| 1. One Charles Private Wealth CRD 286635 · Limited Liability Company | HINGHAM, MA | $1.1B May 2026 | +$158.3M+16.9% | +$472.8M+76.0% | +$579.4M+112.5% | +$834.0M+319.9% | +2 employees+40.0% over 3Y | +58 accounts+18.2% over 3Y |
| 2. New World Advisors LLC CRD 296798 · Limited Liability Company | HINGHAM, MA | $884.9M Apr 2026 | +$162.1M+22.4% | +$431.8M+95.3% | +$581.4M+191.5% | — | 0 employees+0.0% over 3Y | +166 accounts+50.0% over 3Y |
| 3. Aequitas Investment Advisors, LLC CRD 127625 · Limited Liability Company | HINGHAM, MA | $826.1M Mar 2026 | +$116.7M+16.5% | +$141.2M+20.6% | +$202.3M+32.4% | +$304.9M+58.5% | +1 employees+14.3% over 3Y | -17 accounts-1.4% over 3Y |
| 4. Sandy Cove Advisors, LLC CRD 152482 · Limited Liability Company | HINGHAM, MA | $684.9M Mar 2026 | +$103.2M+17.7% | +$322.2M+88.8% | +$424.8M+163.3% | +$557.8M+438.8% | -1 employees-11.1% over 3Y | +281 accounts+36.2% over 3Y |
| 5. Bostonpremier Wealth CRD 282268 · Limited Liability Company | HINGHAM, MA | $525.2M Apr 2026 | +$174.1M+49.6% | — | — | +$202.8M+62.9% | +1 employees+14.3% over 1Y | +1,009 accounts+169.6% over 1Y |
| 6. Afg Fiduciary Services CRD 309943 · Limited Liability Partnership | HINGHAM, MA | $166.3M Mar 2026 | -$62.9M-27.5% | -$8.7M-5.0% | — | — | -1 employees-25.0% over 3Y | -69 accounts-17.6% over 3Y |
| 7. O.f.o. Partners, LLC CRD 297424 · Limited Liability Company | HINGHAM, MA | $110.0M Apr 2026 | — | — | — | — | 0 employees+0.0% over 3Y | — |