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
Stefan Noah HermannBeacon Trust independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAAug 18, 2026Aug 21, 2026
Casey Daniel PatonSvb Wealth independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAAug 11, 2026Aug 12, 2026
Jeanne Gibson SullivanFinancially In Tune independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAAug 5, 2026May 11, 2026
Philip Clayton LeeFinancially In Tune independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAAug 5, 2026May 6, 2026
Jennifer Dewey KundrotFinancially In Tune independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAAug 5, 2026May 13, 2026
Amanda Anne MageeFinancially In Tune independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAAug 5, 2026May 19, 2026
Bailey Edward YatesVersant Capital Management, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 23, 2026Aug 25, 2026 (33 d)
Mark Alan MeierAdvisory Services Network independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJul 16, 2026Jul 9, 2026
Jackson M BushHarbour Investments, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJun 18, 2026Jul 7, 2026
Darren HemTrb Wealth Management, LLC otherBeacon Pointe Advisors, LLC independent RIAOtherMay 26, 2026Jun 16, 2026
Rachelle Kristine Rodman DixCoyle independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMay 1, 2026Apr 2, 2026
Cody JamesMai Capital Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAApr 10, 2026May 6, 2026
Kristopher Paul BrassardEaton Vance Management asset managerBeacon Pointe Advisors, LLC independent RIAOtherApr 8, 2026Apr 16, 2026
Sheryl Elaine StephensStephens Consulting, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 31, 2026Jan 15, 2026
Michael Glen BaileyMgb Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 30, 2026Mar 13, 2026
Daniel Marcelo DeandaMgb Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 30, 2026Mar 5, 2026
Lyman Hood JacksonFinancial Planning Solutions, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 27, 2026Jan 23, 2026
Tammy K PiochHightower Advisors, LLC BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAMar 19, 2026Mar 24, 2026
Robert Conover MillerThe Financial Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 12, 2026Feb 3, 2026
Michael Paull KumphThe Financial Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 12, 2026Jan 30, 2026
Louis Carl BonaseraThe Financial Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 12, 2026Feb 8, 2026
Anna V LarinaThe Financial Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 12, 2026Feb 8, 2026
Michael Anthony DempseyThe Financial Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 12, 2026Feb 8, 2026
Kevin HendersonThe Financial Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 12, 2026Jan 30, 2026
Lucas DeslauriersThe Financial Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 12, 2026Feb 8, 2026
Frederick Hotchkiss MillerSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 6, 2026Oct 27, 2025
Richard Donald FineSensible Financial Planning And Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAMar 6, 2026Oct 2, 2025
Christopher C WheatonLitman Gregory Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 26, 2026Jan 12, 2026
John Michael BaxmanLitman Gregory Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 26, 2026Jan 12, 2026
Monica Blair MunozLitman Gregory Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 26, 2026Jan 14, 2026
Lesley Estelle CannanLitman Gregory Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 26, 2026Jan 12, 2026
Craig Bernard KellerLitman Gregory Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 26, 2026Jan 22, 2026
Jason Jareth SiedleLitman Gregory Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 26, 2026Feb 26, 2026
Anthony Lawrence GuerrerioLitman Gregory Wealth Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 26, 2026Jan 13, 2026
Nicholas James LindholmPetersen Hastings Wealth Advisors, Inc. independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 19, 2026Aug 18, 2026 (180 d)
Dylan Cole SimonsRaymond James Financial Services Advisors, Inc BD affiliatedBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAFeb 17, 2026Jun 10, 2026 (113 d)
Jackson Miles DorrisCapital Investment Advisors, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAFeb 2, 2026Feb 24, 2026
Andrew Bun ChhorStrategic Advisers LLC national BDBeacon Pointe Advisors, LLC independent RIAAffiliated broker-dealer or bank to independent RIAJan 14, 2026Jan 6, 2026
Tiffani Denise BoskovichCfo4life independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIAJan 12, 2026Mar 5, 2026 (52 d)
Janet Rhodes FriedmanFinancial Planning Solutions, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Jan 23, 2026
Robert Jay AndersonVoyager Capital Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Nov 24, 2025
Richard Howard FingermanFinancial Planning Solutions, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Jan 23, 2026
Margaret Ann DolanFinancial Planning Solutions, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Jan 23, 2026
Victoria Adair BoswellStephens Consulting, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Feb 10, 2026 (41 d)
Jason Alan GuentherStephens Consulting, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Jan 13, 2026
Jill Raeanne CarrStephens Consulting, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Jan 13, 2026
Hunter Kell HardyInvestmenthunter Wealth Services independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Jan 22, 2026
Tyler Joel StephensStephens Consulting, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Jan 13, 2026
Rachael Ann NickelsenVoyager Capital Management, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Nov 19, 2025
Jessica Erin GrybelStephens Consulting, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Jan 15, 2026
Andrew Francis HolmesFinancial Planning Solutions, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Jan 23, 2026
Dillon Frederick DriscollFinancial Planning Solutions, LLC independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 31, 2025Jan 23, 2026
Eileen Murphy O'ConnorHemington Wealth Management independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 18, 2025Dec 18, 2025
Michael Francis BymanHemington Wealth Management independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 18, 2025Nov 25, 2025
Jennifer Lake DawsonHemington Wealth Management independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 18, 2025Nov 25, 2025
Steven Robert CherryHemington Wealth Management independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 18, 2025Nov 24, 2025
Katherine Paige MabryHemington Wealth Management independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 18, 2025Nov 21, 2025
James Cole DelucasHemington Wealth Management independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 18, 2025Nov 21, 2025
Alexandra M MastrotaHemington Wealth Management independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 18, 2025Nov 25, 2025
Carrie Joyce LeinbachHemington Wealth Management independent RIABeacon Pointe Advisors, LLC independent RIARIA to RIADec 18, 2025Nov 25, 2025
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369 moves match.