Best financial advisors in Oakland, ME

Registered advisers within 25 miles of Oakland, ME.

Offices

49

Firms

20

Combined AUM

$4.68T

Firm-wide filings, not assets booked only here

Clients

557K

557,404 clients when Item 5C has a number

Avg / client

$8.39M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

145 PLEASANT ST
FARMINGTON, ME 04938

14.2 miles away

LPL FINANCIAL LLC

59 MAIN STREET
MADISON, ME 04950

14.4 miles away

EDWARD JONES

4 GABRIEL DR SUITE 3
AUGUSTA, ME 04330-8165

BANKERS LIFE ADVISORY SERVICES, INC.

442 Civic Center Dr. Suite 450
Augusta, ME 04330

16.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

2 SKYLINE DRIVE
JAY, ME 04239

17.3 miles away

HORACE MANN INVESTORS, INC.

5 ORCHARD ST
AUGUSTA, ME 04330

19.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

38 Bangor St
Augusta, ME 04330

19.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

37 Seawall St
Augusta, ME 04330

19.8 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

60 S Chestnut St
Augusta, ME 04330-7224

19.8 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

320 WATER STREET 1st FLOOR
AUGUSTA, ME 04338

19.8 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

320 Water St FL 4
Augusta, ME 04330

19.8 miles away

AZIMUTH CAPITAL MANAGEMENT, LLC

150 B MAIN STREET
WINTHROP, ME 04364

19.9 miles away

OSAIC WEALTH, INC.

168 B MAIN STREET
WINTHROP, ME 04364

19.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

150 Capitol St Ste 1
Augusta, ME 04330

19.9 miles away

MAINE CENTER FOR WEALTH MANAGEMENT, LLC

6 E. CHESTNUT STREET SUITE L03
AUGUSTA, ME 04330

19.9 miles away

LPL FINANCIAL LLC

150 STATE ST
AUGUSTA, ME 04330

EDWARD JONES

85 STONE STREET
AUGUSTA, ME 04330-0000

20.1 miles away

OSAIC INSTITUTIONS, INC.

368 ROUTE 3
CHINA, ME 04856

20.4 miles away

EDWARD JONES

1 BEECH STREET
HALLOWELL, ME 04347

21.1 miles away

COMMONWEALTH FINANCIAL NETWORK

19 CENTRAL STREET
HALLOWELL, ME 04347

21.4 miles away

Firms

LPL FINANCIAL LLC

BANKERS LIFE ADVISORY SERVICES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

HORACE MANN INVESTORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

AZIMUTH CAPITAL MANAGEMENT, LLC

OSAIC WEALTH, INC.

MAINE CENTER FOR WEALTH MANAGEMENT, LLC

OSAIC INSTITUTIONS, INC.

COMMONWEALTH FINANCIAL NETWORK

Investors

BRIAN STEPHEN BERRY

RANDALL NORMAN DEAN

Kimberly Anne Mackenzie

Christiane J Wadsworth

MICHELLE MARIE MAKI

JEFFREY SCOTT DELISLE

PAUL ALLEN KELLER

MATTHEW JOHN MALONEY

Carol M Gilbert-Tondreau

DANIELLE ANGELIQUE VALLEAU

Samuel Maximillian Mondonedo

KENNETH PAUL DALEY

PATRICK JAMES BRENNAN

SARAH JOHANNA DUNCKEL

JASON DOUGLAS MACDONALD

JENNIFER MICHELLE SAUNDERS

CRAIG ANTHONY STEVENS

GAIL PREBLE CONLEY

Samuel Oppenheim

Eliot J Sergent

STEVEN SCOTT SMITH

Julie Barter Lucas

KENNETH RAYMOND NOTT

Within 25 miles of Oakland, ME, Best Investors lists 20 registered investment advisory firms with 49 offices nearby, managing about $4.68T in combined regulatory AUM across 557,404 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 Oakland

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM