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.

Advisor moves

Arrivals at Beacon Pointe Advisors, LLC

A move is two dates on IAPD: the day a person’s registration through one firm ended and the day a registration through another began. The type reads the class of each firm. This is the movement tape the mobility research is validated against; it says what happened, never why, and never who is about to.

AdvisorFromToTypeLeftRegistered
Kevin Michael KleinMorton Wealth independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 16, 2025Apr 7, 2026 (112 d)
Vikki Diane LenhartHart & Patterson Financial Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 15, 2025Jul 3, 2025
Steven Lee BlankenshipHeritage Financial Planning independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 12, 2025Jul 20, 2025
Mary Sample ChastainHeritage Financial Planning independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 12, 2025Jul 20, 2025
Matthew Scott MoserMoser Wealth Advisors independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 5, 2025Oct 15, 2025
Miles Bearden BeckCharles Schwab & Co., Inc. national BDBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIANov 14, 2025Nov 24, 2025
Donald Patrick LordThe Family Firm, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 3, 2025Sep 24, 2025
Stacy Kelly BakriThe Family Firm, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 3, 2025Sep 23, 2025
Katherine Barrett FriesThe Family Firm, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 3, 2025Oct 16, 2025
Charles Anderson MooreThe Family Firm, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 3, 2025Sep 17, 2025
Stephen Paul DalyThe Family Firm, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIANov 3, 2025Sep 16, 2025
Emma Moran SmithWilliam Blair & Company L.L.C. BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAOct 29, 2025Oct 24, 2025
Hongyu LiuAlliancebernstein L.P. asset managerBeacon Pointe Advisors, LLC independent RIAOtherOct 29, 2025Mar 23, 2026 (145 d)
Christopher Carl AndrysiakSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Nov 4, 2025
Frank Carmine NapolitanoSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Oct 14, 2025
Laura Elizabeth WilliamsSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Oct 15, 2025
Edward Joseph SampSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Nov 13, 2025
Marina CekaniSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Oct 17, 2025
Joshua Sansby TrubowSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Nov 4, 2025
Brendan Walter Gybbon SpilsburySensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Jan 2, 2026 (66 d)
Marie Elizabeth St. ClareSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Oct 15, 2025
Aimee Plouffe PolleySensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Nov 4, 2025
Brandon Charles GarneauSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Oct 29, 2025
Olivia Martha HarrisonSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 28, 2025Nov 7, 2025
Meryl Eileen FeysBradley Wealth LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAOct 8, 2025Nov 7, 2025
Louis Christopher AmbrosioAmore Ambro, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIASep 12, 2025Aug 29, 2025
Jessica Pence ShoreWaypoint Wealth Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAAug 19, 2025Jul 15, 2025
Alan Scott AlderferLPL Financial LLC BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 13, 2025Aug 15, 2025
William Floyd DayLPL Financial LLC BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 7, 2025Aug 6, 2025
Jason Tyler GergelyLPL Financial LLC BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAAug 6, 2025Aug 7, 2025
Daniel Joseph BloomJentner Wealth Management independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 25, 2025Jul 25, 2025
Matthew Ryan JentnerJentner Wealth Management independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 25, 2025Aug 1, 2025
Seth Michael JentnerJentner Wealth Management independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 25, 2025Aug 1, 2025
Jesse Christopher LazarJentner Wealth Management independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 25, 2025Jul 22, 2025
Chad Alan SmithHeritage Financial Planning independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 18, 2025Jul 20, 2025
Allison G GeigerHeritage Financial Planning independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 18, 2025Jul 20, 2025
Courtney Brooke HutchinsonWaypoint Wealth Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 8, 2025Jul 15, 2025
Charles Lee BowesWaypoint Wealth Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 8, 2025Jul 18, 2025
Annette Eriksen BrintonWaypoint Wealth Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 8, 2025Jul 18, 2025
Rania GhawiWaypoint Wealth Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 8, 2025Jul 30, 2025
Rachel Ann Calvert SowersWaypoint Wealth Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 8, 2025Jul 21, 2025
Daniel Wain CampbellWaypoint Wealth Partners independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 8, 2025Jul 21, 2025
Michael Scott BergenLPL Financial LLC BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJul 7, 2025Jul 17, 2025
Sally Woo NgThe Wealth Consulting Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 3, 2025Jul 10, 2025
Sandrea Joyce CrivellariUBS Financial Services Inc. wirehouseBeacon Pointe Advisors, LLC independent RIAWirehouse to independent RIAJun 30, 2025Jul 18, 2025
Michael Anthony DubisMichael A. Dubis Financial Planning, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJun 26, 2025Jun 2, 2025
Gunnar HimmelJanney Montgomery Scott LLC BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJun 9, 2025Jul 31, 2025 (52 d)
Lucia Burleigh ShahHart & Patterson Financial Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJun 2, 2025Jul 10, 2025 (38 d)
Gregory Lawrence MykytynCommerce Street Investment Management institutionalBeacon Pointe Advisors, LLC independent RIAOtherMay 30, 2025Jun 7, 2025
Jeanette Sonya Ng UrrutiaThe Wealth Consulting Group independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAApr 23, 2025Mar 25, 2025
Michael John SkillmanFaith Investor Services mixed wealthBeacon Pointe Advisors, LLC independent RIARIA to RIAApr 18, 2025Dec 5, 2025 (231 d)
Austin James RigheimerNorthrock Partners, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 14, 2025Mar 31, 2025
Rashedul Hasan KhanJ.P. Morgan Securities LLC wirehouseBeacon Pointe Advisors, LLC independent RIAWirehouse to independent RIAMar 7, 2025Mar 31, 2025
Jeremiah M KeatingMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseBeacon Pointe Advisors, LLC independent RIAWirehouse to independent RIAFeb 18, 2025Mar 6, 2025
Mark P HaserArtemis Financial Advisors independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 9, 2025Feb 5, 2025
Elizabeth Leigh BivingsArtemis Financial Advisors independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 9, 2025Feb 5, 2025
Maria FaleyevArtemis Financial Advisors independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 9, 2025Feb 5, 2025
Robert Tyler SantamariaCommonwealth Financial Network national BDBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 16, 2025Jan 31, 2025
Allison Ruckey KvikstadEllevest independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJan 6, 2025Jan 9, 2025
Valerie Isabel MarquezEllevest independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJan 6, 2025Jan 7, 2025
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369 moves match.