Beacon Investment Advisory Services, Inc.
SEC-registered
Wealth Manager · Mid-sized ($1B–$10B)
CRD 226547
· SEC file 801-96256
· Morristown, NJ
· WWW.BEACONTRUST.COM
☆ Save with Pro
ADV data as of Jul 27, 2026
- Regulatory AUM
- $4.4B
- Discretionary
- $4.3B
- Clients
- 2,939
- Avg AUM / client
- $1.5M
- Accounts
- 2,939
- Employees
- 51
AUM over time
$126M
$4.4B
Dec 2014
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 27, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 823 | $894M | 20.1% |
| High net worth individuals | 2,007 | $3.2B | 73.0% |
| Banking or thrift institutions | 0 | $0 | — |
| Investment companies | 3 | $2.5M | 0.06% |
| Pension and profit sharing plans | 10 | $46.5M | 1.05% |
| Charitable organizations | 41 | $40.8M | 0.92% |
| State or municipal government entities | 0 | $0 | — |
| Other investment advisers | 0 | $0 | — |
| Insurance companies | 0 | $0 | — |
| Sovereign wealth funds and foreign official institutions | 0 | $0 | — |
| Corporations and other businesses | 55 | $214M | 4.83% |
People (39)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Murray, Valerie, O | President | Feb 2017 (10y) | Less than 5% | |
| Macdougall, Bennett, Allen | General Counsel | Dec 2021 (5y) | Less than 5% | |
| Mathew, Tom, Nmn | Chief Compliance Officer | Dec 2023 (3y) | Less than 5% | |
| Christopher Charles Perrine | Registered representative | CFP | Jul 2015 (11y) | |
| John Michael Longo | Registered representative | CFA | Jul 2015 (11y) | |
| Patricia Anne Hall | Registered representative | CFP | Jul 2015 (11y) | |
| Christopher William Shagawat | Registered representative | Jul 2015 (11y) | ||
| Michael Andrew Holt | Registered representative | CFP | Sep 2015 (11y) | |
| Diane Liu Allard | Registered representative | CFP | Jan 2016 (11y) | |
| John Joseph Corcoran | Registered representative | Feb 2016 (10y) | ||
| Spencer Scott Marsh | Registered representative | CFA | Feb 2016 (10y) | |
| Stefan Noah Hermann | Registered representative | Jun 2016 (10y) | ||
| John Charles Pawlik | Registered representative | Apr 2017 (9y) | ||
| Maria Dizio | Registered representative | May 2017 (9y) | ||
| Brian Mcgann | Registered representative | Jan 2018 (9y) | ||
| Dawn Marie Avallone | Registered representative | Sep 2018 (8y) | ||
| Diane Marie Radossich | Registered representative | May 2019 (7y) | ||
| Courtney Lynn Frost | Registered representative | Oct 2019 (7y) | ||
| Susan Elizabeth Hayes | Registered representative | Dec 2019 (7y) | ||
| William Daniel Butler | Registered representative | CFA | Dec 2020 (6y) | |
| Timothy Kazachkov | Registered representative | CFP | Sep 2021 (5y) | |
| Matthew Kelly | Registered representative | Sep 2022 (4y) | ||
| Earle William Jarden | Registered representative | CFP | Feb 2023 (3y) | |
| Patrick Michael O'hare | Registered representative | Mar 2023 (3y) | ||
| Christopher Cvitan | Registered representative | CFP | May 2023 (3y) | |
| Lee A Delaporte | Registered representative | Jun 2023 (3y) | ||
| Evan K Smith | Registered representative | CFP | Jul 2023 (3y) | |
| Christina Guidice Duffy | Registered representative | May 2024 (2y) | ||
| Denis Belinskiy | Registered representative | Jan 2025 (2y) | ||
| David Andrew Pitt | Registered representative | CFP | May 2025 (1y) | |
| Lauren Ann Cecala | Registered representative | Aug 2025 (1y) | ||
| Kevin Ryan | Registered representative | Aug 2025 (1y) | ||
| Meghan Ellen Stein | Registered representative | Oct 2025 (1y) | ||
| Samantha Marie Booth | Registered representative | CFP Chartered Financial Consultant | Nov 2025 (1y) | |
| Jason Bennett Apuzzio | Registered representative | Dec 2025 (1y) | ||
| Louis Marc Russo | Registered representative | Dec 2025 (1y) | ||
| Marc Allen Oceanak | Registered representative | CFP | Dec 2025 (1y) | |
| Annamaria Vitelli | Registered representative | Dec 2025 (1y) | ||
| Nicholas Thompson | Registered representative | CFA | Apr 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Beacon Trust Company | Owner | Apr 2015 | A | 75% or more |
| Provident Bank | Owner | Aug 2011 | B | ≈ 56.25% – 100% via Beacon Trust Company |
| Provident Financial Services, Inc. | Owner | Apr 2015 | B | 75% or more of The Provident Bank (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Provident Bank: 75% – 100% of Beacon Trust Company × 75% – 100% direct ≈ 56.25% – 100% of the firm
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) | 03/30/2026 | 1.09 MB | 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
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Selection of other advisers
- • Other services
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 27, 2026.
View current Form ADV (SEC/IAPD) ↗