Best Investors Account Sign in

Best financial advisors in Lincolnville, ME

Registered advisers within 25 miles of Lincolnville, ME.

Offices
24
Firms
14
Combined AUM
$2.82T
Firm-wide filings, not assets booked only here
Clients
316K
315,640 clients when Item 5C has a number
Avg / client
$8.95M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
LPL FINANCIAL LLC
CETERA INVESTMENT ADVISERS LLC
AMPERSAND INVESTMENT ADVISORS
ROBERT W. BAIRD & CO. INCORPORATED
BIRCH POINT WEALTH MANAGEMENT LLC
APOLLON WEALTH MANAGEMENT, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.
LPL ENTERPRISE, LLC

Investors

Thomas Wade Griffith
TIMOTHY FLYNN POULIN
REYNOLDS ROLAND RITCHIE
DAVID BOUCHARD
ROBERT FRANKLIN STALLWORTH
EUGENE ROLAND NEWTON
Samuel L Estes
BROOKS W STEVENS
Jerod Morse Cronkite
CHARLES RALPH WHITE
Georgiana Darie
Jesse Bifulco
THOMAS CORNELIUS CHESTER
Sarah Margraves Ruef-Lindquist
CAITLIN Elise HARRINGTON
BRIAN TIMOTHY BEAULIEU
ABRAHAM GREGORY DUGAL
Glenn Tuell Carlson
Jeffrey Neal O'Roak
Cole Damian Chase
CATHERINE MARY DOWNEY
PEGGY LYNN JONES-EAST
MATTHEW ROBERT OGIER
Connie L Gardiner
Kenneth Ray Gardiner
Tyler A Curtis-Southard
Peter Masin-Peters
Brie Ellen Pio
DAVID JAMES PIO
WILLIAM TOREY CARR
BRIANA MICHELLE ANDREONI
MEREDITH ANNE LYON
Andrea Lynn Curtis-Southard
NANCY LYNN SCHULTZ
Michael Douglas McLain Curtis
TOM ALEX GOODMAN
CODY BRIGGS

Within 25 miles of Lincolnville, ME, Best Investors lists 14 registered investment advisory firms with 24 offices nearby, managing about $2.82T in combined regulatory AUM across 315,640 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 Lincolnville

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B 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 AE WEALTH MANAGEMENT, LLC 10 clients · 487 advisers $49.8B AUM 7 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM