Andover, MA Office

Team
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Beacon Pointe Advisors, LLC logo

Beacon Pointe Advisors, LLC

Enterprise

Firm-wide stats for Beacon Pointe Advisors, LLC

Total advisors

481

Across 100 offices

Clients per advisor

61 Typical

Avg AUM per client

$1,661,951 Very High

HNW client ratio

39% High

About

Beacon Pointe Advisors, LLC provides wealth advisory, consulting, standalone financial planning, retirement-plan (RPS) platform services, and outsourced chief investment officer (OCIO) services to a broad client base that includes individual investors (including high-net-worth clients), corporations, pension and profit‑sharing plans, and other institutional clients. The firm charges asset‑based advisory fees and offers portfolio management for individuals alongside custodian‑based reporting and performance measurement services.

Investment implementation typically combines Beacon Pointe’s asset‑allocation modeling with third‑party Independent Managers drawn from its internally maintained “Focus List,” selected through quantitative and qualitative due diligence and monitored on an ongoing basis. The firm employs both active and passive strategies across public and private asset classes, uses Envestnet’s UMA platform (and SEI in limited instances) for operational support, and provides quarterly performance reporting, plan‑level analytics, and participant education for retirement plans.

Beacon Pointe’s brochure highlights several features that distinguish it from many enterprise peers: it acts as general partner for proprietary private funds (including real estate‑ and credit‑focused vehicles such as the BP Real Estate Opportunities and BP Credit Opportunities funds) and serves as adviser to a continuously offered interval fund (BPMAX), arrangements the firm discloses and describes alongside related conflict‑management policies. The firm also documents legacy/acquired‑firm relationships and fee transitions, discloses related entities (e.g., Port Street Investments, Beacon Pointe GP, and an affiliated insurance agency), and notes institutional relationships and communications practices that go beyond the typical enterprise advisory model.

Based on Beacon Pointe Advisors, LLC

Expertise

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting

Based on Beacon Pointe Advisors, LLC

Location

26 Essex Street

Andover MA 01810

Advisors at this office

5

Advisors at this office

user avatar

Michael K

CFP®, Series 63, Series 65

Andover, MA

Beacon Pointe Advisors, LLC

Michael Kumph is a CFP® with 27 years of industry experience. He is currently with Beacon Pointe Advisors, LLC and previously spent 28 years with The Financial Advisors, LLC, where he served as president and investment adviser representative. He is involved in transitioning his former advisory business following its acquisition. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs a combination of active and passive strategies and offers access to proprietary private funds and a continuously offered interval fund.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
user avatar

Michael D

CFP®, Series 63, Series 65

Andover, MA

Beacon Pointe Advisors, LLC

Michael Dempsey is a CFP® professional with 17 years of industry experience, currently serving at Beacon Pointe Advisors, LLC. He previously worked for The Financial Advisors, LLC for 18 years and is involved as treasurer of the Andover Trails Committee, a nonprofit focused on land and river trail conservation. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base including individuals, corporations, and institutional clients. The firm combines active and passive investment strategies with due diligence on third-party managers and maintains proprietary private funds alongside interval fund advisory roles.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
user avatar

Anna L

CFP®, Series 63, Series 65

Andover, MA

Beacon Pointe Advisors, LLC

Anna Larina is a CFP®-designated financial advisor at Beacon Pointe Advisors, LLC with three years of industry experience. She previously served as president and investment advisor representative at The Financial Advisors, LLC for 19 years and is currently involved in transitioning advisory business following an acquisition. Beacon Pointe Advisors, LLC offers wealth advisory, consulting, financial planning, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party Independent Managers across public and private asset classes and provides comprehensive reporting, analytics, and participant education for retirement plans.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
user avatar

Lucas D

CFP®

Andover, MA

Beacon Pointe Advisors, LLC

Lucas Deslauriers is a CFP® professional with three years of industry experience, currently with Beacon Pointe Advisors, LLC. He previously worked at The Financial Advisors, LLC, where he served as president and managed the transition of the advisory business following an acquisition. His background also includes roles at Morgan Stanley and involvement with the Newport Gulls Baseball Club. Beacon Pointe Advisors, LLC provides wealth advisory, financial planning, retirement plan services, and outsourced chief investment officer solutions to a diverse client base including individual investors, corporations, and institutional clients. The firm combines proprietary asset-allocation modeling with third-party independent managers, utilizing both active and passive strategies across public and private markets.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
user avatar

Kevin H

CFP®, Series 65

Andover, MA

Beacon Pointe Advisors, LLC

Kevin Henderson is a CFP® and holds a Series 65 license, with seven years of industry experience. He is currently an advisor at Beacon Pointe Advisors, LLC and previously worked at The Financial Advisors, LLC and Woodside Wealth Management LLC. He also has experience at Raytheon Technologies and Grant Thornton LLP. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs both active and passive strategies across public and private asset classes and uses a combination of proprietary asset-allocation modeling and third-party independent managers.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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