Best financial advisors in Hartland, ME

Registered advisers within 25 miles of Hartland, ME.

Offices

21

Firms

10

Combined AUM

$2.72T

Firm-wide filings, not assets booked only here

Clients

289K

288,916 clients when Item 5C has a number

Avg / client

$9.41M

Combined AUM ÷ clients

Nearby offices

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

116 MAIN ST.
SKOWHEGAN, ME 04976

12.9 miles away

LPL FINANCIAL LLC

59 MAIN STREET
MADISON, ME 04950

18.7 miles away

CETERA INVESTMENT ADVISERS LLC

43 WESTERN AVE
FAIRFIELD, ME 04937

20.3 miles away

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

91 Main Street
Sangerville, ME 04479

21.2 miles away

LPL FINANCIAL LLC

312 MAIN ST
BINGHAM, ME 04920

21.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

315 Main St
Waterville, ME 04901

22.6 miles away

LPL FINANCIAL LLC

70 MAIN STREET, STE 300
WATERVILLE, ME 04901

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

180 MAIN STREET SUITE 1
WATERVILLE, ME 04901

23.3 miles away

EDWARD JONES

22 COMMON ST
WATERVILLE, ME 04901-6611

23.4 miles away

COMMONWEALTH FINANCIAL NETWORK

51 Main Street
Waterville, ME 04901

23.5 miles away

LPL FINANCIAL LLC

112 CLINTON AVE
WINSLOW, ME 04901

23.5 miles away

LPL FINANCIAL LLC

129 SILVER STREET
WATERVILLE, ME 04901

ENCOMPASS MORE ASSET MANAGEMENT LLC

53 Bay St, 2nd FL
Winslow, ME 04901

24.1 miles away

EXODUS WEALTH, LLC

143 Silver St. Suite 6
Waterville, ME 04901

24.1 miles away

LPL FINANCIAL LLC

11 WASHINGTON ST
WATERVILLE, ME 04901

24.3 miles away

EDWARD JONES

87 KENNEDY MEMORIAL DR
WATERVILLE, ME 04901-5128

24.3 miles away

EDWARD JONES

295 KENNEDY MEMORIAL DRIVE SUITE 5
WATERVILLE, ME 04901

24.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

305 Kennedy Memorial Drive
Waterville, ME 04901

24.3 miles away

CHOICE WEALTH ADVISORS LLC

325-D KENNEDY MEMORIAL DRIVE
WATERVILLE, ME 04901

24.3 miles away

CETERA INVESTMENT ADVISERS LLC

325-D KENNEDY MEMORIAL DRIVE
WATERVILLE, ME 04901

24.3 miles away

Firms

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

COMMONWEALTH FINANCIAL NETWORK

ENCOMPASS MORE ASSET MANAGEMENT LLC

EXODUS WEALTH, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CHOICE WEALTH ADVISORS LLC

Investors

ETHAN KNAPP MASTERMAN

BRIAN STEPHEN BERRY

RANDALL NORMAN DEAN

BETHANY HOLMES RODERIGUE

KAMRON LES KIMBALL

GRAHAM S. GOULETTE

DAVID PAUL DOANE

Joseph Michael Jabar

FREDERICK HAMILTON FISCHER

LISA LYNNE POMERLEAU

Cheryl M Flewelling

Seth Timothy Carlson

Ryan Anthony Bean

Christopher B Beaulieu

KEVIN RONALD SULLIVAN

BRIAN MICHAEL BERNATCHEZ

ALBERT JOSEPH LANGUET

KATHRYN BERNATCHEZ

Katherine Marie Higgins

Chelsey Patricia Oliver

ANIMA NIKONTHET

RONALD EDWIN MERRILL

Anthony Edward Sementelli

Sasha Fitzpatrick

Luke Claude Rodrigue

JOHN MALCOLM FORTIER

CHRISTOPHER ARTHUR MARKOS

MATTHEW JAMES LIBBY

GLENN RICHARD WHALEN

Within 25 miles of Hartland, ME, Best Investors lists 10 registered investment advisory firms with 21 offices nearby, managing about $2.72T in combined regulatory AUM across 288,916 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 Hartland

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 483 clients · 380 advisers $12.8B AUM 8 ENCOMPASS MORE ASSET MANAGEMENT LLC 28 clients · 89 advisers $985M AUM