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Pearson Financial Services vs Brookwood Advisors, LLC: NewRiaPulse comparison
Brookwood Advisors, LLC's amount of 964 is 1.1x Pearson Financial Services's 885 (94th percentile). Pearson Financial Services is dated 2026-08-21; Brookwood Advisors, LLC 2026-01-07.
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
Both records plus every comparable MA record, with all columns and source links · Card, Apple Pay, Google Pay or Link via Stripe
How does Pearson Financial Services compare to Brookwood Advisors, LLC?
| Field | Pearson Financial Services | Brookwood Advisors, LLC |
|---|---|---|
| Firm | Pearson Financial Services | Brookwood Advisors, LLC |
| Legal name | Pearson And Associates, LLC | Brookwood Advisors, LLC |
| CRD | 130143 | 338550 |
| Status | Approved | Approved |
| Registered with the SEC | 2026-08-21 | 2026-01-07 |
| Latest Form ADV filing | 2026-08-17 | 2026-05-07 |
| Location | Dennis, MA, United States | Beverly, MA, United States |
| Regulatory AUM | $885,000,000 | $964,497,094 |
| Accounts | 1921 | 6 |
| Employees | 8 | 5 |
| Website | HTTP://WWW.SPEARSONFINANCIAL.COM | |
| amount percentile | 93rd | 94th |
| Score | 55/100 | 50/100 |
| Peer rank and all 38 MA records (CSV) | 🔒 Click to unlock → | |
| Official source URLs for every peer record | 🔒 Click to unlock → | |
Official records: Pearson Financial Services · Brookwood Advisors, LLC
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.