BEACON INVESTMENT ADVISORY SERVICES, INC.
Legal name: BEACON TRUST
CRD #226547 SEC #801-96256 MORRISTOWN, NJ 973-377-8090
SEC Registered
Total AUM
$4.4B
Discretionary
$4.2B
Employees
46
Clients
10
Accounts
2,889
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $4.4B | $4.2B | $150.9M | 46 | 0 |
| Jun 2024 | $4B | $3.9B | $138.7M | 45 | 0 |
| Mar 2024 | $4B | $3.9B | $138.7M | 45 | 0 |
| Jan 2024 | $3.5B | $3.3B | $169M | 48 | 0 |
| Jan 2024 | $3.5B | $3.3B | $169M | 48 | 0 |
| Mar 2023 | $3.5B | $3.3B | $169M | 48 | 0 |
| Oct 2022 | $4.1B | $3.9B | $192M | 45 | 0 |
| Jul 2022 | $4.1B | $3.9B | $192M | 45 | 0 |
| Mar 2022 | $4.1B | $3.9B | $192M | 45 | 0 |
| Feb 2022 | $3.7B | $3.6B | $151M | 45 | 0 |
| Mar 2021 | $3.7B | $3.6B | $151M | 45 | 0 |
| Jan 2021 | $3.4B | $3.3B | $102M | 46 | 0 |
| Sep 2020 | $3.4B | $3.3B | $102M | 46 | 0 |
| Jun 2020 | $3.4B | $3.3B | $102M | 46 | 0 |
| Mar 2020 | $3.4B | $3.3B | $102M | 46 | 0 |
| Jan 2020 | $3B | $2.9B | $87M | 37 | 0 |
| May 2019 | $3B | $2.9B | $87M | 37 | 0 |
| Mar 2019 | $2.1B | $2.1B | $78.5M | 34 | 0 |
| Nov 2018 | $2.4B | $2.3B | $60.1M | 34 | 0 |
| Mar 2018 | $2.4B | $2.3B | $60.1M | 34 | 0 |
| Mar 2017 | $1.2B | $1.2B | $0 | 27 | 300 |
| Mar 2016 | $1.2B | $1.2B | $0 | 17 | 300 |
| Jan 2016 | $1.3B | $1.3B | $0 | 14 | 300 |
| Dec 2015 | $1.3B | $1.3B | $0 | 14 | 300 |
| Sep 2015 | $125.5M | $125.5M | $0 | 14 | 300 |
| Apr 2015 | $125.5M | $125.5M | $0 | 14 | 300 |
DateMar 2025
Total AUM$4.4B
Discretionary$4.2B
Non-Disc.$150.9M
Employees46
Clients0
DateJun 2024
Total AUM$4B
Discretionary$3.9B
Non-Disc.$138.7M
Employees45
Clients0
DateMar 2024
Total AUM$4B
Discretionary$3.9B
Non-Disc.$138.7M
Employees45
Clients0
DateJan 2024
Total AUM$3.5B
Discretionary$3.3B
Non-Disc.$169M
Employees48
Clients0
DateJan 2024
Total AUM$3.5B
Discretionary$3.3B
Non-Disc.$169M
Employees48
Clients0
DateMar 2023
Total AUM$3.5B
Discretionary$3.3B
Non-Disc.$169M
Employees48
Clients0
DateOct 2022
Total AUM$4.1B
Discretionary$3.9B
Non-Disc.$192M
Employees45
Clients0
DateJul 2022
Total AUM$4.1B
Discretionary$3.9B
Non-Disc.$192M
Employees45
Clients0
DateMar 2022
Total AUM$4.1B
Discretionary$3.9B
Non-Disc.$192M
Employees45
Clients0
DateFeb 2022
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$151M
Employees45
Clients0
DateMar 2021
Total AUM$3.7B
Discretionary$3.6B
Non-Disc.$151M
Employees45
Clients0
DateJan 2021
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$102M
Employees46
Clients0
DateSep 2020
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$102M
Employees46
Clients0
DateJun 2020
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$102M
Employees46
Clients0
DateMar 2020
Total AUM$3.4B
Discretionary$3.3B
Non-Disc.$102M
Employees46
Clients0
DateJan 2020
Total AUM$3B
Discretionary$2.9B
Non-Disc.$87M
Employees37
Clients0
DateMay 2019
Total AUM$3B
Discretionary$2.9B
Non-Disc.$87M
Employees37
Clients0
DateMar 2019
Total AUM$2.1B
Discretionary$2.1B
Non-Disc.$78.5M
Employees34
Clients0
DateNov 2018
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$60.1M
Employees34
Clients0
DateMar 2018
Total AUM$2.4B
Discretionary$2.3B
Non-Disc.$60.1M
Employees34
Clients0
DateMar 2017
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees27
Clients300
DateMar 2016
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees17
Clients300
DateJan 2016
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees14
Clients300
DateDec 2015
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees14
Clients300
DateSep 2015
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees14
Clients300
DateApr 2015
Total AUM$125.5M
Discretionary$125.5M
Non-Disc.$0
Employees14
Clients300