Beacon Pointe Advisors, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 119290
- SEC number
- 801-60943
- Firm type
- RIA
- Assets under management
- $54.9B as of May 22, 2026
- Website
- www.pinterest.com/BEACONPOINTE ↗
- Phone
- 949-718-1600
- Address
- 24 Corporate Plaza, Newport Beach, CA, 92660
Advisors at this firm
373 in our index · page 2 of 8
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Jill Raeanne CarrCRD 4499805 · Flint, MIIA RegisteredRegistration inactive
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Charles Elliott CarrickCRD 1330091 · Greensboro, NCIA RegisteredRegistration inactive
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Charles Gregory CarrickCRD 5752410 · Durham, NCIA RegisteredRegistration inactive
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Austin CassidyCRD 6961445 · San Diego, CAIA Registered
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Marina CekaniCRD 6578590 · Waltham, MAIA RegisteredRegistration inactive
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Andrew Bun ChhorCRD 7432158 · Redmond, WAIA RegisteredRegistration inactive
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Juna Ho ChiangCRD 4801665 · Newport Beach, CAIA RegisteredBroker
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Robert John ComeauxCRD 2736677 · Metairie, LAIA RegisteredRegistration inactive
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James Paul CooperCRD 4232893 · Sarasota, FLIA RegisteredRegistration inactive
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Brian Lawrence CoughlanCRD 2254972 · Scottsdale, AZIA RegisteredDisclosure event(s) on record
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Greggory Jonas CowanCRD 5026652 · Newport Beach, CAIA RegisteredRegistration inactive
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Sandrea Joyce CrivellariCRD 5543686 · El Campo, TXIA RegisteredRegistration inactive
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Lindsey Russell CrowCRD 3116601 · Dallas, TXIA RegisteredRegistration inactive
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Sean Franklin CurleyCRD 2439977 · Denver, COIA Registered
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Tyler J. CurleyCRD 7269585 · Columbia, MDIA RegisteredRegistration inactive
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Maria Antonieta CamachoCRD 8166949 · Bethesda, MDIA Registered
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Daniel Wain CampbellCRD 7347310 · Colorado Springs, COIA Registered
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Maxwell James CampbellCRD 8183731 · Lake Geneva, WIIA Registered
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Mary Sample ChastainCRD 7251283 · Dallas, TXIA Registered
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Steven Robert CherryCRD 6297606 · Iowa City, IAIA RegisteredRegistration inactive
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Connor Granston CirilloCRD 8160458 · San Diego, CAIA Registered
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Nicholas Michael CollettaCRD 7043381 · Pasadena, CAIA Registered
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Cameron Paul CrainCRD 8040616 · Winter Park, FLIA Registered
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Peter Albert Darius CurtisCRD 7775847 · Dallas, TXIA Registered
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Raymond Ambrose DaigleCRD 4206671 · Metairie, LAIA RegisteredRegistration inactiveDisclosure event(s) on record
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James Ferrill DavenportCRD 5059077 · Newport Beach, CAIA Registered
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Jennifer Lake DawsonCRD 5139646 · Chicago, ILIA Registered
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Ronald H. Dawson, Jr.CRD 4485680 · New Orleans, LAIA RegisteredRegistration inactive
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William Floyd DayCRD 7083330 · Warsaw, INIA RegisteredRegistration inactive
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Michael Anthony DempseyCRD 5526750 · Andover, MAIA RegisteredRegistration inactive
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Lucas DeslauriersCRD 7710658 · Andover, MAIA Registered
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Nichole Michelle DiazCRD 6221742 · Riverside, CAIA Registered
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William Walter DiehlCRD 2594966 · Dallas, TXIA RegisteredRegistration inactive
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Matthew Scott DiquolloCRD 4247807 · Summit, NJIA Registered
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Rachelle Kristine Rodman DixCRD 6394489 · Afton, WYIA Registered
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Melisa Dobraca IaconoCRD 6266713 · Waltham, MAIA Registered
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Margaret Ann DolanCRD 2244249 · Newton, MAIA Registered
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Michael Gaffney DowCRD 2272245 · Newport Beach, CAIA Registered
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Michael Anthony DubisCRD 4418429 · Middleton, WIIA Registered
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Charles George DuncanCRD 1840053 · Carlsbad, CAIA RegisteredRegistration inactive
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Paul Douglas DuncanCRD 5417325 · Carlsbad, CAIA RegisteredRegistration inactiveDisclosure event(s) on record
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Daniel Marcelo DeandaCRD 7401971 · Dallas, TXIA RegisteredRegistration inactive
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James Cole DelucasCRD 6657504 · Falls Church, VAIA Registered
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Carlos Daniel Diaz MontoyaCRD 7842710 · Denver, COIA RegisteredDisclosure event(s) on record
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Theodore Franklin DicksonCRD 7326194 · Bridgehampton, NYIA Registered
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Jackson Miles DorrisCRD 7901141 · Greenville, SCIA Registered
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Dillon Frederick DriscollCRD 8197208 · Newton, MAIA Registered
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Nicholas William EnglishCRD 3118712 · Plano, TXIA Registered
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Shannon Flint EuseyCRD 2521647 · Newport Beach, CAIA Registered
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James G ElliottCRD 6917918 · Portsmouth, NHIA Registered
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 119290 ↗
FINRA BrokerCheck record for firm CRD 119290 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.