Best financial advisors in Belgrade, ME

Registered advisers within 25 miles of Belgrade, ME.

Offices

46

Firms

21

Combined AUM

$3.76T

Firm-wide filings, not assets booked only here

Clients

539K

539,396 clients when Item 5C has a number

Avg / client

$6.98M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

54 MAIN ST STE 1
OAKLAND, ME 04963

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

753 W River Rd.
Waterville, ME 04901

EDWARD JONES

4 GABRIEL DR SUITE 3
AUGUSTA, ME 04330-8165

LPL FINANCIAL LLC

11 WASHINGTON ST
WATERVILLE, ME 04901

BANKERS LIFE ADVISORY SERVICES, INC.

442 Civic Center Dr. Suite 450
Augusta, ME 04330

CHOICE WEALTH ADVISORS LLC

325-D KENNEDY MEMORIAL DRIVE
WATERVILLE, ME 04901

CETERA INVESTMENT ADVISERS LLC

325-D KENNEDY MEMORIAL DRIVE
WATERVILLE, ME 04901

STATE FARM INVESTMENT MANAGEMENT CORP.

305 Kennedy Memorial Drive
Waterville, ME 04901

EDWARD JONES

295 KENNEDY MEMORIAL DRIVE SUITE 5
WATERVILLE, ME 04901

EDWARD JONES

87 KENNEDY MEMORIAL DR
WATERVILLE, ME 04901-5128

EXODUS WEALTH, LLC

143 Silver St. Suite 6
Waterville, ME 04901

10.3 miles away

LPL FINANCIAL LLC

129 SILVER STREET
WATERVILLE, ME 04901

10.4 miles away

ENCOMPASS MORE ASSET MANAGEMENT LLC

53 Bay St, 2nd FL
Winslow, ME 04901

COMMONWEALTH FINANCIAL NETWORK

51 Main Street
Waterville, ME 04901

11.1 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

180 MAIN STREET SUITE 1
WATERVILLE, ME 04901

11.1 miles away

EDWARD JONES

22 COMMON ST
WATERVILLE, ME 04901-6611

11.2 miles away

LPL FINANCIAL LLC

70 MAIN STREET, STE 300
WATERVILLE, ME 04901

11.2 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

315 Main St
Waterville, ME 04901

11.3 miles away

LPL FINANCIAL LLC

112 CLINTON AVE
WINSLOW, ME 04901

11.7 miles away

HORACE MANN INVESTORS, INC.

5 ORCHARD ST
AUGUSTA, ME 04330

12.2 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

LPL FINANCIAL LLC

BANKERS LIFE ADVISORY SERVICES, INC.

CHOICE WEALTH ADVISORS LLC

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

EXODUS WEALTH, LLC

ENCOMPASS MORE ASSET MANAGEMENT LLC

COMMONWEALTH FINANCIAL NETWORK

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

HORACE MANN INVESTORS, INC.

Investors

Robert Lee Smith

William Cote Paradis

Christopher Adam Steiner

Michael Adam Cleary

Kimberly Anne Mackenzie

Anthony Edward Sementelli

CHRISTOPHER ARTHUR MARKOS

MATTHEW JAMES LIBBY

GLENN RICHARD WHALEN

JOHN MALCOLM FORTIER

Luke Claude Rodrigue

Sasha Fitzpatrick

RONALD EDWIN MERRILL

BRIAN MICHAEL BERNATCHEZ

ALBERT JOSEPH LANGUET

KATHRYN BERNATCHEZ

Katherine Marie Higgins

Chelsey Patricia Oliver

ANIMA NIKONTHET

Christopher B Beaulieu

Cheryl M Flewelling

Seth Timothy Carlson

Ryan Anthony Bean

LISA LYNNE POMERLEAU

Joseph Michael Jabar

FREDERICK HAMILTON FISCHER

KEVIN RONALD SULLIVAN

JEFFREY SCOTT DELISLE

Within 25 miles of Belgrade, ME, Best Investors lists 21 registered investment advisory firms with 46 offices nearby, managing about $3.76T in combined regulatory AUM across 539,396 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 Belgrade

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