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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

BEACON FINANCIAL ADVISORY LLC

CRD 174334

CLEVELAND, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b4b530b2-32e9-45ef-8399-17a0c91a46fa

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 33
Dated events: 19
On other graphs: 0
Observed: Sep 2, 2016 to Mar 17, 2026
82 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.97 fund_share=0.0 institutional_share=0.03 related_bd=false related_bank=false bd_reps=13.0
Regulatory AUM: $901MItem 5.F on the latest filing (2026-03-17); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $901M
Private client RAUM: $873MderivedItem 5.D individuals plus high net worth individuals
Private client share: 97%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $69.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 13
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 2,542
Individual clients: 1,263
High net worth clients: 286
SEC number: 801-108381
CRD: 174334
Filings on the tape: 82
First filed: Sep 2, 2016
Latest filed: Mar 17, 2026
Organised: Limited Liability Company, OH

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
JOSEPH CHARLES RANDAZZO	Certified Financial Planner	Cleveland, OH \| Twinsburg, OH	10	33	4	yes
WILLIAM PATRICK MATEJKA	n/a	Twinsburg, OH \| CLEVELAND, OH \| Cleveland, OH	10	32	3	yes
Ryan David Cass	n/a	CLEVELAND, OH	3	12	1	no
PHILIP O'TOOLE	n/a	CLEVELAND, OH	2	26	4	yes

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
GEORGE, DEBORAH, LYNN	CHIEF COMPLIANCE OFFICER	Na	yes	12/2014	Sep 2, 2016	Dec 11, 2024
RANDALL, GREGORY, GILLER	CHIEF EXECUTIVE OFFICER / MANAGING MEMBER	E	yes	12/2014	Sep 2, 2016	Dec 11, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Twinsburg	Oh	United States	8	yes
Dublin	Oh	United States	2	yes
Cleveland	Oh	United States	1	yes
NORTH RIDGEVILLE	Oh	United States	1	yes

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 10 of 11

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 17, 2026	$901M	$901M	13	13	4	n/a	n/a
2024	Mar 7, 2025	$678M	$678M	13	13	4	n/a	n/a
2023	Mar 8, 2024	$594M	$520M	14	14	4	n/a	n/a
2022	Mar 13, 2023	$554M	$496M	25	17	5	n/a	n/a
2021	Mar 15, 2022	$831M	$771M	30	22	5	n/a	n/a
2020	Mar 2, 2021	$668M	$623M	28	20	5	n/a	n/a
2019	Mar 26, 2020	$454M	$414M	19	16	5	n/a	n/a
2018	Feb 25, 2019	$336M	$336M	18	17	5	n/a	n/a
2017	Mar 15, 2018	$322M	$322M	16	15	5	n/a	n/a
2016	Mar 13, 2017	$228M	$228M	14	13	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	1	6

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$901M	$678M	32.9%	$554M	17.6%	13	13	4	4

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
STRATOS WEALTH ADVISORS LLC	3	Dec 14, 2023	Dec 14, 2023	CLEVELAND, OH	Team lift out	RIA to RIA	17.6%
JOURNEY WEALTH MANAGEMENT	2	Dec 20, 2022	Aug 29, 2022	CLEVELAND, OH	Team lift out	RIA to RIA	11.1%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
CAPITAL ANALYSTS	3	Aug 5, 2022	Oct 16, 2020	CLEVELAND, OH	Team lift out	Ibd to RIA	0.5%

Relationships

Affiliated with (2)

← CAPITAL ANALYSTSRegistered adviserother investment adviser
factForm ADV
← LINCOLN INVESTMENTRegistered adviserother investment adviser
factForm ADV

Registered with (25)

← PHILIP O'TOOLEAdvisorregistration: current employment
Nov 9, 2023 to presentfactForm ADV
← SUSAN MARIE WANAMAKERAdvisorregistration: current employment
Nov 2, 2023 to presentfactForm ADV
← Ryan David CassAdvisorregistration: current employment
Sep 18, 2023 to presentfactForm ADV
← WILLIAM PATRICK MATEJKAAdvisorregistration: current employment
Mar 9, 2021 to presentfactForm ADV
← JONATHAN LEE MISTOFSKYAdvisorregistration: current employment
Feb 24, 2021 to presentfactForm ADV
← KARL RANDALLAdvisorregistration: current employment
Mar 2, 2020 to presentfactForm ADV
← JOSEPH CHARLES RANDAZZOAdvisorregistration: current employment
Aug 18, 2016 to presentfactForm ADV
← ALAN EDWARD YANOWITZAdvisorregistration: current employment
Oct 7, 2015 to presentfactForm ADV
← THOMAS MICHAEL GENCOAdvisorregistration: current employment
Aug 7, 2015 to presentfactForm ADV
← RAYMOND MATTHEW TROPPAdvisorregistration: current employment
Jun 26, 2015 to presentfactForm ADV
← DALE RUBINAdvisorregistration: current employment
May 8, 2015 to presentfactForm ADV
← GREGORY GILLER RANDALLAdvisorregistration: current employment
Apr 17, 2015 to presentfactForm ADV
← DEBORAH LYNN GEORGEAdvisorregistration: current employment
Apr 17, 2015 to presentfactForm ADV
← DAVID PHILLIP STONEAdvisorregistration: previous registration
Jul 8, 2016 to Sep 11, 2024factForm ADV
← DAVID TAUCHERAdvisorregistration: previous registration
Apr 9, 2020 to Dec 14, 2023factForm ADV
← SPENCER PISTONE DIECKAdvisorregistration: previous registration
Jun 24, 2015 to Dec 14, 2023factForm ADV
← KARYN PISTONEAdvisorregistration: previous registration
May 11, 2015 to Dec 14, 2023factForm ADV
← DANIEL L BONDERAdvisorregistration: previous registration
Jun 26, 2015 to Nov 13, 2023factForm ADV
← JEREMY SCOTT CLARKAdvisorregistration: previous registration
Jul 1, 2015 to Oct 9, 2023factForm ADV
← BRYAN JOSEPH COSTINAdvisorregistration: previous registration
Aug 7, 2015 to Dec 20, 2022factForm ADV
← NICHOLAS ANTHONY PATERNITIAdvisorregistration: previous registration
Oct 16, 2020 to Dec 20, 2022factForm ADV
← DEAN DIRK WEEMHOFFAdvisorregistration: previous registration
Sep 9, 2015 to Oct 27, 2022factForm ADV
← DAVID GEORGE OLSONAdvisorregistration: previous registration
May 11, 2015 to Oct 20, 2022factForm ADV
← PETER R FRANZAdvisorregistration: previous registration
Aug 6, 2018 to May 5, 2022factForm ADV
← GIUSEPPE VITALEAdvisorregistration: previous registration
Mar 7, 2016 to Jul 10, 2020factForm ADV

Controls (2)

← RANDALL, GREGORY, GILLEROwnerCHIEF EXECUTIVE OFFICER / MANAGING MEMBER, ownership code E, individual
Sep 2, 2016 to Dec 11, 2024factForm ADV
← GEORGE, DEBORAH, LYNNOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Sep 2, 2016 to Dec 11, 2024factForm ADV

Moved with (3)

→ STRATOS WEALTH ADVISORS LLCRegistered adviser3 advisors, team lift out, same day
Dec 14, 2023 to Dec 14, 2023factForm ADV
→ JOURNEY WEALTH MANAGEMENTRegistered adviser2 advisors, team lift out, same day
Dec 20, 2022 to Aug 29, 2022factForm ADV
← CAPITAL ANALYSTSRegistered adviser3 advisors, team lift out
Aug 5, 2022 to Oct 16, 2020factForm ADV

Dated events

Occurred
Mar 17, 2026
Regulatory AUM changed
Beacon Financial Advisory Llc reported RAUM $900.7M, up 33% from $677.6M (2025-12-02 to 2026-03-17)
Form ADVobserved 6 days ago
$223M
Occurred
Sep 11, 2024
Advisor changed firm
David Phillip Stone left Beacon Financial Advisory Llc for Commonwealth Financial Network (registered 2024-09-09)
Form ADVobserved 6 days ago
Occurred
Dec 14, 2023
Team lift-out
3 advisors left Beacon Financial Advisory LLC (Cleveland, OH) for Stratos Wealth Advisors LLC on the same day
Form ADVobserved 5 days ago
3 advisors
Occurred
Dec 14, 2023
Advisor changed firm
David Taucher left Beacon Financial Advisory Llc for Stratos Wealth Advisors Llc (registered 2023-12-13)
Form ADVobserved 6 days ago
Occurred
Dec 14, 2023
Advisor changed firm
Spencer Pistone Dieck left Beacon Financial Advisory Llc for Stratos Wealth Advisors Llc (registered 2023-12-14)
Form ADVobserved 6 days ago
Occurred
Dec 14, 2023
Advisor changed firm
Karyn Pistone left Beacon Financial Advisory Llc for Stratos Wealth Advisors Llc (registered 2023-12-13)
Form ADVobserved 6 days ago
Occurred
Nov 13, 2023
Advisor changed firm
Daniel L Bonder left Beacon Financial Advisory Llc for Arbor Point Advisors (registered 2023-11-14)
Form ADVobserved 6 days ago
Occurred
Oct 9, 2023
Advisor changed firm
Jeremy Scott Clark left Beacon Financial Advisory Llc for Arbor Point Advisors (registered 2023-10-04)
Form ADVobserved 6 days ago
Occurred
Mar 13, 2023
Regulatory AUM changed
Beacon Financial Advisory Llc reported RAUM $554.4M, down 33% from $831.2M (2022-12-20 to 2023-03-13)
Form ADVobserved 6 days ago
$-277M
Occurred
Dec 20, 2022
Team lift-out
2 advisors left Beacon Financial Advisory LLC (Cleveland, OH) for Journey Wealth Management on the same day
Form ADVobserved 5 days ago
2 advisors
Occurred
Dec 20, 2022
Advisor changed firm
Bryan Joseph Costin left Beacon Financial Advisory Llc for Journey Wealth Management (registered 2022-08-29)
Form ADVobserved 6 days ago
Occurred
Dec 20, 2022
Advisor changed firm
Nicholas Anthony Paterniti left Beacon Financial Advisory Llc for Journey Wealth Management (registered 2022-08-15)
Form ADVobserved 6 days ago
Occurred
Oct 27, 2022
Advisor changed firm
Dean Dirk Weemhoff left Beacon Financial Advisory Llc for Arbor Point Advisors (registered 2022-10-26)
Form ADVobserved 6 days ago
Occurred
Oct 20, 2022
Advisor changed firm
David George Olson left Beacon Financial Advisory Llc for Journey Wealth Management (registered 2022-08-29)
Form ADVobserved 6 days ago
Occurred
Aug 5, 2022
Team lift-out
3 advisors left Capital Analysts (Cleveland, OH) for Beacon Financial Advisory LLC within 4 days
Form ADVobserved 5 days ago
3 advisors
Occurred
May 5, 2022
Advisor changed firm
Peter R Franz left Beacon Financial Advisory Llc for Journey Wealth Management (registered 2021-02-03)
Form ADVobserved 6 days ago
Occurred
Mar 2, 2021
Regulatory AUM changed
Beacon Financial Advisory Llc reported RAUM $667.5M, up 47% from $453.9M (2020-12-07 to 2021-03-02)
Form ADVobserved 6 days ago
$214M
Occurred
Mar 26, 2020
Regulatory AUM changed
Beacon Financial Advisory Llc reported RAUM $453.9M, up 35% from $336.4M (2020-03-05 to 2020-03-26)
Form ADVobserved 6 days ago
$117M
Occurred
Sep 2, 2016
First Form ADV filing
Beacon Financial Advisory Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b4b530b2-32e9-45ef-8399-17a0c91a46fa
First observed: Sep 2, 2016
Last observed: Mar 17, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

BEACON FINANCIAL ADVISORY LLC

CRD 174334

CLEVELAND, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b4b530b2-32e9-45ef-8399-17a0c91a46fa

Data as of Mar 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 7:19 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

JOSEPH CHARLES RANDAZZO

Certified Financial Planner

Cleveland, OH | Twinsburg, OH

yes

WILLIAM PATRICK MATEJKA

n/a

Twinsburg, OH | CLEVELAND, OH | Cleveland, OH

yes

Ryan David Cass

n/a

CLEVELAND, OH

PHILIP O'TOOLE

n/a

CLEVELAND, OH

yes

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

GEORGE, DEBORAH, LYNN

CHIEF COMPLIANCE OFFICER

yes

12/2014

Sep 2, 2016

Dec 11, 2024

RANDALL, GREGORY, GILLER

CHIEF EXECUTIVE OFFICER / MANAGING MEMBER

yes

12/2014

Sep 2, 2016

Dec 11, 2024

City

State

Country

Employees

Also broker-dealer

Twinsburg

United States

yes

Dublin

United States

yes

Cleveland

United States

yes

NORTH RIDGEVILLE

United States

yes

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 17, 2026

$901M

n/a

2024

Mar 7, 2025

$678M

n/a

2023

Mar 8, 2024

$594M

$520M

n/a

2022

Mar 13, 2023

$554M

$496M

n/a

2021

Mar 15, 2022

$831M

$771M

n/a

2020

Mar 2, 2021

$668M

$623M

n/a

2019

Mar 26, 2020

$454M

$414M

n/a

2018

Feb 25, 2019

$336M

n/a

2017

Mar 15, 2018

$322M

n/a

2016

Mar 13, 2017

$228M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$901M

$678M

32.9%

$554M

17.6%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

STRATOS WEALTH ADVISORS LLC

Dec 14, 2023

CLEVELAND, OH

Team lift out

RIA to RIA

17.6%

JOURNEY WEALTH MANAGEMENT

Dec 20, 2022

Aug 29, 2022

CLEVELAND, OH

Team lift out

RIA to RIA

11.1%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

CAPITAL ANALYSTS

Aug 5, 2022

Oct 16, 2020

CLEVELAND, OH

Team lift out

Ibd to RIA

0.5%