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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
  • Senior Managing Director at Beacon Pointe
    W. J.
    Senior Managing Director
    Mobile Phone
    Jun 23, 2026
  • Senior Relationship Manager at Beacon Pointe
    K. E.
    Senior Relationship Manager
    Mobile Phone
    Apr 17, 2026
  • Trading Manager at Beacon Pointe
    T. W.
    Trading Manager
    Mobile Phone
    Jun 25, 2026
  • Relationship Manager at Beacon Pointe
    J. P.
    Relationship Manager
    Mobile Phone
    Apr 17, 2026
  • Operations Manager at Beacon Pointe
    C. M.
    Operations Manager
    Mobile Phone
    Oct 18, 2024
  • Property Manager at Beacon Pointe
    D. A.
    Property Manager
    Mobile Phone
    Oct 23, 2024
  • Senior Portfolio Manager at Beacon Pointe
    E. M.
    Senior Portfolio Manager
    Mobile Phone
    Oct 22, 2024
  • Project Manager And Account Executive at Beacon Pointe
    J. E.
    Project Manager And Account Executive
    Mobile Phone
    Oct 21, 2024
  • Office Manager at Beacon Pointe
    K. S.
    Office Manager
    Mobile Phone
    Apr 07, 2026
  • Partner Senior Relationship Manager at Beacon Pointe
    K. M.
    Partner Senior Relationship Manager
    Mobile Phone
    Sep 09, 2026

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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