Dallas, TX Snider Plaza 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

6600 Snider Plaza, Suite 210

Dallas TX 75205

Advisors at this office

4

Advisors at this office

user avatar

Jared T

CFP®

Dallas, TX

Beacon Pointe Advisors, LLC

Jared Tomsu is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Beacon Pointe Advisors, LLC in Dallas, TX. His prior experience includes roles at Frontier Investment Management and The Capital Chart Room, LTD. Beacon Pointe Advisors, LLC offers wealth advisory, financial planning, and outsourced chief investment officer services to a diverse client base, including individuals, corporations, and institutional clients. The firm integrates asset-allocation modeling with third-party independent managers and employs both active and passive investment strategies across various asset classes.

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

Wayne M

CFP®, Series 63

Dallas, TX

Beacon Pointe Advisors, LLC

Wayne Mc Cullough is a CFP® with 27 years of industry experience, currently serving at Beacon Pointe Advisors, LLC since 2022. His prior roles include positions at Benchmark Private Wealth Management, Deutsche Bank Securities Inc., and A. G. Edwards & Sons, Inc. He is also an agent at Beacon Pointe Insurance Services, LLC, where he sells life, health, and accident insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer solutions to individual, corporate, pension, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers, employing both active and passive strategies across public and private asset classes.

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

Rawles B

Series 66

Dallas, TX

Beacon Pointe Advisors, LLC

Rawles Bell is a financial advisor with Beacon Pointe Advisors, LLC in Dallas, TX, holding a Series 66 designation and 14 years of industry experience. His prior work includes roles at Benchmark Private Wealth Management, Innovation Partners, and Beacon Pointe Insurance Services, where he also acts as an insurance agent. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, implementing strategies primarily through allocations to third-party independent managers selected via a proprietary due-diligence process. The firm offers discretionary wealth management, financial planning, retirement plan consulting, outsourced CIO solutions, and sponsors proprietary investment vehicles.

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

Gregory M

Series 63, Series 65

Dallas, TX

Beacon Pointe Advisors, LLC

Gregory Mykytyn is a financial advisor at Beacon Pointe Advisors, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Beacon Pointe Advisors in 2025, he worked for Commerce Street Investment Management and Commerce Street Capital LLC from 2016 to 2025. Beacon Pointe Advisors provides wealth advisory, consulting, financial planning, retirement-plan services, and outsourced chief investment officer services to individual investors, corporations, and institutional clients. The firm combines asset-allocation modeling with third-party independent managers and employs both active and passive strategies across public and private asset classes.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
View complete list of advisors at this office
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