almaden Blvd., Ste. 880, San Jose, CA 95113
71
Wealthminder
score

Alexi Howie (CRD# 3197431) is an Investment Advisor Representative working at Beacon Pointe Wealth Advisors, LLC in San Jose, CA and has over 15 years of experience in the finance industry. Alexi Howie 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
Eric C. Howie
CRD#: 4328428
99 S Almaden Blvd, Suite 880, San Jose, CA 95113
51
Wealthminder
score

Eric Howie (CRD# 4328428) is an Investment Advisor Representative working at Beacon Pointe Wealth Advisors, LLC in San Jose, CA and has over 15 years of experience in the finance industry. Eric Howie 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.

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