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Best financial advisors in Old Orchard Beach, ME

Registered advisers within 25 miles of Old Orchard Beach, ME.

Offices
190
Firms
85
Combined AUM
$13.6T
Firm-wide filings, not assets booked only here
Clients
2.50M
2,502,491 clients when Item 5C has a number
Avg / client
$5.45M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
LPL ENTERPRISE, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
PFS INVESTMENTS INC.
BANKERS LIFE ADVISORY SERVICES, INC.
BLUE POINT FINANCIAL, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.

Investors

Samuel Adams Kany
WILLIAM ALEXANDER CARAS
RYAN TUTTLE
Brandon William Goodrich
Edward Patrick Foley
Donald Scott Gondzar
MICHELLE RABER
Michael Gosciminski
Quang Ngoc Nguyen
PEGGY POULIN HORTON
SHARON PERKINS BUNKER
ROBERT JULIAN FELVINCI
RHEIS CLOUTIER
WENDY LEA CLOUTIER
KELSEY LYNN DANIELS
MARK ALAN DANIELS
BENJAMIN R DANIELS
RENEE SARAH PIKE
MATTHEW ALLEN CYR
April Lynn Grant
Stephanie Lynne Greenlaw
MICHAEL DAVID SECORD
Jason Margeson
Amber Lynn Shaw
SCOTT WILSON BARKER
James Cahill Gavin
RICHARD WALKER BUTLER
TIMOTHY ARTHUR O'HALLORAN
JUSTIN TYLER BEAUREGARD
Sophie Alexandra Lamb
Carson Rhys McEvoy
Aaron Min-Kee Wallof
JAMES EDWARD LAMB
BRYAN SCOTT VANDUSSEN
Nicholas Auger
Kathleen K Shea
Roger A Auger
Jacob Goff
PATRICK DAVID LAWLER
SHAWN T DENECKER
WARREN CHARLES SPENCER
DAVID ROBERT CHAMBERS
Daniel Joseph Dougherty
RICHARD EDWARD MURPHY
JEROME BRIAN PRICE
WILLIAM BRIAN WHITING

Within 25 miles of Old Orchard Beach, ME, Best Investors lists 85 registered investment advisory firms with 190 offices nearby, managing about $13.6T in combined regulatory AUM across 2,502,491 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 Old Orchard Beach

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM