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Beacon Pointe Employee Directory

Financial ServicesCalifornia, United States501-1000 Employees

Beacon Pointe Advisors is one of the largest independent registered investment adviser firms in the United States. Based in Newport Beach, California, it serves institutions, defined contribution plans, individuals, and families by delivering comprehensive financial planning and research-driven investments. The firm pursues fiduciary duty by not accepting fees from the investment managers it recommends, aiming to keep client interests at the forefront of its guidance.

In 2026, Beacon Pointe expanded its footprint through acquisitions in Massachusetts and Texas, broadening its regional presence. The company maintains its role as an independent advisory firm serving a diversified client base across institutions, plans, and individuals seeking strategic financial guidance.

Find Beacon Pointe employees' phone numbers or email addresses

Beacon Pointe Global Highlights

Location
Employees

North America
824

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  • United States Of America
    824

Europe
3

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

Asia
1

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  • United Arab Emirates
    1

Beacon Pointe's Leadership

  • Chief Executive Officer at Beacon Pointe
    C. R.
    Chief Executive Officer
    Mobile Phone
  • Chief Executive Officer at Beacon Pointe
    C. D.
    Chief Executive Officer
    Mobile Phone
  • Chief Executive Officer at Beacon Pointe
    P. T.
    Chief Executive Officer
    Mobile Phone
  • Vice President Beacon Pointe Insurance Services at Beacon Pointe
    C. M.
    Vice President Beacon Pointe Insurance Services
    Mobile Phone
  • Vice President Beacon Pointe Insurance Services at Beacon Pointe
    C. R.
    Vice President Beacon Pointe Insurance Services
    Mobile Phone
  • President, Institutional Consulting Services at Beacon Pointe
    C. P.
    President, Institutional Consulting Services
    Mobile Phone
  • President at Beacon Pointe
    D. D.
    President
    Mobile Phone
  • Partner, Senior Wealth Advisor at Beacon Pointe
    G. C.
    Partner, Senior Wealth Advisor
    Mobile Phone

Beacon Pointe Employee Metrics

100%
50%
0%
2026
2025
  • Operations
  • Finance
  • Administrative
  • Analytics
  • Marketing
  • Other
  • Healthcare Services
  • Accounting
  • Banking
  • Entrepreneurship
  • Information Technology
  • Business
  • Community & Social Services
  • Human Resources

Contact profiles from Beacon Pointe

Name
Title
Contact
Location
Last Update
  • Vice President at Beacon Pointe
    S. S.
    Vice President
    Mobile Phone
    Oct 22, 2024
  • Director, Operations at Beacon Pointe
    N. B.
    Director, Operations
    Mobile Phone
    Sep 13, 2026
  • Managing Director at Beacon Pointe
    J. U.
    Managing Director
    Mobile Phone
    Jul 07, 2026
  • Corporate Controller at Beacon Pointe
    R. K.
    Corporate Controller
    Mobile Phone
    Jun 24, 2026
  • Director at Beacon Pointe
    A. H.
    Director
    Mobile Phone
    Sep 03, 2026
  • Managing Director at Beacon Pointe
    A. S.
    Managing Director
    Mobile Phone
    Feb 06, 2025
  • Regional Director Wealth Advisor at Beacon Pointe
    C. S.
    Regional Director Wealth Advisor
    Mobile Phone
    Apr 10, 2024
  • Administrative Director at Beacon Pointe
    L. C.
    Administrative Director
    Mobile Phone
    Oct 22, 2024
  • Director; Operations at Beacon Pointe
    N. B.
    Director; Operations
    Mobile Phone
    Mar 08, 2024
  • Managing Director at Beacon Pointe
    S. C.
    Managing Director
    Mobile Phone
    Oct 17, 2024

Frequently Asked Questions

What is Beacon Pointe known for?

Minus sign iconPlus sign iconBeacon Pointe was founded in 2002 and operates in the Financial Services industry. You can contact Beacon Pointe's main corporate office by phone at
+1-949-718-****
. Explore Beacon Pointe's company overview page for more information.

What is Beacon Pointe's most common email format?

Minus sign iconPlus sign iconBeacon Pointe employees' email format typically follows the pattern of FLast@beaconpointe.com. 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?

Minus sign iconPlus sign iconBeacon Pointe has approximately 771 employees as of August 2026. These team members are located across 3 continents, including North America, Europe and Asia.

Who are Beacon Pointe's key employees and leadership?

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As of August 2026, Beacon Pointe's key employees include:

  • Chief Executive Officer: C. R.
  • Chief Executive Officer: C. D.
  • Chief Executive Officer: P. T.
  • Vice President Beacon Pointe Insurance Services: C. M.
  • Vice President Beacon Pointe Insurance Services: C. R.

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