| 1. Constitution Capital Equity Partners LP CRD 147248 · Limited Partnership | ANDOVER, MA | $5.3B May 2026 | +$176.8M+3.5% | +$740.8M+16.4% | +$2.2B+70.2% | +$4.3B+471.7% | +15 employees+28.8% over 3Y | +4 accounts+13.8% over 3Y |
| 2. Tiger Iron Capital, LLC CRD 283006 · Limited Liability Company | ANDOVER, MA | $4.2B May 2026 | +$763.9M+22.4% | +$991.2M+31.2% | +$2.8B+202.9% | +$3.8B+1030.8% | +2 employees+50.0% over 3Y | +5 accounts+50.0% over 3Y |
| 3. Retirement Resources Investment Corporation CRD 47723 · Corporation | ANDOVER, MA | $2.4B Apr 2026 | +$452.4M+22.7% | +$1.1B+80.3% | +$1.2B+91.4% | +$2.1B+590.6% | 0 employees+0.0% over 3Y | +50 accounts+20.1% over 3Y |
| 4. Constitution Capital Pm, L. P. CRD 319678 · Limited Partnership | ANDOVER, MA | $910.8M Mar 2026 | +$201.1M+28.3% | +$235.1M+34.8% | — | — | +15 employees+28.8% over 3Y | 0 accounts+0.0% over 3Y |
| 5. Cox Capital Management LLC CRD 117593 · Limited Liability Company | ANDOVER, MA | $361.0M Feb 2026 | +$56.6M+18.6% | +$88.1M+32.3% | +$155.6M+75.8% | +$281.4M+353.8% | -1 employees-20.0% over 3Y | +116 accounts+25.1% over 3Y |
| 6. Abbot Financial Management, INC CRD 111040 · Corporation | ANDOVER, MA | $303.0M Sep 2025 | +$29.1M+10.6% | +$60.3M+24.9% | +$90.0M+42.3% | +$182.0M+150.3% | -1 employees-20.0% over 3Y | +35 accounts+7.3% over 3Y |