Best Financial Advisors in Birch Harbor, ME

Within 25 miles of Birch Harbor, ME, Best Investors lists 10 registered investment advisory firms with 14 offices nearby, managing about $1.74T in combined regulatory AUM across 75,017 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 Birch Harbor

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 3 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 4 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 327 clients · 1,026 advisers $122B AUM 5 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 6 TD PRIVATE CLIENT WEALTH LLC 542 advisers $8.57B AUM 7 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 8 COSTON, MCISAAC & SHEA FINANCIAL ADVISORS 1,254 clients · 7 advisers $467M AUM

Best financial advisors in Birch Harbor, ME

Nearby offices

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

COSTON AND MCISAAC INVESTMENT ADVISERS, LLC

COSTON AND MCISAAC INVESTMENT ADVISERS, LLC

COSTON, MCISAAC & SHEA FINANCIAL ADVISORS

EDWARD JONES

OSAIC INSTITUTIONS, INC.

MML INVESTORS SERVICES, LLC

COMMONWEALTH FINANCIAL NETWORK

EDWARD JONES

CETERA INVESTMENT ADVISERS LLC

OSAIC INSTITUTIONS, INC.

TD PRIVATE CLIENT WEALTH LLC

GIBSON FINANCIAL SOLUTIONS, INC.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Firms

Investors

Largest firms in Birch Harbor