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Best financial advisors in Milbridge, ME

Registered advisers within 25 miles of Milbridge, ME.

Offices
7
Firms
5
Combined AUM
$1.14T
Firm-wide filings, not assets booked only here
Clients
30.2K
30,192 clients when Item 5C has a number
Avg / client
$37.6M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC INSTITUTIONS, INC.
COSTON, MCISAAC & SHEA FINANCIAL ADVISORS
COSTON AND MCISAAC INVESTMENT ADVISERS, LLC
EDWARD JONES
MML INVESTORS SERVICES, LLC

Investors

DENNIS MICHAEL KINGHORN
ANDREW ROBERT SHEA
RYAN PAUL WILLETTE
CHESTER GARY LLOYD
RONALD J WROBEL
Nicholas Norman Shaw
Matthew William McEachern
PAUL ARNOLD COSTON
PATRICIA A. POTTLE
MAURICE JOSEPH MCISAAC
Michael James Marino
Elise Nicole Frank
GEORGE M JELLISON

Within 25 miles of Milbridge, ME, Best Investors lists 5 registered investment advisory firms with 7 offices nearby, managing about $1.14T in combined regulatory AUM across 30,192 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 Milbridge

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 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM 3 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM 4 COSTON, MCISAAC & SHEA FINANCIAL ADVISORS 1,254 clients · 7 advisers $467M AUM