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

Beacon Global Advisor Network, LLC

Independent wealth managerAtlanta, GeorgiaCRD 288833SEC 801-110724websiteIAPD
Latest filing Mar 31, 2026
First filing on the tape May 29, 2017 · 61 filings
SEC status approved since Jul 6, 2017
RAUM
$745M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$745M individuals and HNW
Advisors
55
registered through the firm on IAPD
RAUM per advisor
$13.5M
derived; firm RAUM over IAPD count
Employees
61
61 advisory (5.B.1)
Offices
33
beyond the principal office
Private funds
0
reported on Schedule D
History
61 filings and snapshots on the tape
RAUM$745M as of Mar 31, 2026
Mar 30, 2018$109M then
HNW client RAUM$312M as of Mar 31, 2026
Mar 30, 2018$72.5M then
State-registered IARs (5.B.3)61 as of Mar 31, 2026
Mar 30, 201812 then
Employees (5.A)61 as of Mar 31, 2026
Mar 30, 201815 then
Private funds: no history
RAUM n/a over the last fiscal year+64% a year over three
Practice profile
derived from the filing of Mar 31, 2026; every figure names its basis
RAUM per advisor
$13.5MderivedRAUM over IAPD advisors; not a book size
Clients per advisor
25derivedindividual and HNW clients (5.D) over advisors
Average HNW client
$1.7MderivedHNW RAUM over HNW clients
Average account
$406,479derivedRAUM over accounts (5.F.2.f)
Discretionary
100%derivedof RAUM
Institutional
0.0%derivedpensions, charities, corporations, government, insurance, banks, other advisers
Employees per advisor
1.1derivedItem 5.A over advisors
Advisors per office
1.6derived34 offices incl. principal (1.F.5)
RAUM growth, one year
unknownderivedbetween the last two annual amendments
Advisor growth, one year
unknownderivedItem 5.B.3 between annual amendments
Client growth, one year
unknownderived
Compensation
percentage of assets, hourly, fixed fees, otherreportedItem 5.E
Advisory activities
financial planning, portfolio management for individuals, pension consulting, selection of other advisers, otherreportedItem 5.G
Custody
$23.4M, 50 clientsreportedItem 9.A
Ownership
no PE, bank or public-company owner found on Schedule Aderived
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)
  • compensates persons for client referrals (8.G.1)
  • compensates non-employees for client referrals (8.G.2)
  • has custody of client cash or bank accounts (9.A.1.a)
  • has custody of client securities (9.A.1.b)
Where the RAUM sits
Form ADV Item 5.D, latest filing
  • Individuals$433M58%
  • High-net-worth individuals$312M42%
Individual clients
1,203reported
HNW clients
185reported
Pension plan clients
n/areported
Charitable clients
n/areported
Accounts
1,833reported
Financial planning clients
1-10reported
Wrap fee programs
noreported
Custody of client assets
$23.4M for 50 clientsreported
Compensation
% of AUM, fixed, hourlyreported
Class basis
private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=7.0derived
Advisors registered through the firm
55 on IAPD today, longest tenure first
NameBranchHere sinceIn industryPrior firms
Andrew Jordan LandsmanLafayette, CoOct 4, 201815 y1
Michael Charles AbbottAtlanta, Ga Dec 2, 202020 y0
Aaqib Zubair AnwarPudong, ShanghaiMar 15, 202110 y0
Jonathan James George LawsLondonMar 15, 202110 y1
Jon Erlend HolandShanghaiMar 31, 202120 y0
Ian Murray EdwardsJohannesburgMay 3, 202112 y1
Bernard Joseph BuckleyDublin Jun 1, 202110 y0
Eric Charles LindCertified Financial PlannerGenevaMar 14, 202225 y1
Michael Andrew LoveJohannesburgMay 26, 202218 y0
Joshua Alexander Peter WilliamsGenevaDec 13, 202211 y0
James Rupert BolusLyndhurst Terrace CentralMay 11, 202323 y0
Paul FlaminiAtlanta, Ga May 11, 202311 y0
Jonathan Alexander WillisAtlanta, Ga May 17, 202310 y1
Craig Nicholas MurrinAtlanta, Ga Aug 7, 202312 y2
Nicolas Justin MauricioCoral Gables, Fl Aug 10, 202313 y2
Daniel MesaCertified Financial PlannerAtlanta, Ga Aug 10, 202310 y2
Michael Andre JordanMiramar, Fl Sep 8, 202310 y3
Nicholas Henry PalmerAtlanta, Ga Nov 1, 202311 y0
James David Stavros RayburnLondonFeb 27, 202410 y1
Leith Ross AnticevichMauritius Mar 15, 202411 y0
Andere Casanova FuenteChartered Financial AnalystAtlanta, Ga Apr 1, 202413 y0
Damien Patrick HanlyPhiladelphia, Pa Apr 16, 202411 y1
Matthew Thomas HunkeleAtlanta, Ga Apr 18, 202412 y2
Matthew DohertySeattle, Wa Apr 18, 202413 y1
Zachary Douglas ZanghiNew York, Ny Apr 19, 202417 y4
Andrew Blaise AnelloCertified Financial PlannerAtlanta, Ga Apr 26, 202424 y5
Adrian Edward FlambardAlbufeira Apr 30, 202414 y3
Bennett Scott LinskyNew York, Ny May 10, 202410 y0
Giuseppe RiggiRibera, Agrigento Sicily Nov 7, 202422 y6
Edward Hugo Stanley DeaneFarnham Nov 22, 202410 y0
Lee Anne FosterBoca Raton, FlMar 12, 202530 y1
Martin E JensenOmaha, NeApr 25, 202524 y2
Simon Paul BurtonLondonMay 21, 202512 y0
Kyle Christopher DavisLexington, Ky May 29, 202513 y0
Christopher James EmmottSantiagoJul 24, 202510 y0
Myles Edward Sydney DaviesBenfleetAug 19, 202510 y1
Jacob L. SheltonEsteponaSep 9, 202510 y2
Alex David Milligan CockerillSt.ThomasOct 7, 202510 y1
Christopher ThorntonCastletownOct 9, 202512 y2
Amber Lilly VeroniqueHong KongOct 24, 202511 y1
All 55 advisors at Beacon Global Advisor Network, LLC
Advisor movement
9 left, 11 joined in 12 months
net +2 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 16% of current headcount21 left over 36 months
Left, latest
Joined, latest
Every departureEvery arrival
Teams: two or more advisors moving together within fourteen days, from one state
Teams outTeams in
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
  • Benjamin Joseph Gruber · President, Chief Compliance Officercontrol
    since 04/2017 · owns 50% to 75%
  • Yale Randy Landsman · Vice Presidentcontrol
    since 04/2017 · owns 50% to 75%
  • Jill Marion Mitchell · Coo
    since 02/2023 · owns less than 5%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
OfficeAdvisorsJoinedLeftTeams outForming
Atlanta, Ga · principal2102
New York, Ny400
Coral Gables, Fl200
Lake Zurich, Il001
Lakeland, Fl000
Middlesex000
Paris001
Princeton, Tx000
Tetbury001
Dubai0041
Florence000
Fort Myers, Fl000
Offices
Schedule D 1.F, the 25 largest
  • Johannesburg, South Africa4 employees
  • Miami, FL3 employees
  • Dubai, United Arab Emirates3 employees
  • London, United Kingdom2 employees
  • Villeneuve-Loubet, France2 employees
  • Geneva, Switzerland2 employees
  • Grand Baie, Mauritius2 employees
  • Schindellegi, Switzerland2 employees
  • Geneva, Switzerland2 employees
  • London, United Kingdom1 employees
  • London Mayfair, United Kingdom1 employees
  • San Pedro De Aleantara, Spain1 employees
  • Shanghai, China1 employees
  • Shanghai, China1 employees
  • Silema, Malta1 employees
  • Bangkok, Thailand1 employees
  • , 1 employees
  • Cambridge, Cambridgeshire, United Kingdom1 employees
  • Concord, MA1 employees
  • Croydon, United Kingdom1 employees
  • Dubai, United Arab Emirates1 employees
  • Geneva, Switzerland1 employees
  • Hong Kong, Hong Kong1 employees
  • Hove, United Kingdom1 employees
  • London, United Kingdom1 employees
What changed
consecutive filings, newest first
  • Accounts · 1,089 to 1,833
    Dec 26, 2025 to Mar 31, 2026
  • Advisory employees · 60 to 61
    Dec 26, 2025 to Mar 31, 2026
  • BD registered reps · 4 to 7
    Dec 26, 2025 to Mar 31, 2026
  • HNW clients · 85 to 185
    Dec 26, 2025 to Mar 31, 2026
  • Individual clients · 829 to 1,203
    Dec 26, 2025 to Mar 31, 2026
  • Employees · 62 to 61
    Dec 26, 2025 to Mar 31, 2026
  • Insurance-licensed employees · 4 to 0
    Dec 26, 2025 to Mar 31, 2026
  • State-registered IARs · 60 to 61
    Dec 26, 2025 to Mar 31, 2026
  • Discretionary RAUM · $395M to $742M
    Dec 26, 2025 to Mar 31, 2026
  • HNW RAUM · $136M to $312M
    Dec 26, 2025 to Mar 31, 2026
  • Individual RAUM · $261M to $433M
    Dec 26, 2025 to Mar 31, 2026
  • Non-discretionary RAUM · $2.2M to $3.5M
    Dec 26, 2025 to Mar 31, 2026
  • RAUM · $397M to $745M
    Dec 26, 2025 to Mar 31, 2026
  • Advisory employees · 50 to 60
    May 1, 2025 to Dec 26, 2025
  • Advisory activities · 4 to 5
    May 1, 2025 to Dec 26, 2025
  • BD registered reps · 0 to 4
    May 1, 2025 to Dec 26, 2025
  • Employees · 53 to 62
    May 1, 2025 to Dec 26, 2025
  • State-registered IARs · 36 to 60
    May 1, 2025 to Dec 26, 2025
  • Accounts · 361 to 1,089
    Apr 29, 2024 to May 1, 2025
  • Advisory employees · 45 to 50
    Apr 29, 2024 to May 1, 2025
  • HNW clients · 38 to 85
    Apr 29, 2024 to May 1, 2025
  • Individual clients · 337 to 829
    Apr 29, 2024 to May 1, 2025
  • Employees · 48 to 53
    Apr 29, 2024 to May 1, 2025
  • Financial planning clients · 1-10 to 1-10
    Apr 29, 2024 to May 1, 2025
  • State-registered IARs · 30 to 36
    Apr 29, 2024 to May 1, 2025
  • Discretionary RAUM · $291M to $395M
    Apr 29, 2024 to May 1, 2025
  • HNW RAUM · $73.9M to $136M
    Apr 29, 2024 to May 1, 2025
  • Individual RAUM · $218M to $261M
    Apr 29, 2024 to May 1, 2025
  • Non-discretionary RAUM · $489,941 to $2.2M
    Apr 29, 2024 to May 1, 2025
  • RAUM · $292M to $397M
    Apr 29, 2024 to May 1, 2025
  • Discretionary RAUM · $291M to $291M
    Apr 10, 2024 to Apr 29, 2024
  • Non-discretionary RAUM · $722,000 to $489,941
    Apr 10, 2024 to Apr 29, 2024
  • Accounts · 600 to 361
    Sep 7, 2023 to Mar 28, 2024
  • HNW clients · 80 to 38
    Sep 7, 2023 to Mar 28, 2024
  • Individual clients · 391 to 337
    Sep 7, 2023 to Mar 28, 2024
  • Other offices · 34 to 33
    Sep 7, 2023 to Mar 28, 2024
  • Discretionary RAUM · $169M to $291M
    Sep 7, 2023 to Mar 28, 2024
  • HNW RAUM · $72.7M to $73.9M
    Sep 7, 2023 to Mar 28, 2024
  • Individual RAUM · $96.7M to $218M
    Sep 7, 2023 to Mar 28, 2024
  • RAUM · $169M to $292M
    Sep 7, 2023 to Mar 28, 2024
Signals
46 dated events
  • Jerome Philippe Perkins left Beacon Global Advisor Network, Llc for Simpliphi Capital (registered 2026-07-17)
    Jun 9, 2026 · Advisor changed firm · fact
  • Beacon Global Advisor Network, Llc reported RAUM $745.1M, up 88% from $396.9M (2025-12-26 to 2026-03-31)
    Mar 31, 2026 · RAUM change · derived
  • Colin Matthew Kneale left Beacon Global Advisor Network, Llc for Blacktower Financial Management (Us) Llc (registered 2026-02-05)
    Feb 4, 2026 · Advisor changed firm · fact
  • Nick Edward Roley left Beacon Global Advisor Network, Llc for Blacktower Financial Management (Us) Llc (registered 2026-02-06)
    Feb 4, 2026 · Advisor changed firm · fact
  • Mathew Edward Samuel left Beacon Global Advisor Network, Llc for Blacktower Financial Management (Us) Llc (registered 2026-02-05)
    Feb 4, 2026 · Advisor changed firm · fact
  • Nathan Christopher Wennington left Beacon Global Advisor Network, Llc for Blacktower Financial Management (Us) Llc (registered 2026-02-06)
    Feb 4, 2026 · Advisor changed firm · fact
  • Daniel Pinto_Lopes_Da Trindade left Beacon Global Advisor Network, Llc for Blacktower Financial Management (Us) Llc (registered 2026-02-06)
    Feb 4, 2026 · Advisor changed firm · fact
  • 5 advisors left Beacon Global Advisor Network, LLC (Dubai) for Blacktower Financial Management (Us) LLC on the same day
    Feb 4, 2026 · Team lift-out · derived
  • Jonathan Henkels left Beacon Global Advisor Network, Llc for Ameritas Advisory Services, Llc (registered 2026-02-10)
    Jan 28, 2026 · Advisor changed firm · fact
  • Beacon Global Advisor Network, Llc reported 60 state-registered advisory representatives, up from 36 (2025-05-01 to 2025-12-26)
    Dec 26, 2025 · Advisor headcount change · derived
  • Robert Barfield left Beacon Global Advisor Network, Llc for Blacktower Financial Management (Us) Llc (registered 2025-11-24)
    Nov 17, 2025 · Advisor changed firm · fact
  • Graham Bentley left Beacon Global Advisor Network, Llc for Blacktower Financial Management (Us) Llc (registered 2025-11-24)
    Nov 17, 2025 · Advisor changed firm · fact
  • 2 advisors left Blacktower Financial Management (Us) LLC (Castletown) for Beacon Global Advisor Network, LLC within 2 days
    Oct 7, 2025 · Team lift-out · derived
  • Marc J Wein left Beacon Global Advisor Network, Llc for Merrill Lynch, Pierce, Fenner & Smith Incorporated (registered 2025-09-16)
    Sep 2, 2025 · Advisor changed firm · fact
  • Trevor Hull left Beacon Global Advisor Network, Llc for Brookstone Capital Management Llc (registered 2025-09-09)
    Jul 22, 2025 · Advisor changed firm · fact
  • Beacon Global Advisor Network, Llc reported RAUM $396.9M, up 36% from $291.6M (2024-04-29 to 2025-05-01)
    May 1, 2025 · RAUM change · derived
  • Cedric Bernier left Beacon Global Advisor Network, Llc for Dunhill Financial (registered 2025-04-10)
    Mar 26, 2025 · Advisor changed firm · fact
  • Alexander Peter Stojkovic left Beacon Global Advisor Network, Llc for Amerity Wealth Management, Llc (registered 2024-01-23)
    Oct 31, 2024 · Advisor changed firm · fact
  • David Robert Wattles left Beacon Global Advisor Network, Llc for Amerity Wealth Management, Llc (registered 2024-01-24)
    Oct 31, 2024 · Advisor changed firm · fact
  • David Michael Wells left Beacon Global Advisor Network, Llc for Archway Private Wealth Llc (registered 2021-02-24)
    Sep 30, 2024 · Advisor changed firm · fact
  • Ricardo Jorge Jesus left Beacon Global Advisor Network, Llc for Liberty Atlantic Advisors (registered 2023-11-16)
    Sep 30, 2024 · Advisor changed firm · fact
  • Brite Advisors USA, Inc.'s advisors moved to Beacon Global Advisor Network, LLC (New York, NY): 6 of 9 registered, within 6 days
    Jun 4, 2024 · Firm absorbed (people side) · derived
  • Christopher Anthony Griffin left Beacon Global Advisor Network, Llc for Blacktower Financial Management (Us) Llc (registered 2024-05-07)
    May 20, 2024 · Advisor changed firm · fact
  • George Barrie Stainton left Beacon Global Advisor Network, Llc for Hoxton Wealth (registered 2024-05-17)
    Apr 16, 2024 · Advisor changed firm · fact
  • Beacon Global Advisor Network, Llc reported RAUM $291.6M, up 72% from $169.4M (2023-09-07 to 2024-03-28)
    Mar 28, 2024 · RAUM change · derived
  • Scott Patrick Evans left Beacon Global Advisor Network, Llc for Liberty Atlantic Advisors (registered 2023-11-15)
    Mar 21, 2024 · Advisor changed firm · fact
  • Alexander James Ingrim left Beacon Global Advisor Network, Llc for Liberty Atlantic Advisors (registered 2023-11-16)
    Mar 21, 2024 · Advisor changed firm · fact
  • Joshua Craig Fain left Beacon Global Advisor Network, Llc for Amerity Wealth Management, Llc (registered 2025-01-02)
    Dec 21, 2023 · Advisor changed firm · fact
  • 4 advisors left Skybound Wealth USA (Houston, TX) for Beacon Global Advisor Network, LLC within 3 days
    Sep 8, 2023 · Team lift-out · derived
  • Dawn May Bond left Beacon Global Advisor Network, Llc for Amerity Wealth Management, Llc (registered 2022-10-13)
    May 5, 2023 · Advisor changed firm · 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 phone
888-679-6474reportedpublished by the firm, firm site, Sep 16, 2026
Website
BGANETWORK.COMreportedpublic record, Form ADV, Sep 17, 2026
Principal office phone
888-679-6474reportedpublic record, Form ADV, Mar 31, 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
$13.5Mderivedfirm RAUM over the IAPD count; not a book size
Loaded
Sep 14, 2026