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Best financial advisors in Carrabassett Valley, ME

Registered advisers within 25 miles of Carrabassett Valley, ME.

Offices
2
Firms
2
Combined AUM
$1.32T
Firm-wide filings, not assets booked only here
Clients
212K
211,831 clients when Item 5C has a number
Avg / client
$6.23M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
RAYMOND JAMES & ASSOCIATES, INC.

Investors

DAVID PAUL DOANE
Mark Christopher Norton

Within 25 miles of Carrabassett Valley, ME, Best Investors lists 2 registered investment advisory firms with 2 offices nearby, managing about $1.32T in combined regulatory AUM across 211,831 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 Carrabassett Valley

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 & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM