Beacon Pointe

Beacon Pointe Employee Directory

Financial ServicesCalifornia, United States501-1000 Employees

Beacon Pointe Advisors is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation, working with institutions, defined contribution plans, individuals, and families. We provide full-service financial planning and research driven investments, allowing our clients to make important and informed strategic decisions. We accept no fees from the investment managers we recommend to our clients, as this ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.

This page, and any associated posts, have been provided for informational purposes only and should not be considered as investment advice or as a recommendation. *We will never solicit money, investment instructions, or personal information via direct message (DM).

Find Beacon Pointe employees' phone numbers or email addresses

Beacon Pointe Global Highlights

Location
Employees

North America
687

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  • United States Of America
    687

Europe
3

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  • United Kingdom Of Great Britain And Northern Ireland
    1
  • Netherlands
    1
  • Monaco
    1

Asia
1

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  • United Arab Emirates
    1

Beacon Pointe's Leadership

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    R. D.
    Chief Practice Officer
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    R. D.
    Chairman & Ceo
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    M. C.
    President
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  • Stylized image of a person
    M. M.
    Managing Director, Partner
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  • Stylized image of a person
    B. T. N.
    Partner, Senior Wealth Advisor
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    J. B. S.
    Managing Director & Partner
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  • Stylized image of a person
    J. H.
    Partner, Managing Director
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  • Stylized image of a person
    S. M.
    Partner, Managing Director
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Beacon Pointe Employee Metrics

100%
50%
0%
2025
2024
  • Operations
  • Finance
  • Administrative
  • Analytics
  • Marketing
  • Other
  • Healthcare Services
  • Accounting

Contact profiles from Beacon Pointe

Name
Title
Contact Info
Location
Last Update
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    M. C.
    President
    Phone icon
    United StatesTexas
    Oct 28, 2025
  • Stylized image of a person
    M. M.
    Managing Director, Partner
    Phone icon
    United StatesMassachusetts
    Nov 04, 2025
  • Stylized image of a person
    B. T. N.
    Partner, Senior Wealth Advisor
    Phone icon
    United StatesWisconsin
    Sep 24, 2025
  • Stylized image of a person
    J. B. S.
    Managing Director & Partner
    Phone icon
    United StatesPennsylvania
    Oct 09, 2024
  • Stylized image of a person
    J. H.
    Partner, Managing Director
    Phone icon
    United StatesTennessee
    Jul 08, 2025
  • Stylized image of a person
    S. M.
    Partner, Managing Director
    Phone icon
    United StatesSouth Carolina
    Oct 14, 2025
  • Stylized image of a person
    R. D.
    Chief Practice Officer
    Phone icon
    United StatesLouisiana
    Oct 09, 2024
  • Stylized image of a person
    K. B.
    Partner, Managing Director
    Phone icon
    United StatesNorth Carolina
    May 28, 2024
  • Stylized image of a person
    R. B.
    Partner, Managing Director
    Phone icon
    United StatesTexas
    May 28, 2024
  • Stylized image of a person
    D. H.
    Managing Director, Partner
    Phone icon
    United StatesNew York
    Nov 07, 2025

Frequently Asked Questions

What is Beacon Pointe known for?

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Beacon Pointe was founded in 2002 operates in the Financial Services industry. The company's main headquarters is located in 24 Corporate Plaza Drive Suite 150 Newport Beach, CA 92660 US; you can contact the main corporate office by phone at . Explore Beacon Pointe's company overview page for more information.

What is Beacon Pointe's most common email format?

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Beacon Pointe employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Beacon Pointe email formats with LeadIQ.

How many employees does Beacon Pointe have currently?

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Beacon Pointe has approximately 635 employees as of October 2025. These team members are located across 3 continents, including North AmericaEuropeAsia.

Who are Beacon Pointe's key employees and leadership?

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As of October 2025, Beacon Pointe's key employees include:

  • Chief Practice Officer: R. D.
  • Chairman & Ceo: R. D.
  • President: M. C.
  • Managing Director, Partner: M. M.
  • Partner, Senior Wealth Advisor: B. T. N.

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