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Best financial advisors in Gloucester, MA

Registered advisers within 25 miles of Gloucester, MA.

Offices
401
Firms
172
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
2.79M
2,793,596 clients when Item 5C has a number
Avg / client
$5.00M
Combined AUM ÷ clients

Nearby offices

Firms

WERNAU ASSET MANAGEMENT
GOOD HARBOR ADVISORS, INC.
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
GUARDIAN WEALTH ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
BEAUPORT FINANCIAL SERVICES, LLC
VALMARK ADVISERS, INC.
SAFFORD NICHOLAS H & CO INC
SOLUTIONS FOR DIVORCE
OSAIC WEALTH, INC.
EAST COAST ASSET MANAGEMENT, LLC
BOSTON RESEARCH AND MANAGEMENT, INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

PETER CHRISTOPHER WERNAU
JONATHAN LOUIS IANNACONE
MATTHEW MILLER BABSON
ANKE PARPART
LONNIE RANSOM MAYER
DONNA IRENE CROCKER
ROBERT LOUIS CAPONE
Alexander Buxbaum
MICHAEL ROBERT BUXBAUM
NATHAN PRATT BUDROW
MATTHEW RAYMOND LANGIS
DEREK JASON REED
JONGDAI PARK
SERENA MA LOW
KEVIN MICHAEL BILENCHI
Michael James Paluch
KATHERINE ELIZABETH GLIDDEN
DAVID SCOTT MCKECHNIE
GARY MICHAEL COWLES
NORTON QUINCY SLOAN
William Parker Dwyer
JOHN EAST APTHORP SAFFORD
Matthew George Porter Safford
DIANE C PAPPAS
THOMAS JOHN CLAY
James Robert Crockett
CHRISTOPHER MATTHEW BEGG
MICHAEL MCDOWELL CONNOLLY
HEIDI LYDIA HANSON
BENJAMIN JAMES MUCHLER
ROBERT STUART MCKENZIE
MEGHAN ROSE FLYNN
DANIEL FREDERICK TORTOLA
Leslie Warnick Kernan
CHARLES EDWARD BABIN
LESLEY ANN DEVER
LYSTRA KHAN
DANIEL BUKKHEGYI
JOHN CARROLL

Within 25 miles of Gloucester, MA, Best Investors lists 172 registered investment advisory firms with 401 offices nearby, managing about $14.0T in combined regulatory AUM across 2,793,596 advisory clients (Form ADV Item 5F and 5C, self-reported).

Totals use firm-wide filing data, not assets booked only in this area.

Largest firms in Gloucester

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM