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Best financial advisors in Ogunquit, ME

Registered advisers within 25 miles of Ogunquit, ME.

Offices
226
Firms
119
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,689,447 clients when Item 5C has a number
Avg / client
$4.93M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
SALEM ADVISORY GROUP LLC
COMMONWEALTH FINANCIAL NETWORK
STATE FARM INVESTMENT MANAGEMENT CORP.
ZEN FINANCIAL PLANNING, LLC
LPL ENTERPRISE, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
ATLANTIC COAST FINANCIAL
LPL FINANCIAL LLC
FIDUCIENT ADVISORS LLC

Investors

Taylor Dimick
PETER C BISHOP
William O'Shea Rispoli
KEVIN JAMES COLLEY
WARREN GEORGE BERGER
JOSEPH MICHAEL ALVAREZ
NANCY ANN HAFFORD
Anthony Corsino
WILLIAM PAUL GLIDDEN
Andrew Logan Henward
MARYAN TWIBLE
Stanley William Hultin
JOSHUA Irving BARTLETT
LANCE ROBERT HOENIG
DIANE ELIZABETH HOENIG
JENNIFER LYNNE ARPS
Paul E Toole
Andrea Williamson
CHRISTOPHER GRANT KEEFE
LESLIE ANN WHITNEY
Jacqueline Pampinella
CARL D MARSH
JOHN EDWARD GURSKI
JOHN EDWARD GURSKI
TIMOTHY SEAN URBAN
STEPHEN GIRARD TROTTIER

Within 25 miles of Ogunquit, ME, Best Investors lists 119 registered investment advisory firms with 226 offices nearby, managing about $13.3T in combined regulatory AUM across 2,689,447 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 Ogunquit

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM