Beacon Financial Advisory Revenue, Growth & Competitor Profile

DBA BEACON FINANCIAL ADVISORY LLC
DBA BEACON FINANCIAL PARTNERS LLC

Company Profile & Annual Report for Beacon Financial Advisory

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Beacon Financial Advisory Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	N/AExact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	52311 Investment Banking & Securities Dealing 541611 Administrative Management & General Management Consulting Services
Address	25825 Science Park Drive Suite 110 Cleveland, OH 44122

Note: Revenues for privately held companies are statistical evaluations.


Beacon Financial Advisory's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Beacon Financial Advisory's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Beacon Financial Advisory is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Beacon Financial Advisory Annual Revenue and Growth Rate

Beacon Financial Advisory	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Beacon Financial Advisory's revenues are gauged from an analysis of company filings.

Beacon Financial Advisory's Income Statement (based on Industry Averages)

Beacon Financial Advisory P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Market Share of Beacon Financial Advisory's Largest Competitors

A competitive analysis shows these companies are in the same general field as Beacon Financial Advisory, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Beacon Financial Advisory. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
EQUITY TRUST	Westlake, OH	100
EQUITY ADMINISTRATIVE SERVICES	Westlake, OH	98
ANCORA HOLDINGS GROUP	Mayfield Heights, OH	28
BROWN GIBBONS LANG	Cleveland, OH	22
RISC POINT ADVISORY GROUP LIMITED	Cleveland, OH	17
RMS INVESTMENT GROUP	Cleveland, OH	10

Other Companies at 25825 Science Park Drive, Cleveland OH

Company	Headquarters	Revenue ($ MM)
GE CURRENT A DAINTREE	Beachwood, OH	100
PEPPER PIKE SPANISH COVE LP	Beachwood, OH	24
NEUROWAVE SYSTEMS	Beachwood, OH	1
COMMONWEALTH INDUSTRIES	Beachwood, OH	0

Future Competition: Beacon Financial Advisory's Fastest Growing Competitors

These companies are in the same general field as Beacon Financial Advisory and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)