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Best financial advisors in East Waterboro, ME

Registered advisers within 25 miles of East Waterboro, ME.

Offices
177
Firms
84
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
2.59M
2,586,164 clients when Item 5C has a number
Avg / client
$5.26M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
MML INVESTORS SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
AMERIPRISE FINANCIAL SERVICES, LLC
LPL ENTERPRISE, LLC
LPL FINANCIAL LLC

Investors

KEVIN PAUL MONROE
Sean Francis Dumont
Jessica Marie Jourdain
DAVID BRUCE MCNAMEE
CHAD M. LISTON
Abigail Bryant
MARK STEWART BROWNE
RICHARD WALKER BUTLER
MATTHEW ALLEN CYR
RHEIS CLOUTIER
WENDY LEA CLOUTIER
KELSEY LYNN DANIELS
MARK ALAN DANIELS
BENJAMIN R DANIELS
RENEE SARAH PIKE
PEGGY POULIN HORTON
Quang Ngoc Nguyen
James Flagg
Michael Gosciminski
Jessica Szafranski
MICHAEL JOHN SMITH
WILLIAM ALEXANDER CARAS
RYAN TUTTLE
Brandon William Goodrich
Edward Patrick Foley
Donald Scott Gondzar
SHARON PERKINS BUNKER
ROBERT JULIAN FELVINCI
MICHELLE RABER
TIMOTHY SEAN URBAN
STEPHEN GIRARD TROTTIER
JOHN EDWARD GURSKI
JOHN EDWARD GURSKI

Within 25 miles of East Waterboro, ME, Best Investors lists 84 registered investment advisory firms with 177 offices nearby, managing about $13.6T in combined regulatory AUM across 2,586,164 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 East Waterboro

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