RIA Intel›Advisers›Massachusetts›C.J.GILBERT FINANCIAL LLC

C.J.GILBERT FINANCIAL LLC

Advisory

WESTON, MA

Data as of Jun 13, 2026 · Source: SEC Form ADV

Rank in MA

#1,288

of 1,590 advisers by AUM

Average account

$869K

across 32 accounts

AUM per adviser

$28M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 13, 2026.

Total AUM

$28M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$28M

Discretionary AUM$28M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients18

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

18 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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ROSEVIEW INVESTMENT ADVISORS, LLC

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