Best financial advisors in Castine, ME

Registered advisers within 25 miles of Castine, ME.

Offices

28

Firms

21

Combined AUM

$3.84T

Firm-wide filings, not assets booked only here

Clients

509K

509,192 clients when Item 5C has a number

Avg / client

$7.54M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

228 Northport Ave
Belfast, ME 04915

COMMONWEALTH FINANCIAL NETWORK

94 High Street
BELFAST, ME 04915

PFS INVESTMENTS INC.

113 CHURCH STREET
BELFAST, ME 04915

EDWARD JONES

132 CHURCH STREET
BELFAST, ME 04915

LPL FINANCIAL LLC

9 TENNEY HILL RD
BLUE HILL, ME 04614

11.1 miles away

LPL ENTERPRISE, LLC

74 MAIN STREET SUITE 300
BUCKSPORT, ME 04416

11.3 miles away

EDWARD JONES

2516 ATLANTIC HWY
LINCOLNVILLE, ME 04849

12.9 miles away

LPL FINANCIAL LLC

2 ELM ST
CAMDEN, ME 04843

18.5 miles away

LPL FINANCIAL LLC

24 BAY VIEW ST SUITE 2
CAMDEN, ME 04843

18.5 miles away

COMMONWEALTH FINANCIAL NETWORK

31 CHESTNUT STREET
CAMDEN, ME 04843

18.5 miles away

CETERA INVESTMENT ADVISERS LLC

44 Elm Street
CAMDEN, ME 04843

18.6 miles away

AMPERSAND INVESTMENT ADVISORS

73 ELM ST
CAMDEN, ME 04843

18.8 miles away

ROBERT W. BAIRD & CO. INCORPORATED

92 Elm Street
Camden, ME 04843

EDWARD JONES

87 ELM STREET SUITE 104B
CAMDEN, ME 04843

BIRCH POINT WEALTH MANAGEMENT LLC

18 CENTRAL STREET
ROCKPORT, ME 04856

19.9 miles away

GIBSON FINANCIAL SOLUTIONS, INC.

67 FRANKLIN STREET
ELLSWORTH, ME 04605

21.4 miles away

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

130 OAK ST SUITE 3
ELLSWORTH, ME 04605

21.5 miles away

TD PRIVATE CLIENT WEALTH LLC

217 High Street
Ellsworth, ME 04605

21.7 miles away

OSAIC INSTITUTIONS, INC.

135 HIGH STREET
ELLSWORTH, ME 04605

21.7 miles away

CETERA INVESTMENT ADVISERS LLC

194 BEECHLAND RD
ELLSWORTH, ME 04605

21.8 miles away

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

COMMONWEALTH FINANCIAL NETWORK

PFS INVESTMENTS INC.

LPL FINANCIAL LLC

LPL ENTERPRISE, LLC

CETERA INVESTMENT ADVISERS LLC

AMPERSAND INVESTMENT ADVISORS

ROBERT W. BAIRD & CO. INCORPORATED

BIRCH POINT WEALTH MANAGEMENT LLC

GIBSON FINANCIAL SOLUTIONS, INC.

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

TD PRIVATE CLIENT WEALTH LLC

OSAIC INSTITUTIONS, INC.

Investors

REYNOLDS ROLAND RITCHIE

EUGENE ROLAND NEWTON

ROBERT FRANKLIN STALLWORTH

Glenn Tuell Carlson

Jeffrey Neal O'Roak

Tyler Alexander Small

RYAN SEAN WILLETTE

TOM ALEX GOODMAN

Thomas Wade Griffith

TIMOTHY FLYNN POULIN

BROOKS W STEVENS

Jerod Morse Cronkite

CHARLES RALPH WHITE

Georgiana Darie

THOMAS CORNELIUS CHESTER

Sarah Margraves Ruef-Lindquist

CAITLIN Elise HARRINGTON

BRIAN TIMOTHY BEAULIEU

ABRAHAM GREGORY DUGAL

Cole Damian Chase

CATHERINE MARY DOWNEY

PEGGY LYNN JONES-EAST

MATTHEW ROBERT OGIER

Connie L Gardiner

Kenneth Ray Gardiner

Tyler A Curtis-Southard

Peter Masin-Peters

DAVID JAMES PIO

PAUL EJ PANGBURN

Ryan David Bartlett

Vance Blair Gray

SONYA LEE MITCHELL

AMANDA LYNN ROBBINS

RONALD LEE HAMILTON

KRISTINA LEE GRANT

Within 25 miles of Castine, ME, Best Investors lists 21 registered investment advisory firms with 28 offices nearby, managing about $3.84T in combined regulatory AUM across 509,192 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 Castine

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B 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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 327 clients · 1,026 advisers $122B AUM