# Beacon Pointe Advisors, Los Angeles CA: Reviews

Source: Local AI Registry, https://localairegistry.com/biz/ca/los-angeles/beacon-pointe-advisors-los-angeles-ca. Free to reuse with a link back.

By Steve Lee, founder and CEO of Local AI Registry. Updated 2026-08-03.

Canonical: https://localairegistry.com/biz/ca/los-angeles/beacon-pointe-advisors-los-angeles-ca

## Photos

- ![Photo 1](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsduyzvg00bpye1rn7a8b2cq%2F0.jpg)
- ![Photo 2](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsduyzvg00bpye1rn7a8b2cq%2F1.jpg)
- ![Photo 3](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsduyzvg00bpye1rn7a8b2cq%2F2.jpg)
- ![Photo 4](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsduyzvg00bpye1rn7a8b2cq%2F3.jpg)
- ![Photo 5](https://localairegistry.com/api/photo?src=https%3A%2F%2Fseoaesthetic-assets.sfo3.cdn.digitaloceanspaces.com%2Fphotos%2Fcmsduyzvg00bpye1rn7a8b2cq%2F4.jpg)


## In short

Beacon Pointe Advisors is a financial planner in Los Angeles, CA. Its AI Score is 25 of 100, which is poor.

What each mark on this page means: https://localairegistry.com/methodology#marks


## Key facts

| Fact | Value |
| --- | --- |
| Type | Financial planner |
| Address | 11601 Wilshire Blvd Suite 1950, Los Angeles, CA 90025, USA |
| Hours | Mon to Fri 8:30 AM to 5 PM · Closed Sat to Sun |
| Phone | (310) 269-1876 |
| Rating | 5.0 across 11 reviews on Google |
| Updated | August 3, 2026 |


## All the details

Every row is something the owner can add or correct. Each one is marked Confirmed, Visitor submitted or AI guess, with where it came from.

| Group | Fact | Value | Mark | Evidence |
| --- | --- | --- | --- | --- |
| Location info | Address | 11601 Wilshire Blvd Suite 1950, Los Angeles, CA 90025, USA | Confirmed | Google Business Profile |
| Location info | Description | At Beacon Pointe Advisors in Los Angeles, CA, our financial advisor team provides personalized financial planning and investment management to help you feel confident about your financial future. Whether you're planning for retirement, growing your wealth, or navigating important life milestones, we’re here to guide you every step of the way. We proudly serve individuals and families throughout the Los Angeles area with strategies tailored to your unique goals and financial needs. | Confirmed | Google Business Profile |
| Location info | Hours | Mon to Fri 8:30 AM to 5:00 PM · Sat to Sun Closed | Confirmed | Google Business Profile |
| Location info | Name | Beacon Pointe Advisors | Confirmed | Google Business Profile |
| Location info | Phone | (310) 269-1876 | Confirmed | Google Business Profile |
| Hours | Monday | 8:30 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Tuesday | 8:30 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Wednesday | 8:30 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Thursday | 8:30 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Friday | 8:30 AM to 5:00 PM | Confirmed | Google Business Profile |
| Hours | Saturday | Closed | Confirmed | Google Business Profile |
| Hours | Sunday | Closed | Confirmed | Google Business Profile |
| Services | Service | Client access | From their website | Business website |
| Services | Service | Corporate employees | From their website | Business website |
| Services | Service | Disclosures | From their website | Business website |
| Services | Service | Divorce financial planning | From their website | Business website |
| Services | Service | Drsaurfinancial com | From their website | Business website |
| Services | Service | Estate planning | From their website | Business website |
| Services | Service | Financial planning | From their website | Business website |
| Services | Service | Form 92460 | From their website | Business website |
| Services | Service | Form 92471 | From their website | Business website |
| Services | Service | Form 93191 | From their website | Business website |
| Services | Service | Form 94000 | From their website | Business website |
| Services | Service | Form 94040 | From their website | Business website |
| Services | Service | Get started | From their website | Business website |
| Services | Service | Healthcare planning | From their website | Business website |
| Services | Service | Herworth insights | From their website | Business website |
| Services | Service | Investment management | From their website | Business website |
| Services | Service | Minnesota financial advisors | From their website | Business website |
| Services | Service | New jersey financial advisors | From their website | Business website |
| Services | Service | Podcasts | From their website | Business website |
| Services | Service | Retirement planning | From their website | Business website |
| Services | Service | Scottsdale financial advisors | From their website | Business website |
| Services | Service | Sudden wealth planning | From their website | Business website |
| Services | Service | Tax planning | From their website | Business website |
| Services | Service | Thought leadership | From their website | Business website |
| Services | Service | Wealth management | From their website | Business website |
| Services | Service | Women investors | From their website | Business website |
| Services | Service | Women s advisory institute | From their website | Business website |
| Team | Los Angeles, CA |  | Confirmed | Google Business Profile |
| Links | Website | https://beaconpointe.com/financial-advisors/ca/los-angeles/?utm_source=google&utm_medium=GBP | Confirmed | Google Business Profile |


