Beacon Global Advisor Network provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers. Financial planning was provided to 1–10 clients last fiscal year.
Beacon Global Advisor Network reports 1,388 clients. They include 1,203 individual clients and 185 high-net-worth individuals. Of its assets, 99.5% ($742M across 1,827 accounts) are managed with discretion; $3.46M across 6 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 87% | 58% |
| High-net-worth individuals | 13% | 42% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 1,203 | $433M | 58.1% | $360K |
| High-net-worth individuals | 185 | $312M | 41.9% | $1.69M |
| Total | 1,388 | $745M | 100% | $537K |
- Clients
- 1,203
- Regulatory AUM
- $433M
- AUM share
- 58.1%
- Avg. per client
- $360K
- Clients
- 185
- Regulatory AUM
- $312M
- AUM share
- 41.9%
- Avg. per client
- $1.69M
Total
- Clients
- 1,388
- Regulatory AUM
- $745M
- AUM share
- 100%
- Avg. per client
- $537K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Beacon Global Advisor Network is paid through a percentage of assets under management, hourly charges, fixed fees (other than subscription fees) and other compensation. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Financial Planning and Consulting
- Fixed fee of up to $4,000, payable in installments or in full, or hourly at $300 per hour; fees are negotiable.
- UK Pension Transfer Advice
- Advice on moving a UK pension to a SIPP or QROPS: initial fee of 1.0% to 3.0% of transferred value, plus an annual fee not to exceed 1.50%.
Joseph Gruber owns 50% to 75% of Beacon Global Advisor Network. The leadership team of Beacon Global Advisor Network includes President Joseph Gruber. It has 61 employees.
Leadership
- Joseph GruberPresident, Chief Compliance Officer
- Randy LandsmanVice President
- Marion MitchellCOO
Investment adviser representatives
54 representatives listed in the SEC register as of 9 October 2026.
- Michael Charles Abbott
- Andrew Blaise Anello
- Leith Ross Anticevich
- Aaqib Zubair Anwar
- Dean Arden
- Thomas Martin Bernhardt MR.
- James Rupert Bolus
- Bernard Joseph Buckley
- Simon Paul Burton
- Jack Camille
- Andere Casanova Fuente
- Alex David Milligan Cockerill
- Robin Charles Copley
- Myles Edward Sydney Davies
- Kyle Christopher Davis
- Edward Hugo Stanley Deane
- Nate Cordes DeGroff
- Matthew Doherty
- Ian Murray Edwards
- Christopher James Emmott
- Adrian Edward Flambard
- Paul Flamini
- Darragh Gallagher
- Christopher Anthony Griffin
- Damien Patrick Hanly
- Lee Jordan Harman
- Justin Harris
- Jon Erlend Holand
- Matthew Thomas Hunkele
- Martin E Jensen
- Gareth Huw Jones
- Michael Andre Jordan
- Edward James King
- Elizabeth Anne Kunzler
- Andrew Jordan Landsman
- Jonathan James George Laws
- Eric Charles Lind
- Bennett Scott Linsky
- Michael Andrew Love
- Nicolas Justin Mauricio
- Elizabeth Megret De Serilly Detigny
- Daniel Mesa
- John Morgan
- Craig Nicholas Murrin
- Nicholas Henry Palmer
- James David Stavros Rayburn
- Giuseppe Riggi
- Jacob L. Shelton
- Calvin Thomas
- Christopher Thornton
- Amber Lilly Veronique
- Joshua Alexander Peter Williams
- Jonathan Alexander Willis
- Zachary Douglas Zanghi
Staff
- 61 employees
- 61 in advisory functions
- 61 state-registered reps
- 7 broker-dealer reps
- 14 insurance agents
- 61 soliciting firms
- Owns 50% to 75% of Beacon Global Advisor Network, LLC
Joseph Gruber
Control person · since April 2017
- Owns 50% to 75% of Beacon Global Advisor Network, LLC
Randy Landsman
Control person · since April 2017
Beacon Global Advisor Network’s regulatory assets grew 1.9× from $400M (April 2021) to $745M (March 2026); clients rose from 670 to 1,388 and employees from 56 to 61.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $745M | 1,388 | 61 | 34 |
| May 2025 | $397M | 914 | 53 | 34 |
| April 2024 | $292M | 375 | 48 | 34 |
| March 2023 | $169M | 471 | 48 | 35 |
| March 2022 | $146M | 413 | 50 | 39 |
| April 2021 | $400M | 670 | 56 | 34 |
Besides its headquarters, Beacon Global Advisor Network has 33 offices (15 private residences, listed without an address), with 29 listed addresses in the U.S. and abroad.
Florida · 2 listed addresses
- 150 Alhambra Circle, Coral Gables
- 150 East Palmetto Park Road, Boca Raton
Georgia · 1 listed address
- One Glenlake Parkway, Suite 650, AtlantaHQ
Massachusetts · 1 listed address
- 12 Hawthorne Village, Concord
New York · 1 listed address
- 1330 Avenues of the America, New York
International offices
- 15 MAGNA CLOSE, GREAT ABINGTON, CAMBRIDGE, CAMBRIDGESHIRE, CB216AF, United Kingdom
- 11/12, 229 TOWER ROAD, SILEMA, SLM1601, Malta
- 1201 MARINA PLAZA TOWER, DUBAI MARINIA, DUBAI, United Arab Emirates
- 1904 CAR PO COMMERCIAL BUILDING, HONG KONG, Hong Kong
- 1912 CONCORD TOWER, DUBAI MEDIA CITY, DUBAI, United Arab Emirates
- SA RUE ADRIEN-LACHENAL 26, GENEVA, 1207, Switzerland
- 13TH FLOOR, ONE CROYDON, CROYDON, CR0 0XT, United Kingdom
- AMA AFRICA HOUSE, THE BRAES, JOHANNESBURG, 2191, South Africa
- 9TH FLOOR, TOWER B, 838 S. HUANGPI ROAD, SHANGHAI, 200025, China
- WORLD TRADE CENTRE, GENEVA, 1215, Switzerland
- WORLD TRADE CENTER 1, RTE DE L'AEROPORT, GENEVA, 1215, Switzerland
- PRIORY STREET, LONDON, N88LH, United Kingdom
- ETZELBLICKSTRASSE 1, SCHINDELLEGI, 8834, Switzerland
- SANDRINGHAM DRIVE, HOVE, BN3 6XD, United Kingdom
- 65 CURZON STREET, LONDON MAYFAIR, W1J8PE, United Kingdom
- 103 IVERSON POINT,, LONDON, SE10 0YN, United Kingdom
- 5TH FLOOR, CHAVANICH BUILDING, BANGKOK, 10110, Thailand
- KEMP HOUSE, 152-160 CITY ROAD, LONDON, EC1V 2NX, United Kingdom
- 1752, ROUTE NATIONAL 7, VILLENEUVE-LOUBET, 06270, France
- 20-22 WENLOCK ROAD,, LONDON, N1 7GU, United Kingdom
- 5 BOLTON STREET, LONDON, W1J 8BA, United Kingdom
- 15 F SOUNDWALL PLAZA II, HONG KONG, 00000, Hong Kong
- LANDMARK HOUSE, HOOK, RG27 9HA, United Kingdom
- URB HACIENDA DEL SOL 15 1A, ESTEPONA, 29688, Spain
Other business names
Beacon Global Advisor Network has reported 30 other business names to the SEC.
- 1.618 Financial Services
- Altor Wealth Management
- Austen Morris Associates
- Beacon Global Advisors
- Ben Buckley Finance
- Blackpoint Capital Partners
- Blue Ocean Global Wealth Management
- Cameron James USA
- Chase Buchanan
- Devere & Partners Switzerland Sa
- Ebg International
- Expat Wealth Partners
Show all 30 names
- Ferreira Simoes Enterprises LTD
- Foster Wealth Advisors
- Future Start Financial Planning
- Harrison Brook
- Ifs Hong Kong
- Loadstone Group, LTD
- Paratus Wealth
- Peregrine & Black
- Pyrmont International LTD
- Renascence & Partners LLC
- Rosefinch Investment Advisors
- Silverhall Global Wealth
- The Wealth Genesis
- Titan Wealth International (USA)
- United Management
- W1 Investment Group
- White Knight
- XL Business
Contact and registration details
- Legal name
- Beacon Global Advisor Network, LLC
- Headquarters
- One Glenlake Parkway, Suite 650, Atlanta, GA 30328
- Website
- bganetwork.com
- Phone
- 888-679-6474
- SEC file
- 801-110724
- Structure
- Georgia LLC
- Fiscal year end
- December
Beacon Global Advisor Network uses RL 360 Insurance ($97.4M, 32%), Charles Schwab ($87.8M, 29%) and Interactive Brokers ($62.9M, 21%), among others, as custodians for its separately managed accounts. Beacon Global Advisor Network has custody of $23.4M in client assets for 50 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $87.8M29%
- Novia GlobalNovia Global LTD · Bath · $52.6M17%
- Interactive BrokersInteractive Brokers LLC · Greenwich, CT · $62.9M21%
- RL 360 InsuranceRL 360 Insurance Company, LTD. · Douglas · $97.4M32%
At year end, Beacon Global Advisor Network’s separately managed accounts were mostly in funds (93%).
What the accounts hold
- Stocks2%
- Funds93%
- Registered funds92%
- Pooled vehicles1%
- Bonds2%
- U.S. government and agency bonds1%
- Investment grade corporate bonds1%
- Cash3%
How many clients does Beacon Global Advisor Network have?
Beacon Global Advisor Network has 1,388 clients and manages $745 million for them, as of March 2026. They include 1,203 individual clients and 185 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 31 March 2026
What services does Beacon Global Advisor Network offer?
Beacon Global Advisor Network provides financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
Which custodians does Beacon Global Advisor Network use?
Beacon Global Advisor Network’s separately managed account assets are held at RL 360 Insurance Company, LTD. (Douglas), with $97.4M, Charles Schwab & Co., Inc. (Westlake, TX), with $87.8M, Interactive Brokers LLC (Greenwich, CT), with $62.9M and Novia Global LTD (Bath), with $52.6M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 31 March 2026
How many financial advisors does Beacon Global Advisor Network have?
Beacon Global Advisor Network has 61 investment adviser representatives registered with state securities authorities, out of 61 employees, and 61 perform investment advisory functions. 7 employees are registered representatives of a broker-dealer and 14 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Beacon Global Advisor Network invest in?
At the end of its last fiscal year, Beacon Global Advisor Network’s separately managed accounts held 92% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 2% exchange-traded equities, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar).
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Beacon Global Advisor Network?
Beacon Global Advisor Network’s direct owners are Joseph Gruber (50% to 75%) and Randy Landsman (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 31 March 2026
How does Beacon Global Advisor Network get paid?
Beacon Global Advisor Network is paid through a percentage of assets under management, hourly charges, fixed fees and other compensation. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Beacon Global Advisor Network?
Beacon Global Advisor Network’s main office is at One Glenlake Parkway, Suite 650, Atlanta, GA 30328. Its phone number is 888-679-6474. Its website is bganetwork.com.