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Best financial advisors in Prospect, ME

Registered advisers within 25 miles of Prospect, ME.

Offices
61
Firms
35
Combined AUM
$7.94T
Firm-wide filings, not assets booked only here
Clients
1.01M
1,011,230 clients when Item 5C has a number
Avg / client
$7.85M
Combined AUM ÷ clients

Nearby offices

Firms

LPL ENTERPRISE, LLC
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
OPTIVISE ADVISORY SERVICES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
BROOKSTONE CAPITAL MANAGEMENT LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
WARREN FINANCIAL, LLC
ROYAL FUND MANAGEMENT, LLC
RBC CAPITAL MARKETS, LLC
MORGAN STANLEY
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
KEY INVESTMENT SERVICES LLC

Investors

TOM ALEX GOODMAN
CODY BRIGGS
EUGENE ROLAND NEWTON
DAVID BOUCHARD
ROBERT FRANKLIN STALLWORTH
Glenn Tuell Carlson
Jeffrey Neal O'Roak
REYNOLDS ROLAND RITCHIE
Tyler Alexander Small
RYAN SEAN WILLETTE
PAUL ALLAN DYER
JEFFREY PRATT RUSSELL
SCOTT PERRY CARTER
DONALD CLYDE HAGSTROM
JAY PERIN DEANE
Jeffrey Michael Hagstrom
Thomas Wade Griffith
TIMOTHY FLYNN POULIN
Robin Adair Coombs
Jared Sean O'Roak
Caleb James Warren
JAMES LAURENCE CLIFFORD
Jamie Lamson
MATTHEW PAUL SHANNON
JANE LEE HEWES
MARK ALAN ERHARDT
LISA ANN CHERRY
JEVON H OWENS
DONALD ROY MITCHELL
KENT DAVID SALFI
Logan Shannon
JEFFREY FREDERICK O'SULLIVAN
ARAM ALEXANDER KHAVARI
Sundance James Campbell
DALTON WELLS INGRAHAM
SAMANTHA L BECKER
MARIO THYER
ANGELA ROACH
CHRISTOPHER JOSEPH SHELTON
ALAN MILLER
Rondi Kim Albrecht
DAVID AUBREY DUNFEE
Christopher Marshall

Within 25 miles of Prospect, ME, Best Investors lists 35 registered investment advisory firms with 61 offices nearby, managing about $7.94T in combined regulatory AUM across 1,011,230 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 Prospect

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM