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Best financial advisors in Carmel, ME

Registered advisers within 25 miles of Carmel, ME.

Offices
46
Firms
30
Combined AUM
$7.35T
Firm-wide filings, not assets booked only here
Clients
1.01M
1,006,889 clients when Item 5C has a number
Avg / client
$7.30M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
MML INVESTORS SERVICES, LLC
UBS FINANCIAL SERVICES INC.
OSAIC WEALTH, INC.
USA FINANCIAL SECURITIES LLC
EDWARD JONES
LPL FINANCIAL LLC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
OLDFIELD WEALTH PARTNERS
EP WEALTH ADVISORS
GUIDANCE POINT ADVISORS, LLC
ROYAL FUND MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MEANS WEALTH MANAGEMENT
KEY INVESTMENT SERVICES LLC

Investors

SUZANNE RITCHIE
JUSTIN ROBERT HARLAN
GARY WAYNE FARLEY
AUDREY M WOOD
PETER THOMAS BUZZINI
DUSTIN KYLE ROEDER
KIRSTEN L ISMAIL
KELLY E SCHEETZ
Kathleen Marie Shane
KAREN BLODGETT LAMBERTON
MICHAEL RICHARD RICHARD CORMIER
THOMAS WILLIAM GOWER
EDWARD JAN TROSCIANIEC
DAVID RODNEY BLACK
Melinda Ashlee Ogden
Christopher Thomas Arnett
ROBERT JAMES MCKAY
JOSHUA R BREWER
Tyler Alexander Small
Andrew Keith Laslie
Jacob Nicholas Hirsch
NATHAN ALLEN FREEMAN
Alexander John Briggs
Kyle Timothy Goupille
Chase Guerrette
John Michael Tuell
Jillian Marie Thomas
MICHAEL STEPHEN TUELL
Lucas Patrick Philippon
MICHAEL A PERRY
ABIGAIL TURNER MORTON
Curtis James Worcester
ADAM MULIA
Stephanie Oiler
JAMES LAURENCE CLIFFORD
Jamie Lamson
JASON THOMAS ROY
Chase Braun Harkins
JOEL MICHAEL WEST
ZACHARY PAUL MEANS
DAVID ALLEN CUST
Stacey J Young
Chad William Kelley
JOHN RUSSELL DUDLEY
ALEXANDER MICHAEL MEANS
ERIC Ord BAKER
Erin Leigh Barry
Bryce Christopher Lausier
Tinsley Kate Newton
KAREN OESER
Thomas J Herlihy
PAUL BANWELL MEANS
WESLEY E LEIGHTON
Darin Jandreau

Within 25 miles of Carmel, ME, Best Investors lists 30 registered investment advisory firms with 46 offices nearby, managing about $7.35T in combined regulatory AUM across 1,006,889 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 Carmel

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM