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Best financial advisors in Harpswell, ME

Registered advisers within 25 miles of Harpswell, ME.

Offices
201
Firms
92
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,675,490 clients when Item 5C has a number
Avg / client
$5.09M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

Patrick Collier Carrigan
DAVID STEPHEN SPELLMAN
CHRISTINE MARGARET GRIMES
ANDREW ELLIOT BURNS
April Elizabeth Caron
Timothy D. Haugh
DAREN PHILLIP SEEKINS
JOHN FRANCIS TILTON
PETER STEVEN COOPERSMITH
Peter Lowell
Thomas Cameron Carr
Joseph Vincent Marro
DAVID ANDREW KENKEL
PAUL MICHAEL SUYAMA
WAYNE GEORGE SCHAAB
DONALD E GILBERT
Kelsie M West
SCOTT LOUIS LEMIEUX
Peter Leif Mendall
JOHN DENIS DUFFY
BRETT PAYNE
TIMOTHY BENJAMIN WYAND

Within 25 miles of Harpswell, ME, Best Investors lists 92 registered investment advisory firms with 201 offices nearby, managing about $13.6T in combined regulatory AUM across 2,675,490 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 Harpswell

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