DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Beirne.
Legal name Beirne Wealth Consulting Services, LLC
Latest filing Aug 17, 2026
First filing on the tape Mar 4, 2013 · 44 filings
SEC status approved since Feb 1, 2013
RAUM
$2.3B
reported, Item 5.F
Discretionary
30%
of RAUM
Private clients
12%
$261M individuals and HNW
Advisors
4
registered through the firm on IAPD
RAUM per advisor
$565M
derived; firm RAUM over IAPD count
Employees
9
5 advisory (5.B.1)
Offices
2
beyond the principal office
Private funds
0
reported on Schedule D
History
44 filings and snapshots on the tape
RAUM$2.3B as of Aug 17, 2026
Mar 24, 2014$545M then
HNW client RAUM$190M as of Aug 17, 2026
Mar 29, 2018$444M then
State-registered IARs (5.B.3)4 as of Aug 17, 2026
Mar 24, 201410 then
Employees (5.A)9 as of Aug 17, 2026
Mar 24, 201419 then
Private funds: no history
RAUM +88% over the last fiscal year+6.0% a year over threeIARs 4 to 4offices 1 to 2
Practice profile
derived from the filing of Aug 17, 2026; every figure names its basis
Archetypes, each a printed rule
- Institutional asset manager · institutional share (pensions, government, insurance, corporations, charities, banks, other advisers) at least 60 percent and private-client share under 20 percent
- OCIO / institutional advisory · selection of other advisers (5.G.7) and institutional share at least 50 percent
- RAUM per advisor
- $565MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 109derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.8MderivedHNW RAUM over HNW clients
- Average account
- $1.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 30%derivedof RAUM
- Institutional
- 86%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 2.3derivedItem 5.A over advisors
- Advisors per office
- 1.3derived3 offices incl. principal (1.F.5)
- RAUM growth, one year
- +14%derivedbetween the last two annual amendments
- Advisor growth, one year
- -25%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +4.9%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, portfolio management for businesses and institutions, pension consulting, selection of other advisersreportedItem 5.G
- Wrap fee program
- $48.5MreportedItem 5.I
- Custody
- $16.7M, 14 clientsreportedItem 9.A
- Ownership
- controlled by a public reporting companyderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- a related person has custody of client cash (9.B.1.a)
- a related person has custody of client securities (9.B.1.b)
- controlled by a public reporting company (10.A)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- State and municipal entities$1.9B85%
- High-net-worth individuals$190M8.4%
- Individuals$72.0M3.2%
- Corporations and businesses$62.9M2.8%
- Charitable organizations$6.9M0.3%
- Pension and profit-sharing plans$2.7M0.1%
- Individual clients
- 330reported
- HNW clients
- 105reported
- Pension plan clients
- n/areported
- Charitable clients
- n/areported
- Accounts
- 1,460reported
- Financial planning clients
- 0reported
- Wrap fee programs
- $48.5M sponsored, $0 managedreported
- Custody of client assets
- $16.7M for 14 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.12 fund_share=0.0 institutional_share=0.86 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
4 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| John Anthony Beirne | Darien, Ct | Mar 22, 2013 | 45 y | 2 |
| John-Oliver Beirne | Darien, Ct | Apr 5, 2013 | 16 y | 2 |
| Lindsey E Allard | North Haven, Ct | Jan 22, 2016 | 18 y | 1 |
| Joseph Gerardo Malanga | Darien, Ct | Feb 6, 2026 | 13 y | 0 |
Advisor movement
0 left, 0 joined in 12 months
net 0 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount0 left over 36 months
Left, latest
- Jeffrey Louis Bradanini to Janney Montgomery Scott LLCJan 31, 2023 · Other
- Elizabeth Garnto to Vanguard Advisers, Inc.Jun 7, 2022 · Other
- Christopher Paul Englebert to Englebert Financial Advisers, LLCSep 11, 2019 · Other
- Lise Marie Robinson to Trinitypoint Wealth, LLCJun 8, 2018 · RIA to a newly registered adviser
- Jana M L'Etoile to Trinitypoint Wealth, LLCJun 8, 2018 · RIA to a newly registered adviser
- James Andrew Betzig to Trinitypoint Wealth, LLCJun 8, 2018 · RIA to a newly registered adviser
- Dana Rose Mascalo to Trinitypoint Wealth, LLCJun 8, 2018 · RIA to a newly registered adviser
- Eric Joseph Passeri to Trinitypoint Wealth, LLCJun 8, 2018 · RIA to a newly registered adviser
- Patricia Lynn Brady to Dynasty Wealth Management, LLCApr 30, 2018 · RIA to RIA
- Jeffrey Giantonio to Woodbury Financial Services, Inc.Oct 27, 2017 · Other
- Daniel R Reitz to Private Advisor Group, LLCNov 22, 2016 · Other
Joined, latest
- Jana M L'Etoile from Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 4, 2016 · Other
- Patricia Lynn Brady from Msi Financial Services, Inc.Apr 27, 2016 · Other
- Lindsey E Allard from Merrill Lynch, Pierce, Fenner & Smith IncorporatedJan 22, 2016 · Other
- Jeffrey Giantonio from Nfp Advisor Services, LLCAug 4, 2015 · Other
- Lise Marie Robinson from Oppenheimer & Co. Inc.Sep 15, 2014 · Other
- Elizabeth Garnto from Stifel, Nicolaus & Company, IncorporatedMay 16, 2014 · Other
- Christopher Paul Englebert from Morgan StanleyJan 17, 2014 · Other
- Daniel R Reitz from Morgan StanleyJan 17, 2014 · Other
- John-Oliver Beirne from Beirne Wealth Consulting, LLCApr 5, 2013 · Other
- Eric Joseph Passeri from Beirne Wealth Consulting, LLCApr 4, 2013 · Other
- James Andrew Betzig from Beirne Wealth Consulting, LLCMar 26, 2013 · Other
- Dana Rose Mascalo from Wells Fargo AdvisorsMar 22, 2013 · Other
- John Anthony Beirne from Beirne Wealth Consulting, LLCMar 22, 2013 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 5 left for Trinitypoint Wealth, LLCJun 8, 2018 · Milford, Ct · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- E Lindsey Allard · Partnercontrolsince 10/2022 · owns less than 5%
- John-Oliver Beirne · Managing Directorcontrolsince 02/2013 · owns less than 5%
- Anthony John Beirne · Managing Director, Cio And Founding Partnercontrolsince 02/2013 · owns less than 5%
- Anthony Richard Defrancesco · Chief Operating Officercontrolsince 11/2018 · owns less than 5%
- Dennis Grubelic · Chief Compliance Officercontrolsince 09/2022 · owns less than 5%
- Elizabeth Megan Morelli · Partnercontrolsince 10/2022 · owns less than 5%
- Joseph John Barker · Trusteecontrolsince 12/2012 · owns F of The John Oliver Beirne 2012 Trust
- Joseph John Barker · Trusteecontrolsince 12/2012 · owns F of The Evan A. Beirne 2012 Trust
- Evan Beirne · Trusteecontrolsince 12/2012 · owns F of The Evan A. Beirne 2012 Trust
- John-Oliver Beirne · Trusteecontrolsince 12/2012 · owns F of The John Oliver Beirne 2012 Trust
Entity owners
- The Evan A. Beirne 2012 Trust · Ownerdirect · owns 25% to 50%
- The John Oliver Beirne 2012 Trust · Ownerdirect · owns 50% to 75%
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Darien, Ct · principal | 3 | 1 | 0 |
Offices
Schedule D 1.F, the 25 largest
- Center Valley, PA3 employees
What changed
consecutive filings, newest first
- HQ city · SHELTON to DARIENJul 2, 2026 to Aug 17, 2026
- State-registered IARs · 3 to 4Jul 2, 2026 to Aug 17, 2026
- Other offices · 1 to 2Jul 2, 2026 to Aug 17, 2026
- Accounts · 1,222 to 1,460Mar 30, 2026 to Jul 2, 2026
- Corporate clients · 9 to 10Mar 30, 2026 to Jul 2, 2026
- HNW clients · 74 to 105Mar 30, 2026 to Jul 2, 2026
- Individual clients · 314 to 330Mar 30, 2026 to Jul 2, 2026
- HNW RAUM · $167M to $190MMar 30, 2026 to Jul 2, 2026
- Individual RAUM · $68.8M to $72.0MMar 30, 2026 to Jul 2, 2026
- Non-discretionary RAUM · $694M to $1.6BMar 30, 2026 to Jul 2, 2026
- Pension RAUM · $2.4M to $2.7MMar 30, 2026 to Jul 2, 2026
- RAUM · $1.4B to $2.3BMar 30, 2026 to Jul 2, 2026
- Accounts · 1,153 to 1,222Dec 15, 2025 to Mar 30, 2026
- Advisory employees · 6 to 5Dec 15, 2025 to Mar 30, 2026
