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Best financial advisors in New Gloucester, ME

Registered advisers within 25 miles of New Gloucester, ME.

Offices
192
Firms
90
Combined AUM
$13.9T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,675,521 clients when Item 5C has a number
Avg / client
$5.18M
Combined AUM ÷ clients

Nearby offices

Firms

CORNERSTONE WEALTH PLANNING
LPL FINANCIAL LLC
HIGHTOWER ADVISORS, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
PFS INVESTMENTS INC.
EQUITABLE ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
FOUNDATIONS INVESTMENT ADVISORS LLC
CETERA INVESTMENT ADVISERS LLC
ARKADIOS WEALTH ADVISORS
MWA FINANCIAL SERVICES INC.
COMMONWEALTH FINANCIAL NETWORK

Investors

JON-WESLEY AUSTIN DAVIS
MELINDA FROST DAVIS
STEPHEN CHARLES POTTS
MICHAEL SIMMONS
DEREK DAVID SIMKOWITZ
Holly Lynn Benson
ERIC LANCE GILMAN
Kali H. Laganiere
JOSEPH ROBERT POIRIER
MARC ROBERT POIRIER
AUSTIN RICHARD ALBERT
Ryan MR Godin
RICHARD JOSEPH GARCIA
LINDA SUSAN MCKENNEY
Bradley Lydell Mates
MICHAEL ARMAND GODIN
MARC NORMAND PAQUETTE
Jacob Goff
Nicholas Auger
Roger A Auger
CHAD THOMAS RICHARD
SHAWN BONITA WRIGHT
DONALD LEONARD RICHARD
Ethan Thomas Richard
Michael Christopher Nerney
Colby Dionne
Gary Lee Bragg
VANCE M. JOHNSON
RICHARD S CLOUGH
Carlo M Zanoni
DAVID COSTA SMIRLES
STEVEN ROBERT ENGLISH
ANDREA WADE KARKOS
MATTHEW BLAKE KING
NATHAN PAUL MACDONALD
LESLIE EARLE STEVENS
LENAJO MARIE HARTLEY
Quinlan Leary
Mark Giffin Morrison
Seth O Vlahakos
CHRISTIAN PETER BISHOP
JOSEPH COTE

Within 25 miles of New Gloucester, ME, Best Investors lists 90 registered investment advisory firms with 192 offices nearby, managing about $13.9T in combined regulatory AUM across 2,675,521 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 New Gloucester

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM