Best financial advisors in Limerick, ME

Registered advisers within 25 miles of Limerick, ME.

Offices

85

Firms

34

Combined AUM

$6.38T

Firm-wide filings, not assets booked only here

Clients

1.10M

1,104,976 clients when Item 5C has a number

Avg / client

$5.77M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

129 FEDERAL ROAD
PARSONSFIELD, ME 04047

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

200 Waterboro Rd.
Alfred, ME 04002

EDWARD JONES

28 STATE STREET
GORHAM, ME 04038

16.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

8 Elm St
GORHAM, ME 04038-1506

17.1 miles away

EDWARD JONES

12 ELM ST SUITE 1
GORHAM, ME 04038-1506

17.1 miles away

EDWARD JONES

906 MAIN ST SUITE A
SANFORD, ME 04073

17.2 miles away

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

6 B Washington St. Suite 101
Sanford, ME 04073

17.2 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

1230 Rt 16
Ossipee, NH 03864

17.7 miles away

SENTINEL FINANCIAL

58 N BROADBAY RD
FREEDOM, NH 03836

18.1 miles away

MML INVESTORS SERVICES, LLC

1137 MAIN STREET BUILDING A, POB 1690
SANFORD, ME 04073

18.2 miles away

PFS INVESTMENTS INC.

48 TANDBERG TRL
WINDHAM, ME 04062

19.8 miles away

KEY INVESTMENT SERVICES LLC

1 Landing Road
Windham, ME 04062

19.8 miles away

EDWARD JONES

778 ROOSEVELT TRAIL
WINDHAM, ME 04062

19.9 miles away

WILLIAM J. KRAUSE CPA, P.C.

8 GOV. WENTWORTH HWY.
WOLFEBORO, NH 03894

19.9 miles away

EAGLE STRATEGIES LLC

918 MAIN ST SUITE D-2
WESTBROOK, ME 04092

20.6 miles away

CETERA INVESTMENT ADVISERS LLC

17 WESTBROOK COMMON
WESTBROOK, ME 04092

20.7 miles away

EDWARD JONES

869 MAIN STREET SUITE 700
WESTBROOK, ME 04092-2867

20.8 miles away

EDWARD JONES

20 EDWARDS AVE SUITE 4
BIDDEFORD, ME 04005

20.8 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

20 Edwards Ave Ste 2
BIDDEFORD, ME 04005-3746

20.8 miles away

LPL FINANCIAL LLC

12 ACORN LANE
WINDHAM, ME 04062

20.9 miles away

Firms

LPL FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

THRIVENT INVESTMENT MANAGEMENT INC.

SENTINEL FINANCIAL

MML INVESTORS SERVICES, LLC

PFS INVESTMENTS INC.

KEY INVESTMENT SERVICES LLC

WILLIAM J. KRAUSE CPA, P.C.

EAGLE STRATEGIES LLC

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

Janet Lisa Connolly

KEVIN PAUL MONROE

MICHAEL JOHN SMITH

Jessica Szafranski

Sean Francis Dumont

Jessica Marie Jourdain

DAVID BRUCE MCNAMEE

Nicholas James Hintz

Christy Marie Alvord

SARAH WILLEY GROLEAU

JOHN DAVID TOYE

CHRISTOPHER DAGESSE WALLACE

TRENT JARED CUNNINGHAM

WILLIAM J. KRAUSE

MATTHEW WILLIAM KRAUSE

Nathan Sean Aldrich

Stephen D. Pate

Jessica Pate Warren

MARK STEWART BROWNE

Mark Giffin Morrison

Within 25 miles of Limerick, ME, Best Investors lists 34 registered investment advisory firms with 85 offices nearby, managing about $6.38T in combined regulatory AUM across 1,104,976 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 Limerick

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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM