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Best financial advisors in Lowell, ME

Registered advisers within 25 miles of Lowell, ME.

Offices
3
Firms
3
Combined AUM
$286B
Firm-wide filings, not assets booked only here
Clients
92.3K
92,307 clients when Item 5C has a number
Avg / client
$3.10M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
OSAIC WEALTH, INC.

Investors

Kathryn Anne Commeau
MEGAN ANNE FREEDMAN
Joseph Patrick Timmerman
KIRK MERLE FOGG

Within 25 miles of Lowell, ME, Best Investors lists 3 registered investment advisory firms with 3 offices nearby, managing about $286B in combined regulatory AUM across 92,307 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 Lowell

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

1 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 2 ADVICE AND PLANNING SERVICES 35,647 clients · 1,783 advisers $37.9B AUM 3 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM