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 5 of 8

• John Thomas LeviCRD 2432328 · Hudson, WI
  IA RegisteredRegistration inactive
• Felix Tser-Chun LinCRD 4404030 · Newport Beach, CA
  IA Registered
• Rocky LinCRD 4697340 · Campbell, CA
  IA Registered
• Donald Patrick LordCRD 2953089 · Bethesda, MD
  IA Registered
• Michelle Lynn LemayCRD 7709134 · Waltham, MA
  IA Registered
• Ryan Kevin LeahyCRD 8025514 · Waltham, MA
  IA Registered
• Carrie Joyce LeinbachCRD 7551949 · Falls Church, VA
  IA Registered
• Neil Edwin LivingstonCRD 7167768 · Newport Beach, CA
  IA Registered
• Petra Ljubic-LaneCRD 7072411 · Seattle, WA
  IA Registered
• Grant Raymond LyonCRD 6694723 · Scottsdale, AZ
  IA Registered
• Matthew Douglas MacdonaldCRD 4437142 · Los Angeles, CA
  IA RegisteredRegistration inactive
• Stephanie F MackaraCRD 2758274 · Mount Pleasant, SC
  IA RegisteredRegistration inactive
• Amanda Anne MageeCRD 6546744 · Stoneham, MA
  IA Registered
• Carrie Gallaway MagliaCRD 3102691 · New York, NY
  IA RegisteredRegistration inactive
• Sean Patrick MahoneyCRD 5132381 · Scottsdale, AZ
  IA Registered
• William Bradford MannCRD 1931917 · Greensboro, NC
  IA RegisteredRegistration inactive
• Jeffrey Louis MantoaniCRD 2900990 · Carlsbad, CA
  IA RegisteredRegistration inactive
• Brianna Marie MariolleCRD 6215765 · Campbell, CA
  IA Registered
• Tamara Ruth MarkCRD 6420444 · San Jose, CA
  IA RegisteredRegistration inactive
• Valerie Isabel MarquezCRD 6457011 · Carrollton, TX
  IA RegisteredRegistration inactive
• David Alan MassartCRD 2332208 · Milwaukee, WI
  IA Registered
  Disclosure event(s) on record
• Mark Vincent MathersCRD 2747645 · Waltham, MA
  IA Registered
• George Emmett MccallCRD 5578366 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Courtney Lyn MccutchanCRD 6332113 · Pasadena, CA
  IA RegisteredRegistration inactive
• Flynn Thomas McdonnellCRD 3150279 · Waltham, MA
  IA Registered
• Jack Robert McnamaraCRD 7650107 · Lake Elmo, MN
  IA Registered
• Pascal Jean-Claude MenutCRD 6743360 · Campbell, CA
  IA Registered
• Bruce Alan MeyerCRD 2900514 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Delia Kate MezzinaCRD 7050352 · Summit, NJ
  IA RegisteredRegistration inactive
• Frederick Hotchkiss MillerCRD 4540301 · Waltham, MA
  IA Registered
• Samuel Dale MitchellCRD 4412198 · Plano, TX
  IA Registered
  Disclosure event(s) on record
• Mark Louis MoehlmanCRD 337455 · Newport Beach, CA
  IA Registered
• Leigh Thomas MogliaCRD 5326620 · New York, NY
  IA RegisteredRegistration inactive
• Charles Anderson MooreCRD 6162361 · Bethesda, MD
  IA Registered
• Matthew Scott MoserCRD 3078376 · Bellevue, WA
  IA Registered
• Megan Olivia Motes CochranCRD 5792755 · Metairie, LA
  IA RegisteredRegistration inactive
• Monica Blair MunozCRD 4490645 · Larkspur, CA
  IA Registered
• Gregory Lawrence MykytynCRD 2960844 · Dallas, TX
  IA Registered
• Katherine Paige MabryCRD 6496656 · Falls Church, VA
  IA Registered
• Dylan James MacdonaldCRD 6776979 · Newport Beach, CA
  IA Registered
• Philip Michael MalitasCRD 7548048 · Bala Cynwyd, PA
  IA Registered
• Jeffrey Clyde MarkoCRD 7458542 · Durham, NC
  IA Registered
• Alexandra M MastrotaCRD 6665603 · San Diego, CA
  IA Registered
• Wayne Cornelius McculloughCRD 3080829 · Dallas, TX
  IA RegisteredRegistration inactive
• Bernard Patrick McgloinCRD 7062941 · Newport Beach, CA
  IA Registered
  Disclosure event(s) on record
• Michael Lee MeadowsCRD 6863674 · Dallas, TX
  IA Registered
• Cameron MeekCRD 7215825 · Campbell, CA
  IA Registered
• Tzuhsuan MengCRD 8217624 · Campbell, CA
  IA Registered
• Bradley Michael MeyerCRD 6781502 · Denver, CO
  IA RegisteredRegistration inactive
• David Aaron MonseesCRD 7266543 · Redmond, WA
  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.