Best financial advisors in Appleton, ME

Registered advisers within 25 miles of Appleton, ME.

Offices

34

Firms

19

Combined AUM

$3.86T

Firm-wide filings, not assets booked only here

Clients

433K

433,422 clients when Item 5C has a number

Avg / client

$8.90M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

87 ELM STREET SUITE 104B
CAMDEN, ME 04843

10.9 miles away

ROBERT W. BAIRD & CO. INCORPORATED

92 Elm Street
Camden, ME 04843

AMPERSAND INVESTMENT ADVISORS

73 ELM ST
CAMDEN, ME 04843

CETERA INVESTMENT ADVISERS LLC

44 Elm Street
CAMDEN, ME 04843

11.1 miles away

LPL FINANCIAL LLC

2 ELM ST
CAMDEN, ME 04843

11.2 miles away

COMMONWEALTH FINANCIAL NETWORK

31 CHESTNUT STREET
CAMDEN, ME 04843

11.2 miles away

LPL FINANCIAL LLC

24 BAY VIEW ST SUITE 2
CAMDEN, ME 04843

11.2 miles away

BIRCH POINT WEALTH MANAGEMENT LLC

18 CENTRAL STREET
ROCKPORT, ME 04856

11.4 miles away

LPL FINANCIAL LLC

1768 ATLANTIC HWY
WALDOBORO, ME 04572

AE WEALTH MANAGEMENT, LLC

816 Atlantic Hwy
Waldoboro, ME 04572

13.1 miles away

APOLLON WEALTH MANAGEMENT, LLC

91 CAMDEN STREET SUITE 310
ROCKLAND, ME 04841

13.3 miles away

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

91 CAMDEN ST., STE 303 BOX 3 BREAKWATER BLDG
ROCKLAND, ME 04841

13.3 miles away

EDWARD JONES

2516 ATLANTIC HWY
LINCOLNVILLE, ME 04849

13.4 miles away

EDWARD JONES

165 Main Street
Thomaston, ME 04861

13.5 miles away

LPL FINANCIAL LLC

188 MAIN ST
THOMASTON, ME 04861

13.5 miles away

SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.

147 PARK STREET
ROCKLAND, ME 04841

13.6 miles away

EDWARD JONES

315 MAIN ST SUITE 201
ROCKLAND, ME 04841

13.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

228 Northport Ave
Belfast, ME 04915

17.2 miles away

OSAIC INSTITUTIONS, INC.

368 ROUTE 3
CHINA, ME 04856

17.3 miles away

EDWARD JONES

132 CHURCH STREET
BELFAST, ME 04915

17.4 miles away

Firms

ROBERT W. BAIRD & CO. INCORPORATED

AMPERSAND INVESTMENT ADVISORS

CETERA INVESTMENT ADVISERS LLC

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

BIRCH POINT WEALTH MANAGEMENT LLC

AE WEALTH MANAGEMENT, LLC

APOLLON WEALTH MANAGEMENT, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

OSAIC INSTITUTIONS, INC.

Investors

Connie L Gardiner

Kenneth Ray Gardiner

Tyler A Curtis-Southard

Peter Masin-Peters

PEGGY LYNN JONES-EAST

MATTHEW ROBERT OGIER

CATHERINE MARY DOWNEY

Cole Damian Chase

BROOKS W STEVENS

THOMAS CORNELIUS CHESTER

Sarah Margraves Ruef-Lindquist

CAITLIN Elise HARRINGTON

BRIAN TIMOTHY BEAULIEU

ABRAHAM GREGORY DUGAL

Jerod Morse Cronkite

CHARLES RALPH WHITE

Georgiana Darie

DAVID JAMES PIO

DEVON LEIGH PERRY

MATTHEW J MIGLIORE

Mark John Wassink

ALLAN ARTHUR BECK

WILLIAM TOREY CARR

BRIANA MICHELLE ANDREONI

MEREDITH ANNE LYON

Thomas Wade Griffith

TIMOTHY FLYNN POULIN

Michael Douglas McLain Curtis

NANCY LYNN SCHULTZ

Andrea Lynn Curtis-Southard

REYNOLDS ROLAND RITCHIE

STEVEN SCOTT SMITH

Glenn Tuell Carlson

Jeffrey Neal O'Roak

Within 25 miles of Appleton, ME, Best Investors lists 19 registered investment advisory firms with 34 offices nearby, managing about $3.86T in combined regulatory AUM across 433,422 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 Appleton

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

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 AE WEALTH MANAGEMENT, LLC 10 clients · 487 advisers $49.8B AUM