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Best financial advisors in Falmouth, ME

Registered advisers within 25 miles of Falmouth, ME.

Offices
218
Firms
93
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,675,251 clients when Item 5C has a number
Avg / client
$5.24M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
MML INVESTORS SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
MAINE ADVISORY ASSOCIATES
BOLTON SECURITIES CORPORATION
STILLWATER INVESTING
HIGHTOWER ADVISORS, LLC
EP WEALTH ADVISORS
NEW ENGLAND FINANCIAL SERVICES
VALMARK ADVISERS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
J.P. MORGAN SECURITIES LLC
PARK AVENUE SECURITIES LLC

Investors

COREY BRIAN WOODHEAD
JONATHAN WAYNE HILTZ
Peter Kelley
LAWRENCE JOSEPH PERRY
CHRISTOPHER R. PERRY
MATTHEW ALAN RITTENHOUSE
Robert Oliver Larochelle
ALANE MARGARET DOWNES
SOPHIE HALPIN
SHEILA SOSNOWY MENAIR
SARAH JANE HALPIN
Joel George Ouellette
CHRISTINE BYRNE
Laura Gebhart
Jennifer Joan Beecher
Seth David Cheikin
Zachary Tyler Dean
Noah Parker Safraniec
Kendrik Miles Doughty
JOSHUA GREGORY RENT
ZACHARY FARLEY LONGLEY
Michelle Marie Lamb
PATRICIA BARNES
MADELINE SIMONE RHEAUME
Dominic Butler Guimond
LESLIE LATADY COUPER
JOSEPH COTE
NORMAND POULIN
Alexander Mills
GREY M TERRY
MATTHEW JAMES EMERY
MELISSA ANDERSON DUFFY
Andrew S Novick
MARK ANDREW RICH
MICHAEL COREY GOLDMAN
Elizabeth Alden Williams
WILLIAM DAVID PIKE
DANIEL WILLARD PEASE
Caleb Crabtree Rand
Joshua Scott Medeiros
Melissa Marie Paione
SEAN PATRICK RILEY
Jacob Descheneaux
JAMES A VIOLETTE
SCOTT A KEHOE
SHAWN PATRICK MILLERICK
SALVATORE BONETTI
JOSEPH CHRISTOPHER GALLANT
BARBARA ANN APPLEBY
Jonathan Runyambo
KRISTIN MARIE GUIBORD

Within 25 miles of Falmouth, ME, Best Investors lists 93 registered investment advisory firms with 218 offices nearby, managing about $14.0T in combined regulatory AUM across 2,675,251 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

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