A complete list of active advisors currently associated with BCD Advisors

Warmer can help you find a great advisor at BCD Advisors or one who fits your needs even better.

Beacon Capital Distributors Advisors (BCD) provides portfolio management, financial planning, and access to third‑party money managers for individuals (including high‑net‑worth clients), pension and profit‑sharing plans, and business entities. The firm also offers services through wrap‑fee arrangements and the Betterment for Advisors platform for retirement and managed accounts. BCD builds investor profiles and uses asset allocation, fundamental analysis and Modern Portfolio Theory to recommend portfolios and trading strategies, offering both discretionary and advisory (non‑discretionary) arrangements. As disclosed in its brochure, BCD reported roughly $4.9 million in discretionary assets and about $47 million in non‑discretionary assets as of 12/31/2025, indicating most client assets are managed on a non‑discretionary basis. Compared with many team advisors, BCD is affiliated with Harris Financial Solutions, Inc., and routinely recommends third‑party managers and platform providers (including Betterment), with disclosed fee‑sharing arrangements and potential conflicts tied to those relationships. The firm also notes that some associated persons are licensed insurance producers who may offer commissionable products, and it disclosed a 2020 Missouri regulatory order that was resolved with a monetary penalty.

To learn more about the advisors currently working at BCD Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.