Beacon Financial Advisors is an SEC registered investment adviser organized as a corporation with a primary office location in Rye Brook, NY. Its latest Form ADV filing, dated March 30, 2026, reports $228M in regulatory assets under management, 4 employees, and 365 accounts.
Assets Under Management
$228M
Employees
4
Offices
--
Total Clients
49
Primary office
RYE BROOK, NY
800 WESTCHESTER AVENUE, SUITE 641 NORTH, RYE BROOK, NY, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 77.6% of total clients.
Top client categories% of clientsClients
1
HNWI
77.6%
38
2
Individuals
18.4%
9
3
Pension Plans
4.1%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$228Mas of March 30, 2026
Discretionary92.0%
$210M
92% of total RAUM92.0%
Non-discretionary8.0%
$18M
8% of total RAUM8.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$228M
Total Accounts365
10Y AUM Change+$111M (+95.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee12:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.