Best financial advisors in Leeds, ME

Registered advisers within 25 miles of Leeds, ME.

Offices

44

Firms

22

Combined AUM

$5.54T

Firm-wide filings, not assets booked only here

Clients

659K

658,806 clients when Item 5C has a number

Avg / client

$8.40M

Combined AUM ÷ clients

Nearby offices

EQUITABLE ADVISORS, LLC

1125 LISBON STREET
LEWISTON, ME 04240

15.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

2 SKYLINE DRIVE
JAY, ME 04239

15.7 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

683 Minot Ave
Auburn, ME 04210

15.9 miles away

HORACE MANN INVESTORS, INC.

5 ORCHARD ST
AUGUSTA, ME 04330

16.4 miles away

EDWARD JONES

1 BEECH STREET
HALLOWELL, ME 04347

16.6 miles away

COMMONWEALTH FINANCIAL NETWORK

19 CENTRAL STREET
HALLOWELL, ME 04347

16.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

150 Capitol St Ste 1
Augusta, ME 04330

BANKERS LIFE ADVISORY SERVICES, INC.

442 Civic Center Dr. Suite 450
Augusta, ME 04330

17.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

60 S Chestnut St
Augusta, ME 04330-7224

17.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

37 Seawall St
Augusta, ME 04330

17.4 miles away

LPL FINANCIAL LLC

690 Maine Ave
Farmingdale, ME 04344

17.5 miles away

LPL FINANCIAL LLC

150 STATE ST
AUGUSTA, ME 04330

17.5 miles away

EDWARD JONES

4 GABRIEL DR SUITE 3
AUGUSTA, ME 04330-8165

17.5 miles away

GRP RETIREMENT PLANNING

633 MAINE AVENUE
FARMINGDALE, ME 04344

17.6 miles away

CETERA INVESTMENT ADVISERS LLC

585 MAINE AVENUE SUITE B
FARMINGDALE, ME 04344

17.8 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

320 WATER STREET 1st FLOOR
AUGUSTA, ME 04338

17.8 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

320 Water St FL 4
Augusta, ME 04330

17.8 miles away

MAINE CENTER FOR WEALTH MANAGEMENT, LLC

6 E. CHESTNUT STREET SUITE L03
AUGUSTA, ME 04330

18.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

38 Bangor St
Augusta, ME 04330

18.2 miles away

EDWARD JONES

85 STONE STREET
AUGUSTA, ME 04330-0000

18.3 miles away

Firms

EQUITABLE ADVISORS, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

HORACE MANN INVESTORS, INC.

COMMONWEALTH FINANCIAL NETWORK

BANKERS LIFE ADVISORY SERVICES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

GRP RETIREMENT PLANNING

CETERA INVESTMENT ADVISERS LLC

MAINE CENTER FOR WEALTH MANAGEMENT, LLC

Investors

JOSEPH ROBERT POIRIER

MARC ROBERT POIRIER

Christiane J Wadsworth

MICHELLE MARIE MAKI

Kali H. Laganiere

JEFFREY SCOTT DELISLE

Julie Barter Lucas

KENNETH RAYMOND NOTT

SARAH JOHANNA DUNCKEL

JASON DOUGLAS MACDONALD

JENNIFER MICHELLE SAUNDERS

Carol M Gilbert-Tondreau

MATTHEW JOHN MALONEY

JOHN ERNEST HALLEE

GAIL PREBLE CONLEY

Kimberly Anne Mackenzie

Lance Kenneth James Harder

JACOB DANIEL COAN

John Cameron Bandstra

PATRICIA ANN FLAGG

DANIELLE ANGELIQUE VALLEAU

Samuel Maximillian Mondonedo

CRAIG ANTHONY STEVENS

PAUL ALLEN KELLER

Samuel Oppenheim

Eliot J Sergent

Within 25 miles of Leeds, ME, Best Investors lists 22 registered investment advisory firms with 44 offices nearby, managing about $5.54T in combined regulatory AUM across 658,806 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 Leeds

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

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 2 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM