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Best financial advisors in Lovell, ME

Registered advisers within 25 miles of Lovell, ME.

Offices
14
Firms
7
Combined AUM
$2.95T
Firm-wide filings, not assets booked only here
Clients
440K
439,810 clients when Item 5C has a number
Avg / client
$6.72M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ROCKWORTH INVESTMENT SERVICES LLC
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

Lucas Jordan
KATHLEEN EILEEN SWEENEY
DOUGLAS EDWARD HOWES
Frances Day
DIANA MARIE REO
JANICE G AINSWORTH
Joel Thomas Speakman
Eric James Tierno
LINDA L SJOSTROM
Tracy Ann Cunning
Richard Michael Mollicone
David J Farago
Jessica Lynn Putnam
Cliff Scott
Raymond Leo Landry
Shane Matthew Bertrand
GLENN JAY TASSEY
Joseph Benoit Dupuis
Brandon Lavertu
STEPHEN PRICE GOLDSMITH

Within 25 miles of Lovell, ME, Best Investors lists 7 registered investment advisory firms with 14 offices nearby, managing about $2.95T in combined regulatory AUM across 439,810 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 Lovell

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B 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 ROCKWORTH INVESTMENT SERVICES LLC 1 advisers $7.79M AUM