City
Wealth management firms in Beverly, Massachusetts
As of October 2, 2026, 10 wealth management firms, including broker-dealer firms, with their main office in Beverly, Massachusetts reported $2.9 billion in regulatory assets under management; the largest by assets was Cabot Wealth Management, with $1.2 billion.
Showing all wealth firms, including wirehouses and broker-dealer firms. Independent RIAs only
- Wealth management firms
- 10
- Regulatory assets under management
- $2.9 billion
- Average per firm
- $287.6 million
- SEC-registered, of those listed
- 5 of 10 (50.0%)
Firms by assets
| # | Firm | Registration | RAUM | Accounts |
|---|---|---|---|---|
| 1 | Cabot Wealth Management | SEC | $1.2 billion | 1,815 |
| 2 | Ipswich Investment Management Company, Inc | SEC | $730.2 million | 549 |
| 3 | Bluedoor Private Wealth, LLC | SEC | $337.3 million | 432 |
| 4 | Family Fiduciary Services, Inc. | SEC | $254.2 million | 369 |
| 5 | Park State Asset Management LLC | SEC | $192.4 million | 133 |
| 6 | US Advisory Group | State | $65.8 million | 206 |
| 7 | Twin Lights Capital Management LLC | State | $54.9 million | 41 |
| 8 | Eddy Company, LLC | State | $10.6 million | 53 |
| 9 | Queenvest | State | $10.6 million | 78 |
| 10 | Christopher Investment Advisors | State | $2.2 million | 2 |
Wealth management firms in Massachusetts, including every city.
Data as of October 2, 2026, from Form ADV. Sources: SEC registered adviser data (ia100226.zip) and IAPD compilation reports. How the directory is built.