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Best financial advisors in Rockland, ME

Registered advisers within 25 miles of Rockland, ME.

Offices
23
Firms
14
Combined AUM
$3.46T
Firm-wide filings, not assets booked only here
Clients
428K
427,871 clients when Item 5C has a number
Avg / client
$8.09M
Combined AUM ÷ clients

Nearby offices

Firms

APOLLON WEALTH MANAGEMENT, LLC
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.
EDWARD JONES
LPL FINANCIAL LLC
BIRCH POINT WEALTH MANAGEMENT LLC
ROBERT W. BAIRD & CO. INCORPORATED
AMPERSAND INVESTMENT ADVISORS
CETERA INVESTMENT ADVISERS LLC
COMMONWEALTH FINANCIAL NETWORK
AE WEALTH MANAGEMENT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

WILLIAM TOREY CARR
BRIANA MICHELLE ANDREONI
MEREDITH ANNE LYON
NANCY LYNN SCHULTZ
Andrea Lynn Curtis-Southard
Michael Douglas McLain Curtis
BROOKS W STEVENS
Brie Ellen Pio
DAVID JAMES PIO
Connie L Gardiner
Kenneth Ray Gardiner
Tyler A Curtis-Southard
Peter Masin-Peters
PEGGY LYNN JONES-EAST
MATTHEW ROBERT OGIER
CATHERINE MARY DOWNEY
Cole Damian Chase
THOMAS CORNELIUS CHESTER
Sarah Margraves Ruef-Lindquist
CAITLIN Elise HARRINGTON
BRIAN TIMOTHY BEAULIEU
ABRAHAM GREGORY DUGAL
Jerod Morse Cronkite
CHARLES RALPH WHITE
Georgiana Darie
Jesse Bifulco
Samuel L Estes
Thomas Wade Griffith
TIMOTHY FLYNN POULIN
DEVON LEIGH PERRY
MATTHEW J MIGLIORE
Mark John Wassink
ALLAN ARTHUR BECK
REYNOLDS ROLAND RITCHIE
JUDITH ELAINE MCDONALD
OWEN J TAYLOR
DANA MARTIN POSTON