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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
STATE FARM INVESTMENT MANAGEMENT CORP.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
STRAIGHT FORWARD WEALTH MANAGEMENT, LLC
INTEGRITY ADVISORY SOLUTIONS
SINTRA CAPITAL CORP
CETERA INVESTMENT ADVISERS LLC
PFS INVESTMENTS INC.
ON INVESTMENT MANAGEMENT CO
INDEPENDENCE FINANCIAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Abigail Bryant
MARK STEWART BROWNE
RICHARD WALKER BUTLER
KEVIN PAUL MONROE
THOMAS RUSSELL BURBANK
McKeea M Fields
RICHARD SAMUEL HILOW
Rebecca Jane Jones Fields
Joseph Michael Polychronis
William Jon Goldstein
JOHN HOWARD PINTO
SHARON PERKINS BUNKER
ROBERT JULIAN FELVINCI
MATTHEW ALLEN CYR
RHEIS CLOUTIER
WENDY LEA CLOUTIER
KELSEY LYNN DANIELS
MARK ALAN DANIELS
BENJAMIN R DANIELS
RENEE SARAH PIKE
THOMAS JOSEPH SOWINSKI
Kevin Ryan
John Matthew St Pierre
Luis Mauricio Trigueros
PEGGY POULIN HORTON
TAMMY LEE LAVERTUE
RICK LEE CRETEAU
JOHN RICHARD CRETEAU
RICHARD KENNETH HACKETT
JOHN RONALD LACHAPELLE
JARED BRANT KOELKER
RYAN THOMAS LEVASSEUR
DON MATTHEW SILK
PHILLIP ANDREW CURTIS
Zachary D Silk

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