Best financial advisors in Augusta, ME

Registered advisers within 25 miles of Augusta, ME.

Offices

47

Firms

22

Combined AUM

$3.81T

Firm-wide filings, not assets booked only here

Clients

539K

539,185 clients when Item 5C has a number

Avg / client

$7.06M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

38 Bangor St
Augusta, ME 04330

BANKERS LIFE ADVISORY SERVICES, INC.

442 Civic Center Dr. Suite 450
Augusta, ME 04330

EDWARD JONES

4 GABRIEL DR SUITE 3
AUGUSTA, ME 04330-8165

MAINE CENTER FOR WEALTH MANAGEMENT, LLC

6 E. CHESTNUT STREET SUITE L03
AUGUSTA, ME 04330

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

320 WATER STREET 1st FLOOR
AUGUSTA, ME 04338

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

320 Water St FL 4
Augusta, ME 04330

EDWARD JONES

85 STONE STREET
AUGUSTA, ME 04330-0000

STATE FARM INVESTMENT MANAGEMENT CORP.

37 Seawall St
Augusta, ME 04330

AMERIPRISE FINANCIAL SERVICES, LLC

60 S Chestnut St
Augusta, ME 04330-7224

LPL FINANCIAL LLC

150 STATE ST
AUGUSTA, ME 04330

AMERIPRISE FINANCIAL SERVICES, LLC

150 Capitol St Ste 1
Augusta, ME 04330

HORACE MANN INVESTORS, INC.

5 ORCHARD ST
AUGUSTA, ME 04330

EDWARD JONES

1 BEECH STREET
HALLOWELL, ME 04347

COMMONWEALTH FINANCIAL NETWORK

19 CENTRAL STREET
HALLOWELL, ME 04347

LPL FINANCIAL LLC

690 Maine Ave
Farmingdale, ME 04344

GRP RETIREMENT PLANNING

633 MAINE AVENUE
FARMINGDALE, ME 04344

CETERA INVESTMENT ADVISERS LLC

585 MAINE AVENUE SUITE B
FARMINGDALE, ME 04344

J.M. ARBOUR, LLC

1 BRUNSWICK AVENUE
GARDINER, ME 04345

OSAIC INSTITUTIONS, INC.

368 ROUTE 3
CHINA, ME 04856

OSAIC WEALTH, INC.

168 B MAIN STREET
WINTHROP, ME 04364

11.4 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

BANKERS LIFE ADVISORY SERVICES, INC.

MAINE CENTER FOR WEALTH MANAGEMENT, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

AMERIPRISE FINANCIAL SERVICES, LLC

LPL FINANCIAL LLC

HORACE MANN INVESTORS, INC.

COMMONWEALTH FINANCIAL NETWORK

GRP RETIREMENT PLANNING

CETERA INVESTMENT ADVISERS LLC

J.M. ARBOUR, LLC

OSAIC INSTITUTIONS, INC.

OSAIC WEALTH, INC.

Investors

PAUL ALLEN KELLER

Kimberly Anne Mackenzie

CRAIG ANTHONY STEVENS

DANIELLE ANGELIQUE VALLEAU

Samuel Maximillian Mondonedo

Samuel Oppenheim

Eliot J Sergent

MATTHEW JOHN MALONEY

Carol M Gilbert-Tondreau

GAIL PREBLE CONLEY

SARAH JOHANNA DUNCKEL

JASON DOUGLAS MACDONALD

JENNIFER MICHELLE SAUNDERS

JEFFREY SCOTT DELISLE

Julie Barter Lucas

KENNETH RAYMOND NOTT

JOHN ERNEST HALLEE

Lance Kenneth James Harder

JACOB DANIEL COAN

John Cameron Bandstra

PATRICIA ANN FLAGG

Miles Thomas Whitlock

William Sinclair Cummings

JAC MICHAEL ARBOUR

Gavin Mayland Stern

Matthew Thomas Gosselin

Nicholas John Sickinger

Evan Nathaniel Campbell

Brittany Lynn Cates

DONALD R. RIDDLE

STEVEN SCOTT SMITH

PATRICK JAMES BRENNAN

Within 25 miles of Augusta, ME, Best Investors lists 22 registered investment advisory firms with 47 offices nearby, managing about $3.81T in combined regulatory AUM across 539,185 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 Augusta

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM