Bernard Patrick McGloin
Financial advisor at Beacon Pointe Advisors, LLC
Last updated 2026-10-10
Claim your profileBernard Patrick McGloin is a financial advisor at Beacon Pointe Advisors, LLC, CRD 7062941. IAPD registration began 2023-10-23.
Registration
- CRD number
- 7062941
- Registration status
- Active
- IAPD registration
- 2023-10-23
- Industry Experience
- 2 years
- Work Experience
- 23 years
- States registered
- CA, TX
Licenses and exams
No state licenses or exam codes are listed on the registration.
Designations
- Chartered Financial Analyst
Work history
- 2003-10 to 2023-09 · BNY Mellon Wealth Management · Newport Beach, CA
- 2023-09 to Present · Beacon Pointe Advisors · Newport Beach, CA
Current employment
- Beacon Pointe Advisors, LLC · Newport Beach, CA
Beacon Pointe Advisors, LLC
- Regulatory AUM
- $54,872,534,714
- Registered advisors
- 466
- Offices
- 189
- Clients per advisor
- 64.2 (Moderate)
- Average AUM per client
- $1.8M (Low)
- High-net-worth client ratio
- 38.4% (Moderate)
Beacon Pointe Advisors, LLC: advisors, services and reported ETF investments
About
Bernard Patrick McGloin is a Chartered Financial Analyst financial advisor at Beacon Pointe Advisors, LLC. The latest record indicates 2 years of industry experience and 23 years of reported work history. Reported roles include Beacon Pointe Advisors, BNY Mellon Wealth Management.
Beacon Pointe Advisors, LLC's firm-level Form ADV reports 466 advisors across 189 offices; approximately 64.2 clients per advisor, average assets per client of $1,833,424, and regulatory AUM of $54.9B; client categories including Individuals (non-HNW), High net worth individuals, Banking or thrift institutions, Investment companies, Pooled investment vehicles, Pension and profit-sharing plans; services including Financial Planning Services, Portfolio Management: Individuals and Small Businesses, Portfolio Management: Investment Companies, Portfolio Management: Pooled Investment Vehicles, Portfolio Management: Businesses or Institutional Clients.
PortfolioFuture's firm-level 13F analysis covers $13.4B across 805 reported ETF positions for the 2026-06-30 reporting period. These are firm-level disclosures, not investments attributed to Bernard Patrick McGloin personally.
Reported ETF positions
Beacon Pointe Advisors reports 805 ETF positions worth $13.4B on Form 13F; the largest are listed.
| Fund | Reported value |
|---|---|
| VOO — Vanguard S&P 500 ETF | $807.8M |
| IVV — iShares Core S&P 500 ETF | $512.8M |
| VTI — Vanguard Morningstar Total Stock Market ETF | $366.2M |
| VEA — Vanguard FTSE Developed Markets ETF | $361M |
| VTV — Vanguard Morningstar Value ETF | $328.7M |
Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
Noteworthy reported investments
Beacon Pointe Advisors's strongest reported position on each research ranking. Institution-level evidence, not this advisor's or any client's holding.
| Ranking | Fund | Reported value | Percentile | Key figures |
|---|---|---|---|---|
| Similar Fund Ranking | CGDV — Capital Group Dividend Value ETF | $26.2M | Top 99.9% | Peer conviction 86.4% · Active return +5.44% |
| Addressable Market | CGDV — Capital Group Dividend Value ETF | $26.2M | Top 99.7% | Addressable AUM $8.7T · Peer conviction 86.4% |
| Residual Alpha | CGMU — Capital Group Municipal Income ETF | $29.9M | Top 99.8% | Residual alpha +0.94% · Residual Sharpe 0.22 |
| Diversification Benefits | PFEB — Innovator U.S. Equity Power Buffer ETF - February | $9.6M | Top 94.5% | Replicability (R²) 79.0% · Residual Sharpe 0.23 |
Historical comparisons from the published research release formed 2026-10-02; not forecasts or recommendations. Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.
What this firm offers
Filed by Beacon Pointe Advisors, LLC on Form ADV.
Client services
- Financial Planning Services
- Individuals and Small Businesses
- Investment Companies
- Pooled Investment Vehicles
- Businesses or Institutional Clients
- Pension Consulting Services
- Selection of Other Advisers
- Educational Seminars or Workshops
- Other Advisory Service
Fee options
- Percentage of Assets Under Management
- Hourly Charges
- Fixed Fees (Other Than Subscription)
- Performance-Based Fees
Business and affiliations
- Accountant or Accounting Firm
- Engaged in Other Business
- Sells Non-Advisory Products or Services
- Other Investment Adviser (Incl. Financial
- Insurance Company or Agency
- Sponsor or GP of Pooled Investment Vehicl
- Adviser to Any Private Fund
Contact
The firm's filed contact details.
Official record
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