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Best financial advisors in Boothbay Harbor, ME

Registered advisers within 25 miles of Boothbay Harbor, ME.

Offices
32
Firms
20
Combined AUM
$3.58T
Firm-wide filings, not assets booked only here
Clients
415K
414,911 clients when Item 5C has a number
Avg / client
$8.62M
Combined AUM ÷ clients

Nearby offices

Firms

SHORELINE CAPITAL CORPORATION
CETERA INVESTMENT ADVISERS LLC
NORTHWOODS WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CEI VENTURES, INC.
KEY INVESTMENT SERVICES LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

WILLIAM JOSEPH GOLDENBERG
JEAN ELAINE HUBER
James Derek Cook
Thomas Irwin Perkins
ADAM P MAGUIRE
Matthew R Crane
Jeffrey David Labbe
JASON CARTER RITCHIE
AMY LEIGH LACAVERA
STEPHEN JOHN ST JEAN
SCOTT LOUIS LEMIEUX
JUDITH ELAINE MCDONALD
OWEN J TAYLOR
DANA MARTIN POSTON
LEVERETT BRAINARD DAVIS
CHRISTINE MARGARET GRIMES
Peter Lowell
Thomas Cameron Carr
ANDREW ELLIOT BURNS
Joseph Vincent Marro
PETER STEVEN COOPERSMITH
Kelsie M West
April Elizabeth Caron

Within 25 miles of Boothbay Harbor, ME, Best Investors lists 20 registered investment advisory firms with 32 offices nearby, managing about $3.58T in combined regulatory AUM across 414,911 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 Boothbay 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 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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 8 AE WEALTH MANAGEMENT, LLC 10 clients · 487 advisers $49.8B AUM