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Best financial advisors in New Vineyard, ME

Registered advisers within 25 miles of New Vineyard, ME.

Offices
6
Firms
4
Combined AUM
$2.51T
Firm-wide filings, not assets booked only here
Clients
363K
363,183 clients when Item 5C has a number
Avg / client
$6.90M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Kirk E Doyle
AARON CALVIN KNAPP
AMY BOGUE BOND
Melissa Ann Spencer
BONNIE JEAN ALECK
BRIAN STEPHEN BERRY
RANDALL NORMAN DEAN
ETHAN KNAPP MASTERMAN
DAVID PAUL DOANE
Christiane J Wadsworth
MICHELLE MARIE MAKI

Within 25 miles of New Vineyard, ME, Best Investors lists 4 registered investment advisory firms with 6 offices nearby, managing about $2.51T in combined regulatory AUM across 363,183 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 Vineyard

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 UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 483 clients · 380 advisers $12.8B AUM