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Best financial advisors in Cumberland Center, ME

Registered advisers within 25 miles of Cumberland Center, ME.

Offices
213
Firms
90
Combined AUM
$13.7T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,675,024 clients when Item 5C has a number
Avg / client
$5.11M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
HARPSWELL CAPITAL ADVISORS, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FLAGSHIP HARBOR ADVISORS, LLC
CETERA INVESTMENT ADVISERS LLC
VALMARK ADVISERS, INC.
MAIDEN COVE CAPITAL
TD PRIVATE CLIENT WEALTH LLC
MAINE ADVISORY ASSOCIATES
BOLTON SECURITIES CORPORATION
MML INVESTORS SERVICES, LLC
EP WEALTH ADVISORS
INTENT ADVICE, INC.

Investors

DAVID JOSEPH GALLANT
BARBARA ANN APPLEBY
Jonathan Runyambo
KRISTIN MARIE GUIBORD
Brian Allan Bartlett
Adam Scott Tudela
TIMOTHY WADE FULTON
JOHN EDWARD CONNOLLY
DAVID RICHARD GARDNER
THOMAS ANDREW EDGAR
JOSEPH SCOTT HERSEY
TIMOTHY BENJAMIN WYAND
NATHAN ROBERT WALLER
COREY BRIAN WOODHEAD
Caleb Crabtree Rand
Joshua Scott Medeiros
Melissa Marie Paione
BRETT PAYNE
Michelle Marie Lamb
PATRICIA BARNES
MADELINE SIMONE RHEAUME
JONATHAN WAYNE HILTZ
Peter Kelley
LAWRENCE JOSEPH PERRY
CHRISTOPHER R. PERRY
MATTHEW ALAN RITTENHOUSE
Robert Oliver Larochelle
ALANE MARGARET DOWNES
JOSHUA GREGORY RENT
ZACHARY FARLEY LONGLEY
Andrew S Novick
MARK ANDREW RICH
MICHAEL COREY GOLDMAN
Elizabeth Alden Williams
JOHN DENIS DUFFY

Within 25 miles of Cumberland Center, ME, Best Investors lists 90 registered investment advisory firms with 213 offices nearby, managing about $13.7T in combined regulatory AUM across 2,675,024 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 Cumberland Center

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 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM