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Best financial advisors in Durham, ME

Registered advisers within 25 miles of Durham, ME.

Offices
191
Firms
89
Combined AUM
$13.7T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,675,497 clients when Item 5C has a number
Avg / client
$5.11M
Combined AUM ÷ clients

Nearby offices

Firms

CORNERSTONE WEALTH PLANNING
LPL FINANCIAL LLC
HIGHTOWER ADVISORS, LLC
PRINCIPAL SECURITIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
OUTFITTER FINANCIAL
CAPITAL WEALTH PLANNING SERVICES
MML INVESTORS SERVICES, LLC
GILBERT INVESTMENT MANAGEMENT
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
CEI VENTURES, INC.
KEY INVESTMENT SERVICES LLC
EQUITABLE ADVISORS, LLC

Investors

JON-WESLEY AUSTIN DAVIS
MELINDA FROST DAVIS
STEPHEN CHARLES POTTS
MICHAEL SIMMONS
Patrick Collier Carrigan
DAVID STEPHEN SPELLMAN
Timothy D. Haugh
DAREN PHILLIP SEEKINS
JOHN FRANCIS TILTON
Peter Leif Mendall
DAVID ANDREW KENKEL
PAUL MICHAEL SUYAMA
WAYNE GEORGE SCHAAB
DONALD E GILBERT
Kelsie M West
April Elizabeth Caron
PETER STEVEN COOPERSMITH
Joseph Vincent Marro
CHAD THOMAS RICHARD
SHAWN BONITA WRIGHT
DONALD LEONARD RICHARD
Ethan Thomas Richard
Michael Christopher Nerney
Colby Dionne
Gary Lee Bragg
ANDREW ELLIOT BURNS
JOSEPH ROBERT POIRIER
MARC ROBERT POIRIER
Peter Lowell
Thomas Cameron Carr

Within 25 miles of Durham, ME, Best Investors lists 89 registered investment advisory firms with 191 offices nearby, managing about $13.7T in combined regulatory AUM across 2,675,497 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 Durham

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