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Best financial advisors in Damariscotta, ME

Registered advisers within 25 miles of Damariscotta, ME.

Offices
58
Firms
27
Combined AUM
$3.98T
Firm-wide filings, not assets booked only here
Clients
434K
433,888 clients when Item 5C has a number
Avg / client
$9.17M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
AE WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
NORTHWOODS WEALTH MANAGEMENT
SHORELINE CAPITAL CORPORATION
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
CREATIVE FINANCIAL DESIGNS, INC.
SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.
J.M. ARBOUR, LLC

Investors

JUDITH ELAINE MCDONALD
OWEN J TAYLOR
DANA MARTIN POSTON
LEVERETT BRAINARD DAVIS
Mark John Wassink
ALLAN ARTHUR BECK
DEVON LEIGH PERRY
MATTHEW J MIGLIORE
ADAM P MAGUIRE
Thomas Irwin Perkins
JEAN ELAINE HUBER
James Derek Cook
WILLIAM JOSEPH GOLDENBERG
BROOKS W STEVENS
Michael Douglas McLain Curtis
MICHAEL PHILLIP CLARK
Matthew R Crane
Jeffrey David Labbe
JASON CARTER RITCHIE
AMY LEIGH LACAVERA
STEPHEN JOHN ST JEAN
Damian Kenneth Smith
NANCY LYNN SCHULTZ
Andrea Lynn Curtis-Southard
Miles Thomas Whitlock
William Sinclair Cummings
JAC MICHAEL ARBOUR
JAMES C LOWELL
Gavin Mayland Stern
Matthew Thomas Gosselin
Nicholas John Sickinger
Evan Nathaniel Campbell
Brittany Lynn Cates
DONALD R. RIDDLE

Within 25 miles of Damariscotta, ME, Best Investors lists 27 registered investment advisory firms with 58 offices nearby, managing about $3.98T in combined regulatory AUM across 433,888 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 Damariscotta

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM