Top financial advisors in Gloucester, MA
We've curated a list of the best financial advisors in Gloucester, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 | Assets under management $147,030,699 Number of advisors 2 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.
Get matched with an advisorMethodology
To find the top financial advisors in Gloucester, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Comparing a company's EPS to industry averages and historical data provides a more comprehensive perspective. Still, other factors must also be considered, including the company’s growth prospects, industry dynamics, and the competitive landscape.
Wernau Asset Management
Wernau Asset Management, Inc. is a registered investment adviser offering fee-based discretionary and non-discretionary investment advice and portfolio management services to various clients, including individuals, high net-worth individuals, trusts, estates, charitable organizations, and corporations. The firm also provides consulting services on an hourly or fixed fee basis. Clients must enter into a written agreement with the firm outlining the terms of service. Wernau's investment strategies are tailored to each client's financial situation, potentially differing from advice given to other clients. The firm follows a value investing approach, utilizing fundamental, cyclical, and technical analysis methods. Investment strategies include long-term and short-term purchases, short sales, margin trading, and option writing. Wernau charges management fees quarterly based on assets under management, with negotiable fees under certain circumstances. The firm does not charge performance-based fees and acts as a fiduciary, obligated to act in clients' best interests. Clients have the option for IRA rollover recommendations, with assets under management totaling $191,270,148 as of December 31, 2024. Wernau does not compensate for client referrals and maintains a strict privacy policy regarding client information.
$147,030,699 under management
2 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning Services
Portfolio Management For Individuals And/or Small Businesses
Portfolio Management For Businesses (other Than Small Businesses) Or Institutional Clients (other Than Registered Investment Companies And Other Pooled Investment Vehicles And)
Consulting And Family Office Services
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.
Get matched with an advisorMethodology
To find the top financial advisors in Gloucester, we first identified all firms registered with the SEC in the area. Rather than ranking firms purely by size, we excluded firms that don’t offer financial planning or portfolio management services, ensuring the list is relevant to individuals. We then ranked the remaining firms by assets under management (AUM) and the services they provide.
Top advisors in Massachusetts
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