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Best financial advisors in Falmouth Foreside, ME

Registered advisers within 25 miles of Falmouth Foreside, ME.

Offices
201
Firms
89
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,675,017 clients when Item 5C has a number
Avg / client
$5.08M
Combined AUM ÷ clients

Nearby offices

Firms

VOYA FINANCIAL ADVISORS, INC.
GREENBACKER CAPITAL MANAGEMENT LLC
CORNERSTONE FINANCIAL PLANNING, LLC
HARPSWELL CAPITAL ADVISORS, LLC
EDWARD JONES
INTENT ADVICE, INC.
CETERA INVESTMENT ADVISERS LLC
EAGLE STRATEGIES LLC
CLARK & STUART INC
MAIDEN COVE CAPITAL
FLAGSHIP HARBOR ADVISORS, LLC
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ABBINGTON INVESTMENT GROUP, LLC

Investors

Anthony John Sitaras
DAVID BRUCE MURRAY
SARA ANNE CASALE
Danielle S Pensinger
Stephen D. Pate
Jessica Pate Warren
JOHN DENIS DUFFY
Nathan Sean Aldrich
SARAH H MOSLEY
CHARLES STONE CLARK
TIMOTHY BENJAMIN WYAND
NATHAN ROBERT WALLER
TIMOTHY WADE FULTON
JOHN EDWARD CONNOLLY
DAVID RICHARD GARDNER
THOMAS ANDREW EDGAR
JOSEPH SCOTT HERSEY
BRETT PAYNE
George Michael Spino
James Stephen Davis
JEFFREY PAUL AMELL
CARTER JOSEPH PEARL
JAY DARRELL PEARL
Amanda Stetson
PETER GERARD VAN DESSEL
Joseph Brendan Connolly
Jason Andrew Seymour
Jennifer Kimborowicz
Janet Lisa Connolly
ZEKE MCCRACKEN HALL

Within 25 miles of Falmouth Foreside, ME, Best Investors lists 89 registered investment advisory firms with 201 offices nearby, managing about $13.6T in combined regulatory AUM across 2,675,017 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 Falmouth Foreside

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