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Best financial advisors in Phippsburg, ME

Registered advisers within 25 miles of Phippsburg, ME.

Offices
144
Firms
82
Combined AUM
$13.4T
Firm-wide filings, not assets booked only here
Clients
2.46M
2,458,196 clients when Item 5C has a number
Avg / client
$5.47M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
EDWARD JONES
PFS INVESTMENTS INC.
CETERA INVESTMENT ADVISERS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
SHORELINE CAPITAL CORPORATION
NORTHWOODS WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KEY INVESTMENT SERVICES LLC
LPL FINANCIAL LLC
CEI VENTURES, INC.
COMMONWEALTH FINANCIAL NETWORK
OUTFITTER FINANCIAL
CAPITAL WEALTH PLANNING SERVICES
MML INVESTORS SERVICES, LLC

Investors

JASON CARTER RITCHIE
Matthew R Crane
Jeffrey David Labbe
STEPHEN JOHN ST JEAN
AMY LEIGH LACAVERA
SCOTT LOUIS LEMIEUX
WILLIAM JOSEPH GOLDENBERG
JEAN ELAINE HUBER
James Derek Cook
Thomas Irwin Perkins
CHRISTINE MARGARET GRIMES
Peter Lowell
Thomas Cameron Carr
ANDREW ELLIOT BURNS
Joseph Vincent Marro
PETER STEVEN COOPERSMITH
April Elizabeth Caron
Timothy D. Haugh
DAREN PHILLIP SEEKINS
JOHN FRANCIS TILTON
DAVID ANDREW KENKEL
PAUL MICHAEL SUYAMA

Within 25 miles of Phippsburg, ME, Best Investors lists 82 registered investment advisory firms with 144 offices nearby, managing about $13.4T in combined regulatory AUM across 2,458,196 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 Phippsburg

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