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Beacon Pointe Advisors - Pleasant Hill

EST. AUM
$210,000,000

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5

CLIENT ACCOUNTS

Firm Details

Metro area Walnut Creek
CRD Number
Website beaconpointe.com
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Overview

Ng Wealth Advisors was acquired by Beacon Pointe Advisors in May 2025. Ng Wealth Advisors is a female-led, independent wealth management firm with approximately $210M in client assets, now part of Beacon Pointe in Northern California and the Bay Area. Founded and directed by mother-daughter partners Sally Ng, CFP®, Jeanette Ng (Urrutia), CFP®, and Carla Yuan, CPA, and supported by advisor Julie Su, CPA, the firm is known for its multigenerational planning expertise and a deeply personalized approach to wealth management that resonates with today’s evolving financial landscape.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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