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Best financial advisors in Belmont, ME

Registered advisers within 25 miles of Belmont, ME.

Offices
24
Firms
15
Combined AUM
$2.78T
Firm-wide filings, not assets booked only here
Clients
316K
315,665 clients when Item 5C has a number
Avg / client
$8.81M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
AMPERSAND INVESTMENT ADVISORS
ROBERT W. BAIRD & CO. INCORPORATED
BIRCH POINT WEALTH MANAGEMENT LLC
APOLLON WEALTH MANAGEMENT, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
LPL ENTERPRISE, LLC
OSAIC INSTITUTIONS, INC.
SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.

Investors

Glenn Tuell Carlson
Jeffrey Neal O'Roak
DAVID BOUCHARD
ROBERT FRANKLIN STALLWORTH
EUGENE ROLAND NEWTON
REYNOLDS ROLAND RITCHIE
Thomas Wade Griffith
TIMOTHY FLYNN POULIN
Samuel L Estes
BROOKS W STEVENS
Cole Damian Chase
Jerod Morse Cronkite
CHARLES RALPH WHITE
Georgiana Darie
Jesse Bifulco
THOMAS CORNELIUS CHESTER
Sarah Margraves Ruef-Lindquist
CAITLIN Elise HARRINGTON
BRIAN TIMOTHY BEAULIEU
ABRAHAM GREGORY DUGAL
CATHERINE MARY DOWNEY
Connie L Gardiner
Kenneth Ray Gardiner
Tyler A Curtis-Southard
Peter Masin-Peters
PEGGY LYNN JONES-EAST
MATTHEW ROBERT OGIER
Brie Ellen Pio
DAVID JAMES PIO
WILLIAM TOREY CARR
BRIANA MICHELLE ANDREONI
MEREDITH ANNE LYON
TOM ALEX GOODMAN
CODY BRIGGS
STEVEN SCOTT SMITH
Andrea Lynn Curtis-Southard
NANCY LYNN SCHULTZ
Michael Douglas McLain Curtis

Within 25 miles of Belmont, ME, Best Investors lists 15 registered investment advisory firms with 24 offices nearby, managing about $2.78T in combined regulatory AUM across 315,665 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 Belmont

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM