Friday, October 23, 2026The Morning EditionOpen AtlasSign inJoin free
FinancialADVSR

Est. 2026The front page of wealth managementNew York

The Morning EditionFree · 6:30 AM ETSubscribe
WM The ADV Debate Is Solving the Wrong ProblemWM Deals & Moves: Commonwealth Breakaway Kintra Lures Team from LPL4K Ubiquity Retirement Wins Inc. Award, Manulife John Hancock Honored for AI Integration, and More: Corporate RoundupWM Truist Names New Wealth Co-Heads in Leadership ShakeupIN American Express to make job cuts as AI revolution ramps upIN SEC’s 2027 exam priorities put RIA conflicts and cyber risks in focusWM Who Wears the Cost?WM WealthStack Roundup: Syntax Integrates With Schwab's iRebal to Streamline Direct IndexingFP Independents lag on AI. Here's how they can catch upSEC SEC Announces Fiscal Year 2027 Examination Priorities

Financial ADVSR advisor directory · SEC adviser records

Beacon Pointe Advisors, LLC financial advisors in Plano, TX

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

7 registered advisors work at Beacon Pointe Advisors, LLC in Plano, out of 442 at the firm nationwide; it ranks number 32 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.

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

Every Beacon Pointe Advisors, LLC advisor →

Beacon Pointe Advisors, LLC advisors in every city and 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 advisors in other cities

Newport Beach, CA 212Scottsdale, AZ 21Dallas, TX 19Denver, CO 10Campbell, CA 9Waltham, MA 9Greensboro, NC 7San Diego, CA 7Bala Cynwyd, PA 6Asheville, NC 5Larkspur, CA 5Los Angeles, CA 5Roseland, NJ 5Andover, MA 4Bethesda, MD 4

Other firms in Plano

All Plano advisors →

Fisher Investments 1,880Vanguard Advisers, Inc. 230J.P. Morgan Securities LLC 212Strategic Advisers LLC 50UBS Financial Services Inc. 49Ameriprise Financial Services, LLC 48Morgan Stanley 39Edward Jones 31Transamerica Financial Advisors, LLC 31LPL Financial LLC 29Charles Schwab & Co., Inc. 27LPL Enterprise, LLC 27

Questions

How many financial advisors does Beacon Pointe Advisors, LLC have in Plano?

7 investment adviser representatives are registered at Beacon Pointe Advisors, LLC offices in Plano, Texas, according to the SEC's Investment Adviser Public Disclosure records, out of 442 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.

Is Beacon Pointe Advisors, LLC one of the largest advisor employers in Plano?

Beacon Pointe Advisors, LLC ranks number 32 in Plano by registered advisors; Fisher Investments has the most, with 1,880.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.