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

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Top Rated Established Verified7 firms shown

Top-Ranked Advisors in BEVERLY

CABOT WEALTH MANAGEMENT

BEVERLY, MA · Since 1983

$1.2B AUM8 clientsFee: 0%

FiduciaryFee-Only

EASTERLY INVESTMENT PARTNERS LLC

BEVERLY, MA · Since 2019

$2.8B AUM27 clientsFee: 0%

FiduciaryFee-Only

IPSWICH INVESTMENT MANAGEMENT COMPANY, INC

BEVERLY, MA · Since 1986

$730M AUM6 clientsFee: 0%

FiduciaryFee-Only

FAMILY FIDUCIARY SERVICES, INC.

BEVERLY, MA · Since 2020

$254M AUM5 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 Trust Score (0–100) based on SEC Form ADV disclosures. Firms start at a base and receive points for positive signals (fiduciary status, years established, client base) with deductions for disciplinary events, complaints, and conflicts.

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.