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Best financial advisors in Castle Hill, ME

Registered advisers within 25 miles of Castle Hill, ME.

Offices
7
Firms
6
Combined AUM
$2.07T
Firm-wide filings, not assets booked only here
Clients
178K
178,205 clients when Item 5C has a number
Avg / client
$11.6M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
KEY INVESTMENT SERVICES LLC
MML INVESTORS SERVICES, LLC
AMERITAS ADVISORY SERVICES, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Gretchen Rochelle Morse
Edward Escobar
Sabra Suzanne Tuttle
TANYA L LAPOINTE
Malachai Willey
SCOTT ERIC VIOLETTE
BRIAN N. HAMEL
MADISON M STAPLES
Michael C Marquis
WILLIAM MCPHERSON BROWNING
Elise Browning
MICHAEL LAWRENCE MARTIN
RYAN CLYDE SHAW

Within 25 miles of Castle Hill, ME, Best Investors lists 6 registered investment advisory firms with 7 offices nearby, managing about $2.07T in combined regulatory AUM across 178,205 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 Castle Hill

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 3 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 4 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 5 AMERITAS ADVISORY SERVICES, LLC 1,086 clients · 576 advisers $13.7B AUM 6 KEY INVESTMENT SERVICES LLC 681 advisers $8.88B AUM