This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 11-30-2005
- Office Locations
- 1
Office Locations
About Beacon Financial Advisors
Beacon Financial Advisors is an independent, father-son registered investment advisor providing fiduciary financial planning and portfolio management. The firm focuses on executives and entrepreneurs/business owners, helping coordinate retirement plans, stock options and corporate benefits and acting as a personal CFO, alongside risk management and estate/succession planning. Custodied at Charles Schwab.
Reported data analysis
What the numbers show
Between March 28, 2025 and March 30, 2026, reported AUM increased 14.2%, from $199.6M to $228.0M.
Across 5 reported observations, AUM increased 24.4% between October 21, 2022 and March 30, 2026, from $183.3M to $228.0M.
Of the latest reported AUM, 92.0% is discretionary and 8.0% is non-discretionary.
The firm reports 3 advisory representatives and 49 clients, or 16.3 clients per representative. That equates to $4.7M in reported AUM per client.
The profile lists 1 reported office location and 20 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Beacon Financial Advisors's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
Unlock the underlying categories and values
The full Beacon Financial Advisors record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
BENJAMIN DAVIS ROBINS
Chief Compliance Officer, President
- CRD
- #6079352
- Ownership
- 75% or more
RONALD M ROBINS
Founder
- CRD
- #2294445
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Connor Brett Abernathy
Financial Advisor
- CRD
- #7944242
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $209,838,795 | $578,068 |
| Non-Discretionary | $18,173,685 | $9,086,843 |
| Total | $228,012,480 | $624,692 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Beacon Financial Advisors has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.