| 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 Jun 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 Jun 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 |