Best Financial Advisors in BEVERLY, Massachusetts

Ranked by SEC regulatory data — fees, complaints, and fiduciary status. Updated quarterly.

7

Registered Firms

0.95%

Median Fee

of assets/year

$730M

Median AUM

7

Firms Listed

in our database

Top-Ranked Advisors in BEVERLY

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC

BEVERLY, MA · Since 1986

$730M AUM6 clientsFee: 0%

FiduciaryFee-Only

CABOT WEALTH MANAGEMENT

BEVERLY, MA · Since 1983

$1.2B AUM8 clientsFee: 0%

FiduciaryFee-Only

FAMILY FIDUCIARY SERVICES, INC.

BEVERLY, MA · Since 2020

$254M AUM5 clientsFee: 0%

FiduciaryFee-Only

EASTERLY INVESTMENT PARTNERS LLC

BEVERLY, MA · Since 2019

$2.8B AUM27 clientsFee: 0%

FiduciaryFee-Only

BLUEDOOR PRIVATE WEALTH, LLC

BEVERLY, MA · Since 2024

$337M AUM4 clientsFee: 0%

FiduciaryFee-Only

PARK STATE ASSET MANAGEMENT LLC

BEVERLY, MA · Since 2025

$192M AUM4 clientsFee: 0%

FiduciaryFee-Only

BROOKWOOD ADVISORS, LLC

BEVERLY, MA · Since 2026

$964M AUM3 clientsFee: 0%

FiduciaryFee-Only

Frequently Asked Questions

How are advisors ranked?

We use a Red Flag Score (0–100) based on SEC Form ADV disclosures. Firms lose points for disciplinary events, complaints, broker-dealer conflicts, and fees above the 90th percentile for their area.

What's the average financial advisor fee in BEVERLY?

The median advisory fee in BEVERLY, MA is 0.95% of assets under management per year, based on Form ADV filings from 7 registered firms.

Where does this data come from?

All data is sourced from SEC.gov Form ADV public filings and FINRA BrokerCheck. These are mandatory regulatory disclosures — every registered advisor must file them.