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Financial ADVSR advisor directory · SEC adviser records

Beacon Pointe Advisors, LLC financial advisors in California

Every SEC-registered investment adviser representative at a Beacon Pointe Advisors, LLC office in California, by city and A to Z.

The short answer

244 registered advisors work at Beacon Pointe Advisors, LLC in California, out of 421 nationwide; it's the firm's number 1 state by advisors, and the most are in Newport Beach (202). 107 list the CFP designation and 2 are also registered broker representatives.

Beacon Pointe Advisors, LLC advisors by city in California

Every firm in California →

Newport Beach 202Larkspur 8Campbell 6Pasadena 6Los Angeles 5San Diego 4Palm Desert 3San Jose 2Walnut Creek 2Alameda 1Carlsbad 1Glen Ellen 1Newport Beach, Ca 1Oceanside 1Riverside 1

Beacon Pointe Advisors, LLC advisors in California, A to Z

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Beacon Pointe Advisors, LLC advisors in every state →Beacon Pointe Advisors, LLC: assets, clients and custodians →Beacon Pointe news and advisor moves →Advisor Moves: who changed firms this week →

Beacon Pointe Advisors, LLC in other states

Texas 32Massachusetts 23Arizona 18Colorado 11Louisiana 11New Jersey 11North Carolina 10Florida 9Maryland 7New York 5South Carolina 5Michigan 4Minnesota 4Ohio 4Washington 4Illinois 3Indiana 3Tennessee 3Virginia 3

Questions

How many Beacon Pointe Advisors, LLC financial advisors are in California?

244 investment adviser representatives are registered at Beacon Pointe Advisors, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 421 at the firm nationwide. 107 list the CFP designation and 2 are also registered as broker representatives.

Where in California does Beacon Pointe Advisors, LLC have the most advisors?

Newport Beach, with 202, then Larkspur (8). Beacon Pointe Advisors, LLC has advisors in 15 cities in California.

How do I check a Beacon Pointe Advisors, LLC advisor in California?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Beacon Pointe Advisors, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.