Beacon Financial Advisors
Beacon Financial Advisors is an SEC-registered ria in Rye Brook, NY with $228.0M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Beacon Financial Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119672, SEC 801-77929, data through 2026-03-30.
- AUM (assets under management / regulatory AUM)
- $228.0M (2026-03-30)
- Firm type
- Ria
- Location
- Rye Brook, NY
- Employees
- 4
- Clients
- 49
- CRD
- 119672
- Ownership
- ROBINS, RONALD, M; ROBINS, BENJAMIN, DAVIS
How much AUM does Beacon Financial Advisors have?
Beacon Financial Advisors reported $228.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-30).
Who owns Beacon Financial Advisors?
Disclosed owners and executives of Beacon Financial Advisors include ROBINS, RONALD, M, ROBINS, BENJAMIN, DAVIS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.