## Services and prices

These are the 27 services Beacon Pointe offers, with the price where we have one and where it came from.

| Service | Price | Price mark | Price evidence | Service mark |
| --- | --- | --- | --- | --- |
| Financial planning |  |  |  | From their website |
| Form 92460 |  |  |  | From their website |
| Investment management |  |  |  | From their website |
| Herworth insights |  |  |  | From their website |
| Healthcare planning |  |  |  | From their website |
| Estate planning |  |  |  | From their website |
| Women s advisory institute |  |  |  | From their website |
| Corporate employees |  |  |  | From their website |
| Disclosures |  |  |  | From their website |
| Divorce financial planning |  |  |  | From their website |
| Drsaurfinancial com |  |  |  | From their website |
| Tax planning |  |  |  | From their website |
| Thought leadership |  |  |  | From their website |
| Wealth management |  |  |  | From their website |
| Women investors |  |  |  | From their website |
| Client access |  |  |  | From their website |
| Minnesota financial advisors |  |  |  | From their website |
| New jersey financial advisors |  |  |  | From their website |
| Podcasts |  |  |  | From their website |
| Retirement planning |  |  |  | From their website |
| Scottsdale financial advisors |  |  |  | From their website |
| Sudden wealth planning |  |  |  | From their website |
| Form 94040 |  |  |  | From their website |
| Get started |  |  |  | From their website |
| Form 94000 |  |  |  | From their website |
| Form 93191 |  |  |  | From their website |
| Form 92471 |  |  |  | From their website |


### Known for

Share your review link so AI can say what you're known for


## The team

1 person is named on this page.


### Los Angeles, CA

| Field | Value | Mark | Evidence |
| --- | --- | --- | --- |


## Visiting Beacon Pointe

Address: 11601 Wilshire Blvd Suite 1950, Los Angeles, CA 90025, USA. Phone: (310) 269-1876. Hours: Mon to Fri 8:30 AM to 5 PM · Closed Sat to Sun. (Confirmed, Google Business Profile.)


### Location info from Google Business Profile

From Google Business Profile: "At Beacon Pointe Advisors in Los Angeles, CA, our financial advisor team provides personalized financial planning and investment management to help you feel confident about your financial future. Whether you're planning for retirement, growing your wealth, or navigating important life milestones, we’re here to guide you every step of the way. We proudly serve individuals and families throughout the Los Angeles area with strategies tailored to your unique goals and financial needs."


### Parking and getting in

Add your parking so AI can tell people where to park

Add how to find your door so AI can walk people in


### Nearby

| Place | Type | Distance |
| --- | --- | --- |
| Bluestone Lane Brentwood Coffee Shop | Coffee shop | 1 min walk |
| Wilshire / Federal | Bus stop | 1 min walk |
| Wilshire / Federal | Bus stop | 1 min walk |
| CAFE BRIO | Sandwich shop | 1 min walk |
| Metro Auto Parks | Parking garage | 1 min walk |
| Sham India's Oven 🇮🇳 | Indian restaurant | 2 min walk |


## Reputation

5.0 average across 11 reviews: Google 11. (Confirmed, read August 3, 2026.)

Beacon Pointe Advisors stands out for its personalized financial guidance and the expertise of its dedicated advisors. (AI guess, from 11 reviews.)


### What people like

- Julia Cummings' exemplary service
- Responsive communication about portfolio changes
- Effective tax guidance for retirement


### Press

Add a press story so AI can say who's written about you


### Awards

Add an award so AI can name it


### Directories

Get listed in directories so AI can tell you're real


## Questions people ask


### cancellation list here, is there one


### what does Beacon Pointe actually get right?


### services here, what do people go in for?


### somewhere cheaper in Los Angeles that is not a risk?


### best financial planner in Los Angeles


### Are the hours on Google right for Beacon Pointe in Los Angeles?


### where does this place post updates


### walking in for a first visit, what happens


### worth it or not, what do the regulars say


### is there parking at Beacon Pointe or is it street only?


### picking between the two, is Empress Investment the safer bet?


### anyone been on a Saturday, were they trading


### prices round here, anyone got a number


### do I need to book this place or can I just turn up?


### killing time on Wilshire, any ideas


### Any membership pricing at Beacon Pointe?


## The AI Score: 25 of 100

It measures how likely AI engines are to recommend a business, and how accurately. Los Angeles financial planners run 22 to 41. Fair starts at 45, good at 65. Beacon Pointe scores 25, level with the Los Angeles average. The same method scores every business on the registry.

| Signal | Weight | Score | What it measures | Beacon Pointe |
| --- | --- | --- | --- | --- |
| Retrieval grounding | 26 | 0 | Whether you appear in the ranked results AI retrieves and cites: AI-Overview citations, organic top-10 for your money queries, and the Bing index ChatGPT leans on. | Poor |
| Off-property attestation | 20 | 39 | Volume and consistency of what others say about you: YouTube mentions, branded web mentions, third-party “best-of” lists. The cause of retrievability. | Poor |
| AI visibility | 14 | 0 | Whether ChatGPT, Gemini, Perplexity, and AI Overviews name you, and whether they name you for the right service. | Poor |
| Reviews & response | 12 | 53 | The star average is only one input. We also read volume, velocity, the specificity of review language, and response cadence. Specific reviews are what AI quotes verbatim. | Fair |
| Backlink & citation authority | 8 | 62 | Domain authority and editorial quality of the sources that attest to you. | Fair |
| Google Business Profile | 8 | 90 | Required and recommended fields; update cadence. The listing AI pulls from first. | Good |
| Speed & mobile | 7 | 67 | Core Web Vitals at the 75th percentile, on a real phone. | Good |
| Content freshness & schema | 5 | 63 | Crawl recency, intent alignment, valid JSON-LD, canonicals. | Fair |

Full method: https://localairegistry.com/methodology

How AI decides what to say about a financial planner: https://localairegistry.com/methodology#how-ai-decides-local-business. What to check before you choose one: https://localairegistry.com/methodology#how-to-choose-local-business


## Entity map

Every person, place, organization and treatment named on this page, with a stable ID and a public reference. The JSON-LD below connects them to each other.

| Entity | Type | ID on this page | Same as | Relationship to Beacon Pointe |
| --- | --- | --- | --- | --- |
| Beacon Pointe Advisors | LocalBusiness | #business | https://beaconpointe.com/financial-advisors/ca/los-angeles/?utm_source=google&utm_medium=GBP | Subject of this page |
| Los Angeles, CA | Person | #team-los-angeles |  |  |
| Los Angeles, California | City | #city |  | City Beacon Pointe is in |
| Local AI Registry | Organization | #publisher | https://localairegistry.com | Publisher of this page |
| Steve Lee | Person | #author | https://localairegistry.com/team/steve-lee | Author of this page |


## Topical map

Where this page sits in the registry. It's one profile among the financial planners in Los Angeles, linked to the lists and towns around it.


