Massachusetts · 3 advisers
Financial Advisors in Gloucester, Massachusetts
Looking for a financial advisor in Gloucester, Massachusetts? Falists indexes 3 SEC-registered and state-registered investment advisers in Gloucester — with names, websites, team size, fee types, and assets under management pulled from public Form ADV filings. 3 firms list a website you can visit directly. Firms in this directory manage up to $333.7M in reported assets. Compare advisers below and visit firm websites to learn more about their services.
Advisers
3
With website
3
Largest AUM
$333.7M
Financial planning
3
Filter by specialty
Wealth managers · Trusts & estates · Retirement · Institutional · Planning
Top advisors in Gloucester
Ranked by AUM · Fees, team & specialties at a glance
GOOD HARBOR ADVISORS, INC.
Gloucester, MA
AUM
$333.7M
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
978-515-7119
WERNAU ASSET MANAGEMENT
Gloucester, MA
AUM
$202.6M
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
617-871-0029
BEAUPORT FINANCIAL SERVICES, LLC
Gloucester, MA
AUM
—
Team
5 advisors
Clients
11-25
Fees
Hourly charges · Fixed fees +1 more
978-283-0748
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Common questions
- How many financial advisors are in Gloucester, Massachusetts?
- 3 registered investment advisers are listed in our Gloucester directory, sourced from public SEC filings.
- What types of advisors are in Gloucester?
- Browse wealth managers, financial planners, trust & estate advisors, retirement specialists, and institutional managers using the specialty filters above.
- How do I choose a financial advisor in Gloucester?
- Compare team size, services, fee types, and AUM. Visit firm websites, verify registration on SEC IAPD, and interview advisers before hiring.
- Is this data official?
- Yes. All records come from the SEC Investment Adviser Public Disclosure (IAPD) database.