National Retirement Planning Experts

National Coverage
Local Professionals

BEACON INVESTMENT ADVISORS LLC

7 Brookes Avenue
Gaithersburg, Maryland 20877
Tel: 301-670-1700

Need a Financial Advisor?
Compare Vetted Advisors

About BEACON INVESTMENT ADVISORS LLC

BEACON INVESTMENT ADVISORS LLC, formally registered with the SEC as BEACON INVESTMENT ADVISORS LLC. The firm was established in 06/03/2022. They have over 1 offices throughout the country.

BEACON INVESTMENT ADVISORS LLC is a Gaithersburg, Maryland based Financial Planning firm with nearly $257,803,803 assets under management, offering retirement planning & investment advisory services to 452 clients. The firm is staffed with 1 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#127368
SEC#801-125799
Assets Managed by Firm$257,803,803
No. of Clients452
No. of Advisors1

Fee Structure

  • A percentage of AUM

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Firm Client Information

No. of ClientsAUM
Firm Total452$257,803,803
Individuals (other than high net worth individuals)53$29,531,058
High net worth individuals53$165,035,609
Pension and profit sharing plans7$14,106,561
Corporations or other businesses2$49,130,575

More Retirement Planning firms in Gaithersburg, Maryland:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
T. ROWE PRICE ASSOCIATES, INC.
100 East Pratt Street
Baltimore, MD, 21202
$1,752,267,028,98846963814
T.ROWE PRICE INVESTMENT MANAGEMENT, INC.
100 East Pratt Street
Baltimore, MD, 21202
$193,065,874,99768114
BROWN ADVISORY
901 South Bond Street, Suite 400
Baltimore, MD, 21231-3340
$108,331,371,64323317657
PROSHARE ADVISORS LLC
7272 Wisconsin Avenue, 21st Floor
Bethesda, MD, 20814
$65,095,381,946126101
PNC CAPITAL ADVISORS LLC
One East Pratt Street, Fifth Floor - East
Baltimore, MD, 21202
$37,701,864,167516254

Explore More Retirement Advisors in Gaithersburg, Maryland