- Corporate clients · 8 to 9Dec 15, 2025 to Mar 30, 2026
- HNW clients · 61 to 74Dec 15, 2025 to Mar 30, 2026
- Individual clients · 309 to 314Dec 15, 2025 to Mar 30, 2026
- Assets in custody · $15.2M to $16.7MDec 15, 2025 to Mar 30, 2026
- Employees · 10 to 9Dec 15, 2025 to Mar 30, 2026
- Financial planning clients · 11-25 to 0Dec 15, 2025 to Mar 30, 2026
- State-registered IARs · 4 to 3Dec 15, 2025 to Mar 30, 2026
- Discretionary RAUM · $586M to $677MDec 15, 2025 to Mar 30, 2026
- HNW RAUM · $122M to $167MDec 15, 2025 to Mar 30, 2026
- Individual RAUM · $61.2M to $68.8MDec 15, 2025 to Mar 30, 2026
- Non-discretionary RAUM · $613M to $694MDec 15, 2025 to Mar 30, 2026
- Pension RAUM · $4.2M to $2.4MDec 15, 2025 to Mar 30, 2026
- RAUM · $1.2B to $1.4BDec 15, 2025 to Mar 30, 2026
- Wrap assets (sponsor) · $44.2M to $48.5MDec 15, 2025 to Mar 30, 2026
- Accounts · 1,136 to 1,153Mar 28, 2024 to Mar 25, 2025
- Corporate clients · 9 to 8Mar 28, 2024 to Mar 25, 2025
- HNW clients · 41 to 61Mar 28, 2024 to Mar 25, 2025
- Individual clients · 311 to 309Mar 28, 2024 to Mar 25, 2025
- Assets in custody · $113M to $15.2MMar 28, 2024 to Mar 25, 2025
- Financial planning clients · 11-25 to 11-25Mar 28, 2024 to Mar 25, 2025
- Discretionary RAUM · $453M to $586MMar 28, 2024 to Mar 25, 2025
- HNW RAUM · $105M to $122MMar 28, 2024 to Mar 25, 2025
- Individual RAUM · $64.7M to $61.2MMar 28, 2024 to Mar 25, 2025
- Non-discretionary RAUM · $682M to $613MMar 28, 2024 to Mar 25, 2025
- Pension RAUM · $5.9M to $4.2MMar 28, 2024 to Mar 25, 2025
- RAUM · $1.1B to $1.2BMar 28, 2024 to Mar 25, 2025
Signals
14 dated events
- Beirne. reported RAUM $2.3B, up 65% from $1.4B (2026-03-30 to 2026-07-02)Jul 2, 2026 · RAUM change · derived
- Beirne. reported RAUM $1.1B, down 40% from $1.9B (2023-08-25 to 2024-03-28)Mar 28, 2024 · RAUM change · derived
- Elizabeth Megan Morelli (Partner) appeared on Schedule A of Beirne.Mar 30, 2023 · Control person joined · fact
- Jeffrey Louis Bradanini left Beirne. for Janney Montgomery Scott Llc (registered 2023-03-14)Jan 31, 2023 · Advisor changed firm · fact
- Lynn Victoria Olson (Chief Compliance Officer) no longer on Schedule A of Beirne. (listed 2022-06-07, absent 2022-10-26)Oct 26, 2022 · Control person left · inference
- Dennis Grubelic (Chief Compliance Officer) appeared on Schedule A of Beirne.Oct 26, 2022 · Control person joined · fact
- Elizabeth Garnto left Beirne. for Vanguard Advisers, Inc. (registered 2022-06-09)Jun 7, 2022 · Advisor changed firm · fact
- Elizabeth Garnto (Chief Compliance Officer) no longer on Schedule A of Beirne. (listed 2022-03-31, absent 2022-06-07)Jun 7, 2022 · Control person left · inference
- Lynn Victoria Olson (Chief Compliance Officer) appeared on Schedule A of Beirne.Jun 7, 2022 · Control person joined · fact
- Anthony Richard Defrancesco (Chief Operating Officer) appeared on Schedule A of Beirne.Mar 25, 2021 · Control person joined · fact
- E Lindsey Allard (Managing Director) appeared on Schedule A of Beirne.Mar 25, 2021 · Control person joined · fact
- Beirne. reported RAUM $1.6B, down 31% from $2.3B (2018-07-19 to 2019-03-29)Mar 29, 2019 · RAUM change · derived
- Beirne Wealth Consulting Services, Llc reported succeeding to the business of Another Adviser (Form ADV Item 4)Mar 4, 2013 · Succession (Item 4) · fact
- Beirne Wealth Consulting Services, Llc filed its initial SEC registration (Form ADV)Mar 4, 2013 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Firm profile
- linkedin.com/company/beirne/mycompany/?viewAsMember=truereportedpublic record, Form ADV, Sep 17, 2026
- Website
- beirnegroup.comreportedpublic record, Form ADV, Sep 17, 2026
- Principal office phone
- 203-701-8606reportedpublic record, Form ADV, Aug 17, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Other adviserderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $565Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026