Beacon Investment Advisory Services, Inc.
● SEC registered since 2015CRD 226547SEC# 801-96256Morristown, NJ
Reg. AUM
$4.44B
Employees
51
Accounts
2,939
Location
Morristown, NJ
Beacon Investment Advisory Services, Inc. assets under management
Beacon Investment Advisory Services, Inc. is a registered investment adviser overseen by the SEC based in Morristown, NJ. The firm has been registered since 2015. It reports $4.4 billion in regulatory assets under management and employs 51 people.
Beacon Investment Advisory Services, Inc. owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Annamaria Vitelli Control | Chief Growth Officer | Under 5% | 2025 |
| Beacon Trust Company Control | Owner | Over 75% | 2015 |
| Bennett Allen MacDougall Control | General Counsel | Under 5% | 2021 |
See all 7 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Beacon Investment Advisory Services, Inc. manage?
Beacon Investment Advisory Services, Inc. reports $4.4 billion in regulatory assets under management on its Form ADV.
How many employees does Beacon Investment Advisory Services, Inc. have?
Beacon Investment Advisory Services, Inc. reports 51 employees.
Where is Beacon Investment Advisory Services, Inc. located?
Beacon Investment Advisory Services, Inc. is based in Morristown, NJ and has been SEC-registered since 2015.
Does Beacon Investment Advisory Services, Inc. disclose fund performance?
Beacon Investment Advisory Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 163 Madison Avenue, Morristown, NJ 07960 |
| Phone | 973-377-8090 |
| Office hours | 9:00 a.m. - 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$4.44B▲ 2%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 14%
Larger than 86% of 16,271 advisers
EmployeesTop 12%
More than 88% of 16,825 advisers
Assets under management
$4.44Bregulatory AUM
Discretionary $4.26BNon-discretionary $185.4M