Duncan Financial
- Company typePrivate
- Founded1986
- HeadquartersCarlsbad, United States
- Headcount1–10
- GTM typeB2B and B2C
- OfferingServices
Duncan Financial firmographics
Firmographics- Name
- Duncan Financial
- Legal name
- Beacon Pointe Advisors
- Website
- https://duncanfinancial.com
- Company type
- Private
- Founded year
- 1986
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Ownership category
- akta.pro rank
Duncan Financial industry classification
Industry- Product category
- Wealth Management Services
- NAICS
- Portfolio Management and Investment Advice (523940), Portfolio Management and Investment Advice (52394)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)
Keywords
Where Duncan Financial is headquartered
LocationHeadquarters
- HQ city
- Carlsbad
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Duncan Financial business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Investment Advisory Services: Fee-based investment advisory services for high-net-worth individuals, families, and institutional clients. Revenue is generated through advisory fees typically charged as a percentage of assets under management.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels6 records
Duncan Financial product offering
Product offeringCore offering
Beacon Pointe Advisors is an independent registered investment advisory firm that provides fee-based wealth management, financial planning, and institutional investment consulting services. Core offerings include Private Wealth Solutions (estate, tax, retirement, healthcare, insurance, and investment planning for individuals and families), Family Office Solutions (white-glove multi-generational planning for ultra-high-net-worth clients), Plan Sponsor Solutions (retirement plan advisory for employers), and Institutional Consulting (including Outsourced CIO and nonprofit/foundation advisory). Revenue is generated through recurring advisory fees typically charged as a percentage of assets under management.
Product overview
Beacon Pointe Advisors operates as a registered investment advisory firm offering a unified suite of wealth management services. The core offerings include Private Wealth Solutions (comprehensive financial planning, estate planning, tax planning, investment management, retirement planning, healthcare planning, and insurance/asset protection), Family Office Solutions (multi-generational planning with white-glove concierge service), Plan Sponsor Solutions (retirement plan advisory for employers), and Services for Institutions (consulting for endowments, foundations, and institutional investors). Supporting offerings include Outsource CIO Services, HerWorth™ Insights for women investors, and Impact Investing for values-based portfolios.
Differentiator
Problem solved
Functional benefit
Products and services
- Private Wealth Solutions
Companies that use Duncan Financial
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles4 records
Duncan Financial technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Duncan Financial partnerships and signals
Strategic signalScale indicators4 records
Recent moves1 record
Expansion highlights6 records
Duncan Financial competitors and assessment
Company assessmentDirect peers
- Creative Planning: One of the largest independent RIAs in the U.S., offering fee-only financial planning and investment management to HNW individuals nationwide. Closely comparable in scale, multi-office footprint, and breadth of wealth services.
- Rockefeller Capital Management: Independent, family-controlled wealth and asset management firm serving UHNW individuals, families, and institutions. Competes directly in the family office and institutional consulting segments Beacon Pointe targets.
- Fisher Investments: Large independent, privately held investment advisory firm primarily serving HNW individuals and institutional clients. Comparable scale, fee-only AUM-based model, and direct overlap in private wealth and institutional mandates.
- Bessemer Trust: Privately held wealth management and investment advisory firm focused on UHNW families, foundations, and endowments. Direct competitor for family office solutions, multi-generational planning, and institutional OCIO mandates.
- Brown Brothers Harriman Wealth Management: Privately held, partnership-owned wealth management and investment advisory firm with strong UHNW family office and institutional practices. Highly comparable on independence, multi-generational focus, and institutional rigor.
- Mariner Wealth Advisors: Large independent national RIA serving HNW/UHNW individuals, families, and institutions with comprehensive financial planning and investment management. Direct competitor for advisor recruiting, family office services, and institutional consulting mandates.
Broad incumbents
- Goldman Sachs Personal Financial Management: Mass-affluent and HNW wealth advisory arm of a global investment bank. Competes for the same HNW client base with deep investment capabilities and brand, though bundled into a much larger institutional parent.
- Cambridge Investment Research: Large independent broker-dealer and RIA platform supporting thousands of financial advisors across the U.S. Competes for advisor talent and end-client wealth relationships through a hybrid model comparable to Beacon Pointe's independent RIA structure.
- Edelman Financial Engines: Large national RIA offering wealth management and 401(k) advisory services to individuals and plan sponsors. Direct overlap in the Plan Sponsor Solutions and individual wealth segments, with significantly greater scale and digital infrastructure.
- Focus Financial Partners: Leading partnership of independent RIAs and wealth management firms. Provides scale, capital, and infrastructure to affiliated RIAs and is a comparable consolidator/incumbent in the same national RIA marketplace.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Duncan Financial social profiles
Digital presenceDuncan Financial financial estimates
Financial estimateRevenue estimate
Valuation estimate
Duncan Financial leadership team
Management profileNumber of profiles
Profiles1 record
Duncan Financial funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Duncan Financial M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Duncan Financial
What does Duncan Financial do?
Beacon Pointe Advisors is an independent registered investment advisory firm that provides fee-based wealth management, financial planning, and institutional investment consulting services. Core offerings include Private Wealth Solutions (estate, tax, retirement, healthcare, insurance, and investment planning for individuals and families), Family Office Solutions (white-glove multi-generational planning for ultra-high-net-worth clients), Plan Sponsor Solutions (retirement plan advisory for employers), and Institutional Consulting (including Outsourced CIO and nonprofit/foundation advisory). Revenue is generated through recurring advisory fees typically charged as a percentage of assets under management.
Is Duncan Financial a public or private company?
Duncan Financial is a private company. It is classified as management employee owned and is currently operating.
When was Duncan Financial founded?
Duncan Financial was founded in 1986. It employs 1 to 10 people.
Where is Duncan Financial based?
Duncan Financial is headquartered in Carlsbad, United States, in the North America region.
How does Duncan Financial make money?
One revenue line is on record: investment Advisory Services.
Who are Duncan Financial's main competitors?
Direct peers on record are Creative Planning, Rockefeller Capital Management, Fisher Investments, Bessemer Trust, Brown Brothers Harriman Wealth Management and Mariner Wealth Advisors. Broad incumbents are Goldman Sachs Personal Financial Management, Cambridge Investment Research, Edelman Financial Engines and Focus Financial Partners.
Does Duncan Financial have an API?
No public API is recorded for Duncan Financial.
What industry is Duncan Financial in?
Duncan Financial's product category is Wealth Management Services. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAAACAE, Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers). Its NAICS code is 523940 and its SIC code is 6282.