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 8 of 8

• Tamara Lynn TudorCRD 8008483 · Newport Beach, CA
  IA Registered
• Conor Ryan TurleyCRD 7777438 · Pasadena, CA
  IA Registered
• Jeanette Sonya Ng UrrutiaCRD 5618078 · Walnut Creek, CA
  IA RegisteredRegistration inactive
• Jameson Alan Van HoutenCRD 2771800 · Scottsdale, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Sien Celine Blanche VernynsCRD 5137104 · Bethesda, MD
  IA Registered
• James Joel WardCRD 2167948 · Plano, TX
  IA Registered
  Disclosure event(s) on record
• Michael John WeilCRD 2195507 · Milwaukee, WI
  IA Registered
• Charlie Lee WelbornCRD 4033352 · Sanford, NC
  IA RegisteredRegistration inactive
• Michael Shawn WelchCRD 4215661 · Plano, TX
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Lance Aaron WexlerCRD 2543364 · Santa Craz, CA
  IA Registered
• Christopher C WheatonCRD 2461422 · Larkspur, CA
  IA Registered
• Laura Elizabeth WilliamsCRD 6217497 · Waltham, MA
  IA Registered
• Arthur M. WinsteadCRD 4093704 · Greensboro, NC
  IA RegisteredRegistration inactive
• Eric Russell WitteCRD 2192866 · Plano, TX
  IA Registered
• Marc Steven WolffCRD 2339538 · Sarasota, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Andrew Joseph WoodCRD 6139937 · Scottsdale, AZ
  IA RegisteredRegistration inactive
• Emerald Emmelee WardCRD 6806175 · Dallas, TX
  IA Registered
• Danielle WenCRD 7916396 · Campbell, CA
  IA Registered
• Sydney Erin WilsonCRD 8022288 · Lake Elmo, MN
  IA Registered
• Kelsey Lynn WintersCRD 8192817 · Falls Church, VA
  IA Registered
• Carla Ng YuanCRD 5662828 · Campbell, CA
  IA Registered
• Indya Maree YuillCRD 6482517 · Los Angeles, CA
  IA Registered
• Chi-Gee Gigi YipCRD 7630040 · Plano, TX
  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.