Top financial advisors in Beverly, MA
We’ve curated a list of the best financial advisors in Beverly, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$4,622,059,000
Number of advisors
3 advisors
| $4,622,059,000 | 3 advisors | |
| 2 |
Assets under management
$135,162,674
Number of advisors
3 advisors
| $135,162,674 | 3 advisors | |
| 3 |
Assets under management
$77,699,721
Number of advisors
2 advisors
| $77,699,721 | 2 advisors | |
| 4 |
Assets under management
$44,206,000
Number of advisors
3 advisors
| $44,206,000 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Beverly, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Beverly. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Altarock Partners Lp
AltaRock Partners LP is a financial advisor firm based in West Palm Beach, Florida, established in 2023. The firm provides portfolio management and investment advisory services to private pooled investment vehicles exempt from registration under the Investment Company Act of 1940. The primary investment objective is long-term capital growth through investments in undervalued equity securities. AltaRock's investment philosophy focuses on thorough analysis of businesses and sustainable competitive advantages. The firm manages approximately $5.4 billion in advisory assets on a discretionary basis as of December 31, 2024. For compensation, investors are typically charged a 1% annual management fee and a 10% performance allocation on net gains. AltaRock may receive research or brokerage services from broker-dealers in connection with client transactions. The firm does not participate in wrap fee programs and does not accept compensation for the sale of securities. AltaRock has a Code of Ethics in place, including personal trading policies, to ensure compliance with fiduciary obligations and securities laws. Investing with AltaRock involves risks such as limited information, economic conditions, lack of diversification, and leverage. The firm addresses potential conflicts of interest through trade allocation procedures and periodic reviews of brokerage relationships. AltaRock has custody of client assets and exercises investment discretion. The firm votes on proxy statements and maintains records of proxy voting activities. There are no reportable legal or disciplinary events related to AltaRock or its personnel.
$4,622,059,000 under management
3 advisors
Fee structure
A percentage of assets under your management
Performance-based fees
Services offered
Portfolio Management For Pooled Investment VehiclesAlapocas Investment Partners, Inc.
Alapocas Investment Partners, Inc. is a financial advisory firm based in Beverly, Massachusetts. It currently has approximately $135,162,674 of assets under management and employs about 3 people. Alapocas Investment Partners, Inc. uses a fee structure of a percentage of assets under your management and fixed fees.
$135,162,674 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Portfolio Management For Individuals And/or Small BusinessesPortfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)Selection Of Other AdvisersBluedoor Private Wealth, LLC
BlueDoor Private Wealth, LLC, established in March 2019, is an investment adviser registered with the SEC, offering Investment Management Services to individuals and high net worth clients. The firm provides discretionary and non-discretionary investment management services, including Financial Planning Services as part of its Investment Management Services. BlueDoor may recommend third-party investment advisers for portfolio management and offers access to insurance and annuity products through a membership agreement with DPL Financial Partners. The firm's fee structure is based on a graduated fee table, charged as a percentage of assets under management. BlueDoor primarily utilizes Charles Schwab & Co. as its custodian and executing broker-dealer. The firm does not engage in wrap fee programs and does not charge performance-based fees. BlueDoor conducts ongoing monitoring of client accounts and provides quarterly reports, with Schwab also issuing quarterly custody statements. The firm has a Code of Ethics in place and does not receive compensation for client referrals. BlueDoor recommends Egan-Jones Proxy Services for proxy voting and has no financial conditions impairing its ability to meet client commitments.
$77,699,721 under management
2 advisors
Fee structure
A percentage of assets under your management
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesUs Advisory Group
US Advisory Group, based in Beverly, MA, has been providing investment advisory services since January 1, 1996. The firm is a registered investment adviser primarily owned by Frederick McDonald III, Christopher McDonald, and Frederick V. McDonald, Jr. US Advisory Group offers discretionary portfolio management services, financial planning services, and financial consulting services. The firm's investment strategies include charting analysis, technical analysis, fundamental analysis, cyclical analysis, and modern portfolio theory. Clients can expect to pay an annual fee of 1.25% for assets up to $1 million and 1.00% for assets above $1 million for portfolio management services. The firm does not participate in wrap fee programs and primarily advises on ETFs and mutual funds. US Advisory Group manages $61,149,812 in client assets on a discretionary basis as of January 30, 2025. The firm acts as a fiduciary and does not accept performance-based fees or engage in side-by-side management. Clients have the option to grant the firm investment discretion, and the firm does not vote client securities. US Advisory Group does not have any disciplinary information to report and does not have custody of client funds. The firm's principals, Chris McDonald and Tucker McDonald, have educational backgrounds in finance and extensive experience in the financial industry. They are also registered representatives with LPL Financial LLC. Clients can contact the firm at 781-246-0222 for more information.
$44,206,000 under management
3 advisors
Fee structure
A percentage of assets under your management
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesConsulting
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Beverly, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Beverly. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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