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Best financial advisors in Kennebunk, ME

Registered advisers within 25 miles of Kennebunk, ME.

Offices
303
Firms
145
Combined AUM
$15.2T
Firm-wide filings, not assets booked only here
Clients
2.75M
2,746,847 clients when Item 5C has a number
Avg / client
$5.55M
Combined AUM ÷ clients

Nearby offices

Firms

ATLANTIC COAST FINANCIAL
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
FIDUCIENT ADVISORS LLC
LPL ENTERPRISE, LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
SALEM ADVISORY GROUP LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.

Investors

JENNIFER LYNNE ARPS
Paul E Toole
Andrea Williamson
LANCE ROBERT HOENIG
DIANE ELIZABETH HOENIG
CARL D MARSH
JOHN EDWARD GURSKI
JOHN EDWARD GURSKI
TIMOTHY SEAN URBAN
STEPHEN GIRARD TROTTIER
LESLIE ANN WHITNEY
WILLIAM PAUL GLIDDEN
JOSEPH MICHAEL ALVAREZ
NANCY ANN HAFFORD
CHRISTOPHER GRANT KEEFE
PETER C BISHOP
William O'Shea Rispoli
KEVIN JAMES COLLEY
WARREN GEORGE BERGER
Abigail Bryant
MARK STEWART BROWNE
RICHARD WALKER BUTLER
Taylor Dimick
MATTHEW ALLEN CYR
RHEIS CLOUTIER
WENDY LEA CLOUTIER
KELSEY LYNN DANIELS
MARK ALAN DANIELS
BENJAMIN R DANIELS
RENEE SARAH PIKE
SHARON PERKINS BUNKER
ROBERT JULIAN FELVINCI

Within 25 miles of Kennebunk, ME, Best Investors lists 145 registered investment advisory firms with 303 offices nearby, managing about $15.2T in combined regulatory AUM across 2,746,847 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 Kennebunk

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM