Best financial advisors in Palermo, ME

Registered advisers within 25 miles of Palermo, ME.

Offices

52

Firms

22

Combined AUM

$3.97T

Firm-wide filings, not assets booked only here

Clients

502K

502,038 clients when Item 5C has a number

Avg / client

$7.92M

Combined AUM ÷ clients

Nearby offices

OSAIC INSTITUTIONS, INC.

368 ROUTE 3
CHINA, ME 04856

LPL FINANCIAL LLC

112 CLINTON AVE
WINSLOW, ME 04901

13.8 miles away

ENCOMPASS MORE ASSET MANAGEMENT LLC

53 Bay St, 2nd FL
Winslow, ME 04901

13.9 miles away

EDWARD JONES

22 COMMON ST
WATERVILLE, ME 04901-6611

14.4 miles away

COMMONWEALTH FINANCIAL NETWORK

51 Main Street
Waterville, ME 04901

14.4 miles away

LPL FINANCIAL LLC

129 SILVER STREET
WATERVILLE, ME 04901

14.5 miles away

EXODUS WEALTH, LLC

143 Silver St. Suite 6
Waterville, ME 04901

14.6 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

753 W River Rd.
Waterville, ME 04901

14.6 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

180 MAIN STREET SUITE 1
WATERVILLE, ME 04901

14.6 miles away

LPL FINANCIAL LLC

70 MAIN STREET, STE 300
WATERVILLE, ME 04901

14.9 miles away

EDWARD JONES

87 KENNEDY MEMORIAL DR
WATERVILLE, ME 04901-5128

14.9 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

315 Main St
Waterville, ME 04901

15.4 miles away

EDWARD JONES

295 KENNEDY MEMORIAL DRIVE SUITE 5
WATERVILLE, ME 04901

15.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

305 Kennedy Memorial Drive
Waterville, ME 04901

15.5 miles away

CHOICE WEALTH ADVISORS LLC

325-D KENNEDY MEMORIAL DRIVE
WATERVILLE, ME 04901

15.5 miles away

CETERA INVESTMENT ADVISERS LLC

325-D KENNEDY MEMORIAL DRIVE
WATERVILLE, ME 04901

15.5 miles away

LPL FINANCIAL LLC

11 WASHINGTON ST
WATERVILLE, ME 04901

15.9 miles away

CETERA INVESTMENT ADVISERS LLC

43 WESTERN AVE
FAIRFIELD, ME 04937

STATE FARM INVESTMENT MANAGEMENT CORP.

38 Bangor St
Augusta, ME 04330

17.4 miles away

EDWARD JONES

85 STONE STREET
AUGUSTA, ME 04330-0000

17.5 miles away

Firms

OSAIC INSTITUTIONS, INC.

LPL FINANCIAL LLC

ENCOMPASS MORE ASSET MANAGEMENT LLC

COMMONWEALTH FINANCIAL NETWORK

EXODUS WEALTH, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

STATE FARM INVESTMENT MANAGEMENT CORP.

CHOICE WEALTH ADVISORS LLC

CETERA INVESTMENT ADVISERS LLC

Investors

STEVEN SCOTT SMITH

KEVIN RONALD SULLIVAN

ANIMA NIKONTHET

Seth Timothy Carlson

Ryan Anthony Bean

Christopher B Beaulieu

BRIAN MICHAEL BERNATCHEZ

ALBERT JOSEPH LANGUET

KATHRYN BERNATCHEZ

Katherine Marie Higgins

Chelsey Patricia Oliver

RONALD EDWIN MERRILL

William Cote Paradis

Christopher Adam Steiner

Michael Adam Cleary

Cheryl M Flewelling

LISA LYNNE POMERLEAU

Sasha Fitzpatrick

Joseph Michael Jabar

FREDERICK HAMILTON FISCHER

Luke Claude Rodrigue

JOHN MALCOLM FORTIER

CHRISTOPHER ARTHUR MARKOS

MATTHEW JAMES LIBBY

GLENN RICHARD WHALEN

Anthony Edward Sementelli

BETHANY HOLMES RODERIGUE

PAUL ALLEN KELLER

Samuel Oppenheim

Eliot J Sergent

Within 25 miles of Palermo, ME, Best Investors lists 22 registered investment advisory firms with 52 offices nearby, managing about $3.97T in combined regulatory AUM across 502,038 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 Palermo

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B 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 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM