Rialytix insights

Top RIA Firms in Beverly, Massachusetts

Explore the top 25 Registered investment advisers, single family offices, multi-family offices and private wealth management firms headquartered in Beverly, Massachusetts. This hub covers 6 matching firms with $5.6B in total reported AUM and median AUM of $533.7M.

Firms

Matching current profiles

Total AUM

$5.6B

Reported regulatory AUM

Median AUM

$533.7M

Across firms with AUM

Largest firm

$2.8B

Easterly Investment Partners LLC

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Top RIAs discovered by AUM

Compare RIAs using AUM growth, employee and account signals

Firm	Location	Current AUM↓	1YR AUM↕	3YR AUM↕	5YR AUM↕	Total AUM↕	Employee Signal↕	Account Signal↕
1. Easterly Investment Partners LLC CRD 299607 · Limited Liability Company	BEVERLY, MA	$2.8B Apr 2026	-$223.2M-7.3%	+$1.5B+111.1%	+$638.5M+29.1%	-$3.3B-54.0%	+6 employees+28.6% over 3Y	-120 accounts-36.3% over 3Y
2. Cabot Wealth Management CRD 107327 · Corporation	BEVERLY, MA	$1.2B Mar 2026	+$157.4M+14.9%	+$354.9M+41.1%	+$284.4M+30.5%	+$731.5M+150.5%	-1 employees-5.9% over 3Y	+73 accounts+4.2% over 3Y
3. Ipswich Investment Management Company, INC CRD 106625 · Corporation	BEVERLY, MA	$730.2M Mar 2026	+$91.9M+14.4%	+$65.4M+9.8%	+$183.6M+33.6%	+$468.4M+179.0%	-1 employees-8.3% over 3Y	+42 accounts+8.3% over 3Y
4. Bluedoor Private Wealth, LLC CRD 301907 · Limited Liability Company	BEVERLY, MA	$337.3M Apr 2026	+$231.3M+218.4%	+$273.7M+430.6%	+$273.7M+430.6%	—	+5 employees+500.0% over 3Y	+343 accounts+385.4% over 3Y
5. Family Fiduciary Services, INC. CRD 146339 · Corporation	BEVERLY, MA	$254.2M Mar 2026	+$79.5M+45.5%	+$117.7M+86.3%	+$136.9M+116.7%	+$149.1M+142.0%	-1 employees-16.7% over 3Y	+156 accounts+73.2% over 3Y
6. Park State Asset Management LLC CRD 336573 · Limited Liability Company	BEVERLY, MA	$192.4M Apr 2026	—	—	—	-$14.2M-6.9%	+1 employees+20.0% over Total	+15 accounts+12.7% over Total

Methodology

Top firms are ranked by their current AUM values. Growth $ and % values compare current reported AUM, employee count, and account counts against the latest historical filing on or before the 1 year, 3 year, and 5 year lookback dates, plus the earliest available historical filing for total growth. Metrics may show a dash where historical filings are unavailable or not reliable enough for the lookback period. This is not investment advice.