### Lists

- Best financial planners in Los Angeles: https://localairegistry.com/leaderboards/ca/los-angeles/financial-planner
- Best businesses in Los Angeles: https://localairegistry.com/leaderboards/ca/los-angeles


### Nearby

- /san-jose: https://localairegistry.com/leaderboards/ca/san-jose
- /san-francisco: https://localairegistry.com/leaderboards/ca/san-francisco
- /san-diego: https://localairegistry.com/leaderboards/ca/san-diego
- /irvine: https://localairegistry.com/leaderboards/ca/irvine
- /mountain-view: https://localairegistry.com/leaderboards/ca/mountain-view
- /santa-clara: https://localairegistry.com/leaderboards/ca/santa-clara


### Every list

- Every leaderboard in California: https://localairegistry.com/leaderboards/ca


## References


### Sources cited

- [1] Google Business Profile, https://www.google.com/maps/place/?q=place_id:ChIJzfqLH2G7woARVRjV1zZQpRo (accessed Aug 3, 2026)
- [2] beaconpointe.com, https://beaconpointe.com/client-access/ (accessed Sep 18, 2026)
- [3] beaconpointe.com, https://beaconpointe.com/clients-we-serve/corporate-employees/ (accessed Sep 18, 2026)
- [4] beaconpointe.com, https://beaconpointe.com/disclosures/ (accessed Sep 18, 2026)
- [5] beaconpointe.com, https://beaconpointe.com/divorce-financial-planning/ (accessed Sep 18, 2026)
- [6] beaconpointe.com, https://beaconpointe.com/drsaurfinancial-com/ (accessed Sep 18, 2026)
- [7] beaconpointe.com, https://beaconpointe.com/estate-planning/ (accessed Sep 18, 2026)
- [8] beaconpointe.com, https://beaconpointe.com/private-wealth-services-financial-planning/ (accessed Sep 18, 2026)
- [9] beaconpointe.com, https://beaconpointe.com/thank-you/form-92460/ (accessed Sep 18, 2026)
- [10] beaconpointe.com, https://beaconpointe.com/thank-you/form-92471/ (accessed Sep 18, 2026)
- [11] beaconpointe.com, https://beaconpointe.com/thank-you/form-93191/ (accessed Sep 18, 2026)
- [12] beaconpointe.com, https://beaconpointe.com/thank-you/form-94000/ (accessed Sep 18, 2026)
- [13] beaconpointe.com, https://beaconpointe.com/thank-you/form-94040/ (accessed Sep 18, 2026)
- [14] beaconpointe.com, https://beaconpointe.com/get-started/ (accessed Sep 18, 2026)
- [15] beaconpointe.com, https://beaconpointe.com/private-wealth-services-healthcare-planning/ (accessed Sep 18, 2026)
- [16] beaconpointe.com, https://beaconpointe.com/herworth-insights/ (accessed Sep 18, 2026)
- [17] beaconpointe.com, https://beaconpointe.com/financial-advisors/ca/los-angeles/ (accessed Sep 18, 2026)
- [18] beaconpointe.com, https://beaconpointe.com/minnesota-financial-advisors/ (accessed Sep 18, 2026)
- [19] beaconpointe.com, https://beaconpointe.com/new-jersey-financial-advisors/ (accessed Sep 18, 2026)
- [20] beaconpointe.com, https://beaconpointe.com/podcasts/ (accessed Sep 18, 2026)
- [21] beaconpointe.com, https://beaconpointe.com/private-wealth-services-retirement-planning/ (accessed Sep 18, 2026)
- [22] beaconpointe.com, https://beaconpointe.com/scottsdale-financial-advisors/ (accessed Sep 18, 2026)
- [23] beaconpointe.com, https://beaconpointe.com/liquidity-event-and-sudden-wealth-planning/ (accessed Sep 18, 2026)
- [24] beaconpointe.com, https://beaconpointe.com/private-wealth-services-tax-planning/ (accessed Sep 18, 2026)
- [25] beaconpointe.com, https://beaconpointe.com/thought-leadership/ (accessed Sep 18, 2026)
- [26] beaconpointe.com, https://beaconpointe.com/womens-advisory-institute/ (accessed Sep 18, 2026)
- [27] beaconpointe.com, https://beaconpointe.com/womens-advisory-institute-leadership/ (accessed Sep 18, 2026)