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 6 of 8

• Edward Raymond MoorCRD 7490066 · Vero Beach, FL
  IA Registered
• Merriweather Kae MuleCRD 6725430 · Charleston, SC
  IA Registered
• Corbyn John MunsonCRD 8141014 · Indianapolis, IN
  IA Registered
• Montana Thomas MurphyCRD 7697165 · Fort Worth, TX
  IA Registered
• Frank Carmine NapolitanoCRD 5930928 · San Diego, CA
  IA Registered
• Justin R NelsonCRD 6144532 · Wichita, KS
  IA RegisteredRegistration inactive
• Eric Lee NewbyCRD 5117082 · Scottsdale, AZ
  IA Registered
• Derek Thomas NewcomerCRD 4605472 · Newport Beach, CA
  IA Registered
• Sally Woo NgCRD 1915190 · Walnut Creek, CA
  IA RegisteredRegistration inactive
• Devon Maxwell NickCRD 6129772 · Pasadena, CA
  IA RegisteredRegistration inactive
• Alex Reid NunesCRD 5979472 · San Diego, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jared William NolandCRD 7819881 · Walnut Creek, CA
  IA Registered
• Eileen Murphy O'connorCRD 4934500 · Falls Church, VA
  IA Registered
• Jason Scott OverholtzerCRD 3215595 · Newport Beach, CA
  IA Registered
• Robert PagliariniCRD 2818701 · Franklin, TN
  IA RegisteredRegistration inactive
• Christopher Frank PalermoCRD 4207946 · Scottsdale, AZ
  IA Registered
• Joseph Rocco PecoraroCRD 6284254 · Summit, NJ
  IA Registered
• David Rickard PenniallCRD 1088267 · Pasadena, CA
  IA RegisteredRegistration inactive
• Christopher C PhillipsCRD 5681070 · Los Angeles, CA
  IA Registered
• Alexander Webster PierceCRD 730560 · Dallas, TX
  IA Registered
• Graham Brown PierceCRD 2372762 · Newport Beach, CA
  IA Registered
• Tammy K PiochCRD 3071308 · Campbell, CA
  IA RegisteredRegistration inactive
• Scott Alan PlamondonCRD 2349053 · Newport Beach, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Brian David PlowmanCRD 6454372 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Justin PoplawskiCRD 5065222 · Roseland, NJ
  IA RegisteredRegistration inactive
• T Liam PowellCRD 5798436 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Mari Frances PanzenhagenCRD 7792476 · Asheville, NC
  IA Registered
• Hannah Hae Jin PfaffCRD 6236204 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Quintin Andrew PileCRD 6694071 · Greenville, SC
  IA RegisteredRegistration inactive
• Aimee Plouffe PolleyCRD 7431203 · Waltham, MA
  IA Registered
• Ryan Edward QuigleyCRD 6244620 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Brendan Maurice ReidyCRD 4359529 · Asheville, NC
  IA Registered
• Karen M ReifelCRD 5005465 · Newport Beach, CA
  IA Registered
• Andrew Richard ReinhardtCRD 4170604 · Scottsdale, AZ
  IA Registered
• Todd Douglas ReinhartCRD 4719938 · Newport Beach, CA
  IA RegisteredRegistration inactive
• William Burk RosenthalCRD 2030765 · Fort Worth, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Todd Michael RubleCRD 2991048 · Scottsdale, AZ
  IA Registered
• Stephanie Anne RumoldCRD 3105772 · Buena Vista, CO
  IA Registered
• Summer Erika RamosCRD 7302955 · Larkspur, CA
  IA Registered
• John Chester RieckeCRD 6730200 · Denver, CO
  IA Registered
• Logan Patrick RobertsonCRD 7370584 · Scottsdale, AZ
  IA Registered
• Austin Hugh RoukCRD 6615298 · Newport Beach, CA
  IA Registered
• Andrew James RovzarCRD 7135977 · Newport Beach, CA
  IA RegisteredRegistration inactive
• Colin RoweCRD 7582824 · Newport Beach, Ca, CA
  IA RegisteredRegistration inactive
• Josh Ac RummondsCRD 6638184 · Fresno, CA
  IA RegisteredRegistration inactive
• Andrew Brian SaltzmanCRD 4330199 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Edward Joseph SampCRD 6371313 · Waltham, MA
  IA RegisteredRegistration inactive
• Michele Thibodeau SarnaCRD 2311443 · Palm Desert, CA
  IA RegisteredRegistration inactive
• Daniel Ray SaurCRD 2424518 · Plano, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jonathan SavorgiannakisCRD 6772226 · Summit, NJ
  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.