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Best financial advisors in Freeport, ME

Registered advisers within 25 miles of Freeport, ME.

Offices
211
Firms
95
Combined AUM
$13.7T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,675,512 clients when Item 5C has a number
Avg / client
$5.11M
Combined AUM ÷ clients

Nearby offices

Firms

PRINCIPAL SECURITIES, INC.
TD PRIVATE CLIENT WEALTH LLC
AMERIPRISE FINANCIAL SERVICES, LLC
FLAGSHIP HARBOR ADVISORS, LLC
MAIDEN COVE CAPITAL
LPL FINANCIAL LLC
INTENT ADVICE, INC.
HARPSWELL CAPITAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
KEY INVESTMENT SERVICES LLC
CEI VENTURES, INC.
OUTFITTER FINANCIAL
CAPITAL WEALTH PLANNING SERVICES
MML INVESTORS SERVICES, LLC

Investors

Patrick Collier Carrigan
DAVID STEPHEN SPELLMAN
BRETT PAYNE
DAVID RICHARD GARDNER
THOMAS ANDREW EDGAR
JOSEPH SCOTT HERSEY
TIMOTHY BENJAMIN WYAND
NATHAN ROBERT WALLER
TIMOTHY WADE FULTON
JOHN EDWARD CONNOLLY
JOHN DENIS DUFFY
Adam Scott Tudela
Brian Allan Bartlett
Timothy D. Haugh
DAREN PHILLIP SEEKINS
JOHN FRANCIS TILTON
April Elizabeth Caron
PETER STEVEN COOPERSMITH
ANDREW ELLIOT BURNS
Joseph Vincent Marro
DAVID ANDREW KENKEL
PAUL MICHAEL SUYAMA

Within 25 miles of Freeport, ME, Best Investors lists 95 registered investment advisory firms with 211 offices nearby, managing about $13.7T in combined regulatory AUM across 2,675,512 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 Freeport

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