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Best financial advisors in Eliot, ME

Registered advisers within 25 miles of Eliot, ME.

Offices
255
Firms
127
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,689,752 clients when Item 5C has a number
Avg / client
$4.96M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
DAVISSON INVESTMENT, LLC
IACANGELO FINANCIAL GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
INTEGRATED WEALTH CONCEPTS LLC
J.P. MORGAN SECURITIES LLC
EDWARD JONES
CHARTER OAK CAPITAL MANAGEMENT
NVEST FINANCIAL, LLC
OSAIC WEALTH, INC.
ESSENTIAL PLANNING, LLC
HARBOR ADVISORY CORPORATION
ARBORETUM INVESTMENT ADVISORS, LLC

Investors

Zachary D Silk
PHILLIP ANDREW CURTIS
ANTHONY BONO
RICHARD PORTER DAVISSON
GERARD IACANGELO
JOHN L COGAN
AARON ANTON MILNE
WHEELER MAIDRAND CROWLEY
COLIN THOMAS WALKER
SHANIA A MURRAY
Paula M Baxley
Irene P Bowen
Fred William Diehl
Jacqueline Pampinella
TODD MICHAEL CESCA
Renee Elizabeth Hickey
KAREN LEE ZARAMBA
JAMES ALLEN BOSSIEUX
KATY MORRISON CARR
SAMUEL RICHARDSON REID
LENA WYAND
SARAH SERLING CLAPP
EUGENE ROBERT AKERBERG
JEFFREY SCOTT TROIANO
JESSICA LYNN KREGER
EMMA K Bean
Alicia Chiamulera
JOHN WILSON
Justin Happ
Dinon Hughes
DAPHNE LARISSA LAFAZAN
NICHOLE DEMETRIA RAFTOPOULOS
RYAN DAVID HALE
LAURA A RUTKIEWICZ
THOMAS ANCEL JOHNS
KEVIN ANDREW WEBER
Hunter Charles Thomas Lord
JOHN JOSEPH DEGAN
WELD ROLLINS BUTLER
DANIEL ROBERT ZIBINSKAS
PAUL RAYMOND DORAN
ANDREW CHARLES LORD
Stephanie Lyn Blandina
KYLE ANDREW MANEZ

Within 25 miles of Eliot, ME, Best Investors lists 127 registered investment advisory firms with 255 offices nearby, managing about $13.3T in combined regulatory AUM across 2,689,752 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 Eliot

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM