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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
SEC-registered adviser
B••••• T••••
Legal name B••••• I••••••••• A••••••• S•••••••• I•••
Latest filing Jul 27, 2026
First filing on the tape Apr 30, 2015 · 30 filings
SEC status approved since Apr 1, 2015
RAUM
$4.4B
reported, Item 5.F
Discretionary
96%
of RAUM
Private clients
93%
$4.1B individuals and HNW
Advisors
30
registered through the firm on IAPD
RAUM per advisor
$148M
derived; firm RAUM over IAPD count
Employees
51
43 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
30 filings and snapshots on the tape
RAUM$4.4B as of Jul 27, 2026
Mar 29, 2016$1.2B then
HNW client RAUM$3.2B as of Jul 27, 2026
Mar 31, 2018$1.5B then
State-registered IARs (5.B.3)39 as of Jul 27, 2026
Mar 29, 201614 then
Employees (5.A)51 as of Jul 27, 2026
Mar 29, 201617 then
Private funds: no history
RAUM +2.1% over the last fiscal year+8.7% a year over threeIARs 31 to 39offices 2 to 4
Practice profile
derived from the filing of Jul 27, 2026; every figure names its basis
Archetypes, each a printed rule
- b••• affiliated · Item 7.A.6 or 7.A.7 (bank or trust company affiliate) and a bank, bancorp or trust company as a 50 percent or greater owner on Schedule A
- HNW wealth manager · private-client share of RAUM at least 50 percent and HNW share of private-client RAUM 50 to 90 percent
- Wrap program sponsor · sponsors a wrap fee program (5.I) with at least $100M of wrap assets
- RAUM per advisor
- $148MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 94derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $1.6MderivedHNW RAUM over HNW clients
- Average account
- $1.5MderivedRAUM over accounts (5.F.2.f)
- Discretionary
- 96%derivedof RAUM
- Institutional
- 2.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.7derivedItem 5.A over advisors
- Advisors per office
- 6.0derived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +2.1%derivedbetween the last two annual amendments
- Advisor growth, one year
- +26%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +1.6%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisers, otherreportedItem 5.G
- Wrap fee program
- $3.8BreportedItem 5.I
- Custody
- $3.8B, 2,939 clientsreportedItem 9.A
- Ownership
- a bank, bancorp or trust company is a 50 percent or greater ownerderived
- 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)
- an independent public accountant performs a surprise examination (9.C.1)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$3.2B73%
- Individuals$894M20%
- Corporations and businesses$214M4.8%
- Pension and profit-sharing plans$46.5M1.0%
- Charitable organizations$40.8M0.9%
- Investment companies$2.5M0.1%
- Individual clients
- 823reported
- HNW clients
- 2,007reported
- Pension plan clients
- 10reported
- Charitable clients
- 41reported
- Accounts
- 2,939reported
- Financial planning clients
- 1-10reported
- Wrap fee programs
- $3.8B sponsored, $0 managedreported
- Custody of client assets
- $3.8B for 2,939 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=0.93 fund_share=0.0 institutional_share=0.02 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
30 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| C••••••••• C•••••• P••••••Certified Financial Planner | Morristown, Nj | Jul 6, 2015 | 19 y | 2 |
