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 7 of 8

• Andrew Joseph ScanlonCRD 6410632 · Waltham, MA
  IA RegisteredRegistration inactive
• Heather Renee SchaberCRD 5597355 · Milwaukee, WI
  IA Registered
• Joseph David SchofieldCRD 2496116 · Greenville, SC
  IA Registered
• Victoria Oneill ShadaiaCRD 6950448 · Skokie, IL
  IA RegisteredRegistration inactive
• Brent Jonathan SheppardCRD 5122702 · Metairie, LA
  IA RegisteredRegistration inactive
• Jonathan E. ShumateCRD 4130624 · Charlotte, NC
  IA Registered
• James Raymond SimoneCRD 4341761 · Seattle, WA
  IA RegisteredRegistration inactive
• Darin Albert SimonianCRD 2214836 · Newport Beach, CA
  IA Registered
  Disclosure event(s) on record
• Carolyn Ruth SmithCRD 4109285 · Newport Beach, CA
  IA Registered
• Chad Alan SmithCRD 2747937 · Dallas, TX
  IA RegisteredRegistration inactive
• Erica Renee SmithCRD 5548087 · Mount Pleasant, SC
  IA Registered
• Michael Thomas SmithCRD 4846965 · Greensboro, NC
  IA Registered
• Thomas Harold SmithCRD 1370872 · Pasadena, CA
  IA RegisteredRegistration inactive
• Will SmithCRD 6081846 · Akron, OH
  IA Registered
• Marie Elizabeth St. ClareCRD 7306767 · Waltham, MA
  IA Registered
• Jill Broder SteinbergCRD 2237458 · Bala Cynwyd, PA
  IA Registered
• Sheryl Elaine StephensCRD 835546 · Flint, MI
  IA RegisteredRegistration inactive
• Tyler Joel StephensCRD 5532190 · Flint, MI
  IA RegisteredRegistration inactive
• Andrew Lane SternCRD 2529034 · Bridgehampton, NY
  IA RegisteredRegistration inactive
• Brendan Gates StringerCRD 6456162 · Greensboro, NC
  IA RegisteredRegistration inactive
• Jeanne Gibson SullivanCRD 1887387 · Stoneham, MA
  IA Registered
• Alexandra Nicole SchmidtCRD 7343082 · Denver, CO
  IA Registered
• Scott Anthony SchneiderCRD 5506208 · Metairie, LA
  IA RegisteredRegistration inactive
• Mitchell Eugene SchommerCRD 7619353 · Lake Elmo, MN
  IA Registered
• Lucia Burleigh ShahCRD 7676384 · Amherst, MA
  IA Registered
• Hunter Gregory ShawCRD 7697314 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Jessica Pence ShoreCRD 7232383 · New Orleans, LA
  IA Registered
• Kaitlyn Gayle SimmonsCRD 8152165 · Plano, TX
  IA Registered
• Dylan Cole SimonsCRD 6366214 · Bellevue, WA
  IA RegisteredRegistration inactive
• Liliana Marina Milenia SobaszekCRD 7720545 · Newport Beach, CA
  IA Registered
• Rachel Ann Calvert SowersCRD 6830605 · Glen Ellen, CA
  IA RegisteredRegistration inactive
• Brendan Walter Gybbon SpilsburyCRD 7204492 · Waltham, MA
  IA Registered
• Nathaniel Jack SpruiellCRD 8007847 · Campbell, CA
  IA Registered
• Peyton Eugene SteigerwaldCRD 7562641 · Greenville, SC
  IA Registered
• Parker Lewis StewartCRD 7549373 · Warsaw, IN
  IA Registered
• Sarah Roberta StubbsCRD 6949072 · Dallas, TX
  IA RegisteredRegistration inactive
• David Peter SuessCRD 4535989 · Plano, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Gary Arthur TangwallCRD 1272316 · Fort Meyers, FL
  IA RegisteredRegistration inactive
• Frederick Blackburn TaylorCRD 1277157 · Denver, CO
  IA Registered
• Gregory Vaughn TaylorCRD 2392024 · Campbell, CA
  IA Registered
  Disclosure event(s) on record
• Kevin R TehanCRD 6555010 · Dallas, TX
  IA Registered
• John Armistead ThomasCRD 7714032 · Scottsdale, AZ
  IA Registered
• William Samuel ThompsonCRD 4443407 · Newport Beach, CA
  IA Registered
• Cassandra Monique ThornockCRD 5746142 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Matthew Chrisman ThompsonCRD 7444395 · Dallas, TX
  IA Registered
• Rebecca Ann ThompsonCRD 7173280 · Bala Cynwyd, PA
  IA Registered
• Doug Anthony TillmanCRD 6666140 · Metairie, LA
  IA RegisteredRegistration inactive
• Jared TomsuCRD 7263674 · Dallas, TX
  IA Registered
• Ryan Anthony TrabantCRD 6897798 · Lake Elmo, MN
  IA RegisteredRegistration inactive
• Joshua Sansby TrubowCRD 6675166 · Waltham, MA
  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.