Brookwood Advisors, LLC: new SEC registration, $964M AUM, Beverly, MA
Brookwood Advisors, LLC (Beverly, Massachusetts): new SEC registration, $964M AUM, Beverly, MA. Its amount of 964 is top-decile (94th percentile of 1,149 records). Dated 301 days ago, it serves as a historical benchmark. Score 50/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 964 · 94th percentile of 1,149 NewRiaPulse records · 7.2x the median
Free preview: all 10 published fields of this record are shown below. Locked: 37 related MA NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Brookwood Advisors, LLC |
| Legal name | Brookwood Advisors, LLC |
| CRD | 338550 |
| Status | Approved |
| Registered with the SEC | 2026-01-07 |
| Latest Form ADV filing | 2026-05-07 |
| Location | Beverly, MA, United States |
| Regulatory AUM | $964,497,094 |
| Accounts | 6 |
| Employees | 5 |
| amount percentile | 94th of 1,149 (median 134, 7.2x median) |
| Peer records CSV (38 MA records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-01-07
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
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LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Brookwood Advisors, LLC and 38 Massachusetts peers
- Massachusetts NewRiaPulse records like this one: 38
- Brookwood Advisors, LLC's amount: 94th percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Massachusetts peer: $7,600 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
50 / 100 Score
- $964M under management.
What is the NewRiaPulse record for Brookwood Advisors, LLC in Beverly, Massachusetts?
Brookwood Advisors, LLC received SEC registration as an investment adviser (2026-01-07) with $964,497,094 in regulatory assets under management, based in Beverly, MA.
How does Brookwood Advisors, LLC compare to other Massachusetts NewRiaPulse records?
This is a top-decile record: its amount of 964 is 7.2x the median of 134 across 1,149 records. It is 301 days old; check the official source for later updates before acting.
Brookwood Advisors, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date | Compare |
|---|---|---|---|---|---|
| Brookwood Advisors, LLC | Beverly, MA | 964 | 94th | 2026-01-07 | This record |
| Dawson Partners | New York, NY | 999 | 94th | 2026-01-08 | View record → |
| Gatsby Management, LLC | 922 | 94th | 2026-09-01 | View record → | |
| Pearson Financial Services | Dennis, MA | 885 | 93rd | 2026-08-21 | Compare Brookwood Advisors, LLC vs Pearson Financial Services → |
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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.