# Beacon Pointe Advisors

> Beacon Pointe Advisors (iPhone/iPad app by Beacon Pointe Holdings, LLC.)

- Source: https://appshunter.io/ios/app/beacon-pointe-advisors/id6752405006 (this page in markdown: same URL + `.md`)
- Developer: [Beacon Pointe Holdings, LLC](https://appshunter.io/developer/1513655609)
- Category: Finance
- Price: Free
- Age rating: 4+
- Requires: iOS 15.1 · 45 MB
- Languages: English
- Released: 2025-09-17
- Data updated: 2026-06-21
- User reviews in markdown: https://appshunter.io/ios/app/beacon-pointe-advisors/id6752405006/reviews.md

## What is Beacon Pointe Advisors?

See your complete financial picture and interact with your financial advisor.

Personal wealth management doesn’t have to be complicated. At Beacon Pointe, we power financial plans with aligned investment portfolios customized to help clients reach their goals. The Beacon Pointe app provides an intuitive financial dashboard of your finances, a document vault, interactive reports, budgeting tools and more – all in a secure and easy-to-use mobile app.

TOP FEATURES

• A personalized, interactive dashboard that displays your complete financial picture.

• A document vault for securely storing, sending and receiving files with your wealth advisor.

• Dynamic reports with current investment information.

• Budgeting tools, and more.


## Version history (last 4 releases)

### 19.0.1 — 2026-06-13

Bug fixes and enhancements

### 14.0.0 — 2026-01-25

Bug fixes and enhancements

### 10.0.0 — 2025-10-08

Bug fixes and enhancements

### 9.1.0 — 2025-09-17

No release notes.

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## More apps by Beacon Pointe Holdings, LLC

- [Beacon Pointe](https://appshunter.io/ios/app/beacon-pointe/id1513655610)
- [Beacon Pointe Events](https://appshunter.io/ios/app/beacon-pointe-events/id6463457829)

All apps by Beacon Pointe Holdings, LLC: https://appshunter.io/developer/1513655609

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-21.*