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Best financial advisors in Bucks Harbor, ME

Registered advisers within 50 miles of Bucks Harbor, ME.

Offices
6
Firms
4
Combined AUM
$1.02T
Firm-wide filings, not assets booked only here
Clients
30.2K
30,192 clients when Item 5C has a number
Avg / client
$33.8M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
COSTON, MCISAAC & SHEA FINANCIAL ADVISORS
COSTON AND MCISAAC INVESTMENT ADVISERS, LLC
EDWARD JONES

Investors

DENNIS MICHAEL KINGHORN
ANDREW ROBERT SHEA
RYAN PAUL WILLETTE
CHESTER GARY LLOYD
RONALD J WROBEL
Nicholas Norman Shaw
Matthew William McEachern
PAUL ARNOLD COSTON
PATRICIA A. POTTLE
MAURICE JOSEPH MCISAAC
Michael James Marino
Elise Nicole Frank

Within 50 miles of Bucks Harbor, ME, Best Investors lists 4 registered investment advisory firms with 6 offices nearby, managing about $1.02T in combined regulatory AUM across 30,192 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 Bucks 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 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 3 COSTON, MCISAAC & SHEA FINANCIAL ADVISORS 1,254 clients · 7 advisers $467M AUM