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Best financial advisors in North Haven, ME

Registered advisers within 25 miles of North Haven, ME.

Offices
20
Firms
12
Combined AUM
$2.75T
Firm-wide filings, not assets booked only here
Clients
304K
303,512 clients when Item 5C has a number
Avg / client
$9.06M
Combined AUM ÷ clients

Nearby offices

Firms

BIRCH POINT WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
CETERA INVESTMENT ADVISERS LLC
AMPERSAND INVESTMENT ADVISORS
ROBERT W. BAIRD & CO. INCORPORATED
EDWARD JONES
APOLLON WEALTH MANAGEMENT, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
PFS INVESTMENTS INC.

Investors

Brie Ellen Pio
DAVID JAMES PIO
Jerod Morse Cronkite
CHARLES RALPH WHITE
Georgiana Darie
Jesse Bifulco
THOMAS CORNELIUS CHESTER
Sarah Margraves Ruef-Lindquist
CAITLIN Elise HARRINGTON
BRIAN TIMOTHY BEAULIEU
ABRAHAM GREGORY DUGAL
Samuel L Estes
BROOKS W STEVENS
Cole Damian Chase
CATHERINE MARY DOWNEY
PEGGY LYNN JONES-EAST
MATTHEW ROBERT OGIER
Connie L Gardiner
Kenneth Ray Gardiner
Tyler A Curtis-Southard
Peter Masin-Peters
WILLIAM TOREY CARR
BRIANA MICHELLE ANDREONI
MEREDITH ANNE LYON
Andrea Lynn Curtis-Southard
Thomas Wade Griffith
TIMOTHY FLYNN POULIN
NANCY LYNN SCHULTZ
Michael Douglas McLain Curtis
REYNOLDS ROLAND RITCHIE
EUGENE ROLAND NEWTON
DAVID BOUCHARD
ROBERT FRANKLIN STALLWORTH
Glenn Tuell Carlson
Jeffrey Neal O'Roak
Tyler Alexander Small
RYAN SEAN WILLETTE

Within 25 miles of North Haven, ME, Best Investors lists 12 registered investment advisory firms with 20 offices nearby, managing about $2.75T in combined regulatory AUM across 303,512 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 North Haven

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 483 clients · 380 advisers $12.8B AUM