RIA Intel›Advisers›California›BEACON FINANCIAL PARTNERS, LLC

BEACON FINANCIAL PARTNERS, LLC

Advisory

CA

Data as of Jan 30, 2026 · Source: SEC Form ADV

Rank in CA

#4,010

of 5,480 advisers by AUM

Average account

$1M

across 26 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients26

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

26 clients

15 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

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RETIREMENT SOLUTIONS LLC

LOS ANGELES, CA

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THOMPSON & THOMPSON INVESTMENT ADVISORS, INC.

$28M

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