| P••••••• A••• H•••Certified Financial Planner | Morristown, Nj | Jul 8, 2015 | 24 y | 2 |
| J••• M•••••• L••••Chartered Financial Analyst | Morristown, Nj | Jul 8, 2015 | 33 y | 1 |
| C••••••••• W•••••• S••••••• | Morristown, Nj | Jul 24, 2015 | 14 y | 2 |
| M•••••• A••••• H•••Certified Financial Planner | Morristown, Nj | Sep 9, 2015 | 24 y | 2 |
| D•••• L•• A•••••Certified Financial Planner | Morristown, Nj | Jan 26, 2016 | 23 y | 1 |
| J••• J••••• C••••••• | Bohemia, Ny | Feb 3, 2016 | 12 y | 2 |
| S•••••• S•••• M••••Chartered Financial Analyst | Morristown, Nj | Feb 25, 2016 | 34 y | 1 |
| J••• C•••••• P••••• | Morristown, Nj | Apr 21, 2017 | 26 y | 1 |
| M•••• D•••• | Morristown, Nj | May 31, 2017 | 22 y | 1 |
| B•••• M••••• | Morristown, Nj | Jan 12, 2018 | 32 y | 2 |
| D••• M•••• A••••••• | Morristown, Nj | Sep 24, 2018 | 12 y | 0 |
| D•••• M•••• R•••••••• | Morristown, Nj | May 13, 2019 | 35 y | 0 |
| C••••••• L••• F•••• | Morristown, Nj | Oct 15, 2019 | 11 y | 0 |
| S•••• E•••••••• H•••• | Morristown, Nj | Dec 9, 2019 | 31 y | 0 |
| W•••••• D••••• B•••••Chartered Financial Analyst | New York, Ny | Dec 14, 2020 | 34 y | 0 |
| M•••••• K•••• | Morristown, Nj | Sep 16, 2022 | 13 y | 0 |
| C••••••••• C•••••Certified Financial Planner | Morristown, Nj | May 26, 2023 | 14 y | 4 |
| L•• A• D•••••••• | Morristown, Nj | Jun 5, 2023 | 42 y | 0 |
| D•••• B•••••••• | Morristown, Nj | Jan 15, 2025 | 13 y | 0 |
| D•••• A••••• P•••Certified Financial Planner | Morristown, Nj | May 13, 2025 | 20 y | 2 |
| L••••• A•• C••••• | Morristown, Nj | Aug 12, 2025 | 13 y | 0 |
| K•••• R••• | Morristown, Nj | Aug 14, 2025 | 10 y | 0 |
| M••••• E•••• S•••• | Morristown, Nj | Oct 22, 2025 | 12 y | 0 |
| S••••••• M•••• B••••Certified Financial Planner, Chartered Financial Consultant | Morristown, Nj | Nov 20, 2025 | 11 y | 2 |
| J•••• B•••••• A•••••• | Morristown, Nj | Dec 12, 2025 | 20 y | 4 |
| L•••• M••• R•••• | Morristown, Nj | Dec 12, 2025 | 18 y | 1 |
| M••• A•••• O••••••Certified Financial Planner | Morristown, Nj | Dec 16, 2025 | 12 y | 4 |
| A•••••••• V•••••• | Morristown, Nj | Dec 18, 2025 | 19 y | 0 |
| N••••••• T•••••••Chartered Financial Analyst | Morristown, Nj | Apr 29, 2026 | 13 y | 1 |
Advisor movement
5 left, 5 joined in 12 months
net 0 in 12 months4 left in 90 days0 joined in 90 daysdeparture rate 17% of current headcount8 left over 36 months
Left, latest
- S••••• N••• H•••••• to B••••• P••••• A•••••••• L••Aug 18, 2026 · RIA to RIA
- E•••• W•••••• J••••• to C••••••Jul 21, 2026 · RIA to RIA
- E••• K• S•••• to C••••••Jul 21, 2026 · RIA to RIA
- N•••• N••• to P••••••• W••••• M••••••••• G••••• L••Jun 26, 2026 · RIA to RIA
- R••• M•••• to C••••••May 28, 2026 · RIA to RIA
- C•••••• B• D•••••• to C••• S••••• P•••••••Aug 18, 2025 · RIA to affiliated broker-dealer or bank
- M•••••• M•••• R••••••• to F•••• M•••••••• C•• L••Aug 4, 2025 · RIA to affiliated broker-dealer or bank
- K•••••• P••• L••••••• to P•••••• C••••• G•••• A•••• M•••••••••Jun 5, 2024 · RIA to RIA
- A••• T••• G••••••• to S•• W••••• A•••••••• L••Sep 13, 2023 · RIA to RIA
- J••• P•••• C•••••• to C••••• P••••••• L••Jan 28, 2021 · RIA to RIA
- P•••• J••••• O•••••• to R•••••••••Apr 10, 2019 · RIA to RIA
- F•••• D••••• to C••• F•••••••• S•••••••• L•••Nov 19, 2018 · RIA to affiliated broker-dealer or bank
Joined, latest
- N••••••• T••••••• from R•• R•••••••• L••Apr 29, 2026 · Affiliated broker-dealer or bank to independent RIA
- M••• A•••• O•••••• from C••••• I••••••••• A••••••• L••Dec 16, 2025 · Affiliated broker-dealer or bank to independent RIA
- J•••• B•••••• A•••••• from T••••• A••••••• S•••••••• I•••Dec 12, 2025 · Affiliated broker-dealer or bank to independent RIA
- L•••• M••• R•••• from T••••• A••••••• S•••••••• I•••Dec 12, 2025 · Affiliated broker-dealer or bank to independent RIA
- S••••••• M•••• B•••• from O••••• I••••••••• A•••••••• I•••Nov 20, 2025 · RIA to RIA
- D•••• A••••• P••• from H•••••• • W•••• A•••• M••••••••• I•••May 13, 2025 · Affiliated broker-dealer or bank to independent RIA
- E••• K• S•••• from A•••• F•••••••• F••••••••• L••Jul 12, 2023 · RIA to RIA
- C••••••••• C••••• from W•••• A••••••• S•••••••May 26, 2023 · Affiliated broker-dealer or bank to independent RIA
- E•••• W•••••• J••••• from F••••Feb 10, 2023 · RIA to RIA
- A••• T••• G••••••• from M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Mar 4, 2021 · Wirehouse to independent RIA
- M•••••• M•••• R••••••• from W•••• F•••• A•••••••Sep 12, 2019 · Wirehouse to independent RIA
- B•••• M••••• from U•• F•••••••• S••••••• I•••Jan 12, 2018 · Other
- M•••• D•••• from C••••••• M••••••••• A•••••••• I•••May 31, 2017 · Other
- J••• C•••••• P••••• from L••••• W••••••Apr 21, 2017 · Other
- S••••• N••• H•••••• from F••••• I•••••••••Jun 13, 2016 · Other
Teams: two or more advisors moving together within fourteen days, from one state
- 2 joined from T••••• A••••••• S•••••••• I•••Jun 9, 2025 · Princeton, Nj
- 3 joined from B••••• T••••Dec 1, 2017 · Morristown, Nj · Firm absorbed
- 3 joined from T•• M•• G••••• I•••Dec 31, 2015 · Parsippany, Nj · Firm absorbed
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- M••••••••• B••••••• A•••• · General Counsel Officercontrolsince 12/2021 · owns less than 5%
- M•••••• T••• N•• · Chief Compliance Officercontrolsince 12/2023 · owns less than 5%
- M•••••• B•••• · Exec Managing Dir Invest Strategycontrolsince 01/2018 · owns less than 5%
- M•••••• V••••••• O• · Presidentcontrolsince 02/2017 · owns less than 5%
- V••••••• A•••••••• · Presidentcontrolsince 06/2026 · owns less than 5%
Entity owners
- B••••• T•••• C•••••• · Ownerdirect · owns 75% or more
- P•••••••• B••• · Ownerindirect · owns 75% or more of B••••• T•••• C••••••
- P•••••••• F•••••••• S•••••••• I••• · Ownerindirect · owns 75% or more of The P•••••••• B••• · public reporting company
Related persons
Schedule D 7.A
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Morristown, Nj · principal | 28 | 7 | 5 | 1 |
Offices
Schedule D 1.F, the 25 largest
- New York, NY4 employees
- Iselin, NJ1 employees
ADV anomalies
5 against comparable advisers; where to look, not conclusions
- control person changedChange between filings · filing Jul 27, 2026V••••••• A•••••••• (PRESIDENT) appeared on Schedule A between the filings of 2024-01-23 and 2026-07-27peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Jul 27, 2026M•••••• V••••••• O• (PRESIDENT) left Schedule A between the filings of 2024-01-23 and 2026-07-27peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Jul 27, 2026M•••••• B•••• (EXEC MANAGING DIR INVEST STRATEGY) appeared on Schedule A between the filings of 2024-01-23 and 2026-07-27peers: independent wealth managers, $1B to $5B (1,362)
- control person changedChange between filings · filing Jul 27, 2026M•••••• T••• N•• (CHIEF COMPLIANCE OFFICER) left Schedule A between the filings of 2024-01-23 and 2026-07-27peers: independent wealth managers, $1B to $5B (1,362)
- advisors up RAUM flatCombination · filing Mar 30, 2026the advisor count grew 25 percent or more while RAUM stayed within 5 percent: hiring or an acquisition ahead of assets, or assets that did not follow. RAUM $4,352,787,884 to $4,442,205,744, advisors 31 to 39, private clients 2786 to 2830, offices 2 to 4 (2025-03-29 to 2026-03-30)peers: independent wealth managers, $1B to $5B (1,362)
What changed
consecutive filings, newest first
- Accounts · 2,889 to 2,939Jan 8, 2026 to Mar 30, 2026
- Advisory employees · 38 to 43Jan 8, 2026 to Mar 30, 2026
- Charity clients · 38 to 41Jan 8, 2026 to Mar 30, 2026
- Corporate clients · 53 to 55Jan 8, 2026 to Mar 30, 2026
- HNW clients · 1,664 to 2,007Jan 8, 2026 to Mar 30, 2026
- Individual clients · 1,122 to 823Jan 8, 2026 to Mar 30, 2026
- Pooled vehicle clients · unset to 0.0Jan 8, 2026 to Mar 30, 2026
- Assets in custody · $3.7B to $3.8BJan 8, 2026 to Mar 30, 2026
- Employees · 46 to 51Jan 8, 2026 to Mar 30, 2026
- State-registered IARs · 31 to 39Jan 8, 2026 to Mar 30, 2026
- Discretionary RAUM · $4.2B to $4.3BJan 8, 2026 to Mar 30, 2026
- HNW RAUM · $2.8B to $3.2BJan 8, 2026 to Mar 30, 2026
- Individual RAUM · $1.3B to $894MJan 8, 2026 to Mar 30, 2026
- Non-discretionary RAUM · $151M to $185MJan 8, 2026 to Mar 30, 2026
- Pension RAUM · $43.9M to $46.5MJan 8, 2026 to Mar 30, 2026
- Pooled vehicle RAUM · unset to 0.0Jan 8, 2026 to Mar 30, 2026
- RAUM · $4.4B to $4.4BJan 8, 2026 to Mar 30, 2026
- Wrap assets (sponsor) · $3.4B to $3.8BJan 8, 2026 to Mar 30, 2026
- Other offices · 2 to 4Mar 29, 2025 to Jan 8, 2026
- Accounts · 2,833 to 2,889Jun 7, 2024 to Mar 29, 2025
- Advisory employees · 42 to 38Jun 7, 2024 to Mar 29, 2025
- Charity clients · 40 to 38Jun 7, 2024 to Mar 29, 2025
- Corporate clients · 54 to 53Jun 7, 2024 to Mar 29, 2025
- HNW clients · 1,566 to 1,664Jun 7, 2024 to Mar 29, 2025
- Individual clients · 1,158 to 1,122Jun 7, 2024 to Mar 29, 2025
- Assets in custody · $3.4B to $3.7BJun 7, 2024 to Mar 29, 2025
- Employees · 45 to 46Jun 7, 2024 to Mar 29, 2025
- Financial planning clients · 1-10 to 1-10Jun 7, 2024 to Mar 29, 2025
- State-registered IARs · 32 to 31Jun 7, 2024 to Mar 29, 2025
- Discretionary RAUM · $3.9B to $4.2BJun 7, 2024 to Mar 29, 2025
- HNW RAUM · $2.8B to $2.8BJun 7, 2024 to Mar 29, 2025
- Individual RAUM · $961M to $1.3BJun 7, 2024 to Mar 29, 2025
- Non-discretionary RAUM · $139M to $151MJun 7, 2024 to Mar 29, 2025
- Pension RAUM · $41.6M to $43.9MJun 7, 2024 to Mar 29, 2025
- RAUM · $4.0B to $4.4BJun 7, 2024 to Mar 29, 2025
- Accounts · 2,675 to 2,833Jan 25, 2024 to Mar 29, 2024
- Charity clients · 50 to 40Jan 25, 2024 to Mar 29, 2024
- Corporate clients · unset to 54.0Jan 25, 2024 to Mar 29, 2024
- HNW clients · 1,787 to 1,566Jan 25, 2024 to Mar 29, 2024
- Individual clients · 817 to 1,158Jan 25, 2024 to Mar 29, 2024
Signals
19 dated events
- S••••• N••• H•••••• left B••••• T•••• for B••••• P••••• A•••••••• L•• (registered 2026-08-21)Aug 18, 2026 · Advisor changed firm · fact
- 2 advisors left B••••• T•••• (Morristown, NJ) for C•••••• on the same dayJul 21, 2026 · Team lift-out · derived
- E•••• W•••••• J••••• left B••••• T•••• for C•••••• (registered 2026-09-02)Jul 21, 2026 · Advisor changed firm · fact
- E••• K• S•••• left B••••• T•••• for C•••••• (registered 2026-07-30)Jul 21, 2026 · Advisor changed firm · fact
- N•••• N••• left B••••• T•••• for P••••••• W••••• M••••••••• G••••• L•• (registered 2026-08-07)Jun 26, 2026 · Advisor changed firm · fact
- R••• M•••• left B••••• T•••• for C•••••• (registered 2026-08-13)May 28, 2026 · Advisor changed firm · fact
- C•••••• B• D•••••• left B••••• T•••• for C••• S••••• P••••••• (registered 2025-09-16)Aug 18, 2025 · Advisor changed firm · fact
- M•••••• M•••• R••••••• left B••••• T•••• for F•••• M•••••••• C•• L•• (registered 2025-08-14)Aug 4, 2025 · Advisor changed firm · fact
- 2 advisors left T••••• A••••••• S•••••••• I••• (Princeton, NJ) for B••••• T•••• within 8 daysJun 9, 2025 · Team lift-out · derived
- K•••••• P••• L••••••• left B••••• T•••• for P•••••• C••••• G•••• A•••• M••••••••• (registered 2025-06-04)Jun 5, 2024 · Advisor changed firm · fact
- Nmn Tom Mathew (Chief Compliance Officer) appeared on Schedule A of B••••• T••••Jan 23, 2024 · Control person joined · fact
- Paul K•••••• L••••••• (Chief Compliance Officer) no longer on Schedule A of B••••• T•••• (listed 2023-03-29, absent 2024-01-23)Jan 23, 2024 · Control person left · inference
- A••• T••• G••••••• left B••••• T•••• for S•• W••••• A•••••••• L•• (registered 2023-09-13)Sep 13, 2023 · Advisor changed firm · fact
- Allen Bennett Macdougall (General Counsel) appeared on Schedule A of B••••• T••••Mar 30, 2022 · Control person joined · fact
- George Leonard Gleason (General Counsel) no longer on Schedule A of B••••• T•••• (listed 2022-02-25, absent 2022-03-30)Mar 30, 2022 · Control person left · inference
- B••••• T•••• reported RAUM $3.0B, up 39% from $2.1B (2019-03-31 to 2019-05-14)May 14, 2019 · RAUM change · derived
- B••••• T•••• reported RAUM $2.4B, up 98% from $1.2B (2017-03-09 to 2018-03-31)Mar 31, 2018 · RAUM change · derived
- B••••• I••••••••• A••••••• S•••••••• I••• reported succeeding to the business of Another Adviser (Form ADV Item 4)Apr 30, 2015 · Succession (Item 4) · fact
- B••••• I••••••••• A••••••• S•••••••• I••• filed its initial SEC registration (Form ADV)Apr 30, 2015 · ria f•••• adv filing · 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
- Business email
- support@beacontrust.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 866-377-8090reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 973-377-8090reportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 973-410-3111reportedpublished by the firm, firm site, Sep 15, 2026
- Website
- B•••••TRUST.COMreportedpublic record, Form ADV, Sep 19, 2026
- Principal office phone
- 973-377-8090reportedpublic record, Form ADV, Jul 27, 2026
- Contact form
- BEACONTRUST.COM/contact-usreportedpublished by the firm, firm site, Sep 15, 2026
- Team page
- BEACONTRUST.COM/about/our-peoplereportedpublished by the firm, firm site, Sep 15, 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
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $148Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026