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Best financial advisors in Grand Lk Strm, ME

Registered advisers within 50 miles of Grand Lk Strm, ME.

Offices
7
Firms
6
Combined AUM
$1.89T
Firm-wide filings, not assets booked only here
Clients
274K
274,005 clients when Item 5C has a number
Avg / client
$6.90M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
OSAIC INSTITUTIONS, INC.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
LPL FINANCIAL LLC
EDWARD JONES
STILLWATER INVESTING

Investors

Kathryn Anne Commeau
DENNIS MICHAEL KINGHORN
MEGAN ANNE FREEDMAN
Joseph Patrick Timmerman
PATRICIA DAWN FREIWALD
Philip Lee Barb
MICHAEL DREW LYNCH

Within 50 miles of Grand Lk Strm, ME, Best Investors lists 6 registered investment advisory firms with 7 offices nearby, managing about $1.89T in combined regulatory AUM across 274,005 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 Grand Lk Strm

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 ADVICE AND PLANNING SERVICES 35,647 clients · 1,783 advisers $37.9B AUM 4 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 5 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 6 STILLWATER INVESTING 3 advisers $1.81M AUM