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Beacon Pointe Advisors
NEWPORT BEACH, CA
CRD: 119290
In PWD coverage since August 26, 2026 · 6 stories
$54.9BRegulatory AUMSEC Form ADV · Sep 4
780EmployeesForm ADV
+2Talent net · 12 months2 in · 0 out
Regulatory AUM · Aug 28 – Sep 4
Talent flow · 12 monthsOn the wire →
Net +2 · 2 arrivals · 0 departures
Katie Cullen
Sep 7 · exec change
Departures
None tracked.
PWD coverage
the_tape
The wirehouse liftout turns inward
Merrill and UBS pulled $2.2 billion from Morgan Stanley and Wells Fargo in a week. Wirehouse private wealth units now recruit from one another.