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Best financial advisors in Brookton, ME

Registered advisers within 50 miles of Brookton, ME.

Offices
5
Firms
4
Combined AUM
$1.22T
Firm-wide filings, not assets booked only here
Clients
215K
215,142 clients when Item 5C has a number
Avg / client
$5.68M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
PORTLAND INVESTMENT ADVISORS, LLC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Kathryn Anne Commeau
LYNETTE G. MCLAUGHLIN
Melissa Sylvia
CASEY DOODY
ABIGAIL AMANDA DOODY
MICHAEL DREW LYNCH
THOMAS WILLIAM DUFF

Within 50 miles of Brookton, ME, Best Investors lists 4 registered investment advisory firms with 5 offices nearby, managing about $1.22T in combined regulatory AUM across 215,142 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 Brookton

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 2 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 4 PORTLAND INVESTMENT ADVISORS, LLC. 2 advisers $21.5M AUM