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 4 of 8

• Jeffery Wen-Jun HwangCRD 5161311 · Greensboro, NC
  IA RegisteredRegistration inactive
• William Andrew HaddockCRD 7458102 · Sanford, NC
  IA Registered
• Philip Charles HagopianCRD 4939562 · San Diego, CA
  IA RegisteredRegistration inactive
• Andrew Terry HallCRD 8202053 · Asheville, NC
  IA Registered
• Pierce James HalstedCRD 7060761 · Dallas, TX
  IA RegisteredRegistration inactive
• Jacob R. HeislerCRD 6913623 · Scottsdale, AZ
  IA Registered
• Kevin HendersonCRD 7111953 · Andover, MA
  IA Registered
• Benjamin Joseph HessCRD 6960632 · Metairie, LA
  IA Registered
• Katherine Pettee HickeyCRD 6860307 · Bala Cynwyd, PA
  IA RegisteredRegistration inactive
• Andrew Francis HolmesCRD 7137994 · Newton, MA
  IA Registered
• Andrew HowardCRD 7984176 · Newport Beach, CA
  IA Registered
• Mitchell HughesCRD 6707466 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Robert Hurley InghamCRD 2394680 · San Diego, CA
  IA RegisteredRegistration inactive
• Lyman Hood JacksonCRD 1263219 · Newton, MA
  IA Registered
• Trevor J JacksonCRD 6723712 · Huntington Beach, CA
  IA RegisteredRegistration inactive
• Azita JalaliCRD 7423596 · Scottsdale, AZ
  IA Registered
• Catherine Elizabeth JensonCRD 6372463 · Lake Elmo, MN
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Matthew Ryan JentnerCRD 6053938 · Akron, OH
  IA Registered
• Seth Michael JentnerCRD 6054000 · Akron, OH
  IA Registered
• Julie Lynn JohnsonCRD 4456664 · Newport Beach, CA
  IA Registered
• Trenton Benjamin JollyCRD 6813250 · Los Angeles, CA
  IA Registered
• Gregory Norton JonesCRD 2891924 · Asheville, NC
  IA Registered
• Justin Shane JosephsCRD 7056593 · Bala Cynwyd, PA
  IA RegisteredRegistration inactive
• Luke Thomas JacksonCRD 8046849 · Denver, CO
  IA Registered
• Cody JamesCRD 7524034 · Falls Church, VA
  IA Registered
• Dane JensenCRD 6937409 · Draper, UT
  IA Registered
• Steven JohnsonCRD 7740751 · Metairie, LA
  IA Registered
• Michael Harry KaneCRD 2209273 · Dallas, TX
  IA Registered
• Craig Bernard KellerCRD 4803363 · Larkspur, CA
  IA Registered
• Bryton KesselCRD 6997275 · Denver, CO
  IA RegisteredRegistration inactive
• Maryam Jameela KhayaliCRD 3138649 · Irvine, CA
  IA Registered
• Mary Margaret KiserCRD 7713220 · Asheville, NC
  IA Registered
• Jeffrey William KralovecCRD 4011612 · Milwaukee, WI
  IA Registered
• Brandt Laurence KuhnCRD 5103304 · Palm Desert, CA
  IA RegisteredRegistration inactive
• Michael Paull KumphCRD 3163298 · Andover, MA
  IA RegisteredRegistration inactive
• Jennifer Dewey KundrotCRD 6328681 · Stoneham, MA
  IA RegisteredRegistration inactive
• Allison Ruckey KvikstadCRD 2663467 · Alameda, CA
  IA Registered
• Austin Mitchell KastenbergCRD 8067426 · Newport Beach, CA
  IA Registered
• Jeremiah M KeatingCRD 7569244 · Bala Cynwyd, PA
  IA RegisteredRegistration inactive
• Brian KeeneyCRD 7797853 · Columbia, MD
  IA Registered
• Nathan Patrick KeeneyCRD 7912344 · Columbia, MD
  IA Registered
• Gina Marie KieferCRD 7004166 · Gettysburg, PA
  IA Registered
• Kevin Michael KleinCRD 7200095 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Jacob Angelo KutcheCRD 7421094 · San Jose, CA
  IA Registered
• Sean Thomas LambCRD 3201193 · Fort Lauderdale, FL
  IA Registered
  Disclosure event(s) on record
• Jesse Christopher LazarCRD 6158933 · Akron, OH
  IA Registered
• Bo Young LeeCRD 3269501 · Seattle, WA
  IA Registered
• Philip Clayton LeeCRD 4551413 · Stoneham, MA
  IA Registered
• Amber Marie LemboCRD 6033736 · Palm Desert, CA
  IA RegisteredRegistration inactive
• Vikki Diane LenhartCRD 4738433 · Amherst, MA
  IA RegisteredRegistration inactive

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.