Beacon Pointe Advisors, LLC

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 3 of 8

• Sarah Elizabeth EquilsCRD 8259919 · Summit, NJ
  IA Registered
• Heather O'neill FairbanksCRD 2135206 · Skokie, IL
  IA RegisteredRegistration inactive
• Donald Wayne FergusonCRD 2370163 · Columbia, MD
  IA RegisteredRegistration inactive
• James William FerrellCRD 2776651 · Winter Park, FL
  IA RegisteredRegistration inactive
• William John FerrellCRD 7224301 · Winter Park, FL
  IA RegisteredRegistration inactive
• Richard Donald FineCRD 5567377 · Waltham, MA
  IA Registered
• John Reed FinneyCRD 1422031 · Roseland, NJ
  IA RegisteredRegistration inactive
• Garth Kevin FlintCRD 210005 · Newport Beach, CA
  IA Registered
  Disclosure event(s) on record
• Mark Draper FlintCRD 4723236 · San Diego, CA
  IA Registered
• Vincent Paul FranksCRD 5285024 · Waltham, MA
  IA Registered
• Katherine Barrett FriesCRD 4903342 · San Deigo, CA
  IA Registered
• Maria FaleyevCRD 7718415 · Boston, MA
  IA Registered
• Keith Allen FergusonCRD 848262 · Waco, TX
  IA RegisteredRegistration inactive
• Keith Allen FergusonCRD 4890112 · Dallas, TX
  IA RegisteredRegistration inactive
• Gavin Michael FordCRD 7827798 · Roseland, NJ
  IA RegisteredRegistration inactive
• James Deason FranklinCRD 8073870 · Denver, CO
  IA Registered
• Julien FrazzoCRD 7164311 · Newport Beach, CA
  IA Registered
• Hugh W GatesCRD 5203846 · Memphis, TN
  IA Registered
• Allison G GeigerCRD 5192318 · Dallas, TX
  IA Registered
• Mark Demosthenes GeneralesCRD 854190 · Bonita Springs, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jason Tyler GergelyCRD 6408645 · Warsaw, IN
  IA RegisteredRegistration inactive
• John Robert GerlingCRD 6306318 · Bloomfield Hills, MI
  IA RegisteredRegistration inactive
• Jeffrey Kent GiguereCRD 5700633 · Greenville, SC
  IA Registered
• Michael Richard GillisCRD 4029357 · Greensboro, NC
  IA RegisteredRegistration inactive
• Paige Laverell GollCRD 5015167 · Winter Park, FL
  IA Registered
• Kenneth Crews GriffinCRD 6114439 · Memphis, TN
  IA RegisteredRegistration inactive
• Jason Alan GuentherCRD 4237658 · Flint, MI
  IA RegisteredRegistration inactive
• Seth Evan GuentherCRD 4826676 · Denver, CO
  IA RegisteredRegistration inactive
• Anthony Lawrence GuerrerioCRD 844567 · St. Louis, MO
  IA Registered
• River Zachary GallandCRD 7758138 · Larkspur, CA
  IA RegisteredRegistration inactive
• Brandon Charles GarneauCRD 7547121 · Waltham, MA
  IA RegisteredRegistration inactive
• James Patrick GeisslerCRD 7882243 · River Falls, WI
  IA Registered
• Briana Grace GonzalesCRD 8167484 · Dallas, TX
  IA Registered
• Michael Alexander GonzalezCRD 6866207 · Bala Cynwyd, PA
  IA Registered
• Amy Lynn HammockCRD 2289653 · Houma, LA
  IA RegisteredBroker
• Hunter Kell HardyCRD 5528724 · Fort Worth, TX
  IA Registered
• Grant Estep HartvigsonCRD 2756041 · Seattle, WA
  IA RegisteredRegistration inactive
• Mark P HaserCRD 4981567 · Boston, MA
  IA Registered
• Kurt Micheal HaugenCRD 6525533 · Hudson, WI
  IA RegisteredRegistration inactive
• Jay Lawrence HealyCRD 4424904 · Memphis, TN
  IA Registered
• Matthew R HennCRD 5532555 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Donald John HertlingCRD 2859212 · Summitt, NJ
  IA Registered
• Gunnar HimmelCRD 6666475 · Summit, NJ
  IA RegisteredRegistration inactive
• Andrew Trong HoangCRD 6467260 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Timothy James HoffmanCRD 4177715 · Plano, TX
  IA RegisteredRegistration inactive
• Michelle HolarenCRD 7515221 · Dallas, TX
  IA Registered
• David Mark HopkinsCRD 2110385 · Newport Beach, CA
  IA Registered
• Jeffrey Brisbin HowdenCRD 4628383 · Asheville, NC
  IA Registered
• Ralph Milton HowellCRD 4029328 · Greensboro, NC
  IA RegisteredRegistration inactive
• Courtney Brooke HutchinsonCRD 3266799 · Larkspur, CA
  IA 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.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.