DFX Intelligence
Data Factory
Reading the graph
Reading the graph
| Class | ||||||||
|---|---|---|---|---|---|---|---|---|
BEACON POINTE ADVISORS, LLC Registered adviser · RIA / Wealth · 801-60943 Also on Private Credit, Real Estate Funds | NEWPORT BEACH, | $55B | 5 | 471 | 2011 | |||
| IRVING, | $60B | 16 | 2012 | |||||
| DAYTON, | $4.3B | 26 | 2012 | |||||
BEACON TRUST Registered adviser · RIA / Wealth · matched BEACON INVESTMENT ADVISORY SERVICES, INC. · 801-96256 | MORRISTOWN, | $4.4B | 30 | 2015 | ||||
Beacon Capital Partners, LLC Manager · RE funds · 1b 5b Also on RIA / Wealth Management, Family Offices | · probable | Boston, | $2.1B | 6 | 15 | 2023 | ||
| ATLANTA, | $745M | 55 | 2017 | |||||
| FRANKLIN, | $1.3B | 17 | 2015 | |||||
| CLEVELAND, | $901M | 13 | 2016 | |||||
BEACON FINANCIAL GROUP Registered adviser · RIA / Wealth · matched BEACON RETIREMENT PLANNING SERVICES INC. · 801-57962 | DALLAS, | $1.3B | 8 | 2012 | ||||
| NEWPORT BEACH, | $3.2B | 2012 | ||||||
BEACON HARBOR WEALTH ADVISORS Registered adviser · RIA / Wealth · matched BEACON HARBOR WEALTH ADVISORS, INC. · 801-114773 | VIRGINIA BEACH, | $608M | 6 | 2019 | ||||
| ROANOKE, | $278M | 12 | 2012 | |||||
| LOWER GWYNEDD, | $427M | 6 | 2022 | |||||
| HYANNIS, | $397M | 6 | 2018 | |||||
BEACON ADVISORS Registered adviser · RIA / Wealth · matched BEACON ADVISORS HOLDINGS, LLC · 801-132925 | AUSTIN, | $460M | 4 | 2025 | ||||
| RALEIGH, | $308M | 5 | 2021 | |||||
| CEDAR RAPIDS, | $278M | 5 | 2021 | |||||
| RALEIGH, | $309M | 4 | 2017 | |||||
DLJ Real Estate Capital Partners, LLC Manager · RE funds · matched DLJ Recp Beacon Hill, LLC (relying Adviser) · 1b 5b Also on RIA / Wealth Management | · candidate | New York, | $1.4B | 26 | 4 | 2022 | ||
Middle market | New York, | $1.2B | 105 | 5 | 2024 | |||
| GAITHERSBURG, | $542M | 1 | 2022 | |||||
| HOUSTON, | $297M | 2 | 2012 | |||||
| NEW YORK, | $445M | 2 | 2012 | |||||
BEACON FINANCIAL ADVISORS Registered adviser · RIA / Wealth · matched BEACON FINANCIAL ADVISORS, INC. · 801-77929 | RYE BROOK, | $228M | 3 | 2013 | ||||
| MORRISTOWN, | $473M | 2 | 2012 | |||||
| AURORA, | $746M | 2021 | ||||||
| CHARLOTTE, | $224M | 2 | 2024 | |||||
| VICTORIA, BC, | $149M | 5 | 2024 | |||||
| · probable Unsized | Wellesley, | $31.5M | 1 | 18 | ||||
BEACON WEALTH MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched BEACON WEALTH MANAGEMENT LLC · 801-62704 Also on Real Estate Funds | HACKENSACK, | $285M | 1 | 2012 | ||||
BEACON ASSET MANAGEMENT, LLC Registered adviser · RIA / Wealth · matched TELEMUS/BEACON INVESTMENT COMPANY LLC · 801-67441 | SOUTHFIELD, | $386M | 2012 | |||||
| BOSTON, | $217M | 2012 | ||||||
| PORTLAND, | $199M | 2012 | ||||||
| MAUMEE, | $101M | 3 | 2025 | |||||
| RALEIGH, | $192M | 2012 | ||||||
| Evansville, | $262M | 27 | 14 | 2 | 2024 | |||
| MCHENRY, | $144M | 2021 | ||||||
| SOUTH EASTON, | $143M | 2018 | ||||||
BEACON GLOBAL ASSET MANAGEMENT Registered adviser · RIA / Wealth · matched BEACON GLOBAL ASSET MANAGEMENT, INC. · 801-6482 | MORRISTOWN, | $161M | 2011 | |||||
| · probable Lower middle market | San Antonio, | $346M | 46 | 1 | 4 | 2023 | ||
| CONYERS, | $53.1M | 1 | 2012 | |||||
| DUBLIN, | $91.7M | 2026 | ||||||
| $65.3M | 2026 | |||||||
| LOGAN, | $62.1M | 2025 | ||||||
| DARIEN, | $61.2M | 2026 | ||||||
| SUMMIT, | $53.5M | 2026 | ||||||
| Palo Alto, | $22.6M | |||||||
BEACON LIGHT WEALTH MANAGEMENT Registered adviser · RIA / Wealth · matched BEACON LIGHT WEALTH MANAGEMENT LLC | CARNEGIE, | $39.1M | 2026 | |||||
| $36.0M | 2026 | |||||||
| $32.7M | 2026 |
Ranked by what the graph knows (size, observed deals, people, funds) unless you sort. Size is the best-evidenced figure for the row: AUM or regulatory AUM for firms and offices, close or reported gross asset value for funds, disclosed raised for companies. Click a class or a state in the table to filter by it. Counts are records per graph; with no graph selected, a firm that is on several graphs (matched by CRD, CIK, EIN or fund id, never by name) is listed once, with a dot for each graph.