Beacon Financial Advisory Llc
- Regulatory AUM
- $901M
- Discretionary
- $901M
- Clients
- 1,556
- Avg AUM / client
- $579K
- Accounts
- 2,542
- Employees
- 13
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,263 | $257M | 28.6% |
| High net worth individuals | 286 | $616M | 68.3% |
| Pension and profit sharing plans | 5 | $27.4M | 3.05% |
| Charitable organizations | 2 | $255K | 0.03% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Deborah Lynn George | Chief Compliance Officer | Dec 2014 (12y) | Less than 5% | |
| Gregory Giller Randall | Chief Executive Officer / Managing Member | Dec 2014 (12y) | 75% or more | |
| Dale Rubin | Registered representative | May 2015 (11y) | ||
| Raymond Matthew Tropp | Registered representative | Jun 2015 (11y) | ||
| Thomas Michael Genco | Registered representative | CFP | Aug 2015 (11y) | |
| Alan Edward Yanowitz | Registered representative | Oct 2015 (11y) | ||
| Joseph Charles Randazzo | Registered representative | CFP | Aug 2016 (10y) | |
| Karl Randall | Registered representative | Mar 2020 (6y) | ||
| Jonathan Lee Mistofsky | Registered representative | Feb 2021 (5y) | ||
| William Patrick Matejka | Registered representative | Mar 2021 (5y) | ||
| Ryan David Cass | Registered representative | Sep 2023 (3y) | ||
| Susan Marie Wanamaker | Registered representative | CFP | Nov 2023 (3y) | |
| Philip O'toole | Registered representative | Nov 2023 (3y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • SELECTION OF OTHER ADVISERS FEES
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $830M (92% of AUM) Mar 2026
- Fidelity Brokerage Services $25.3M (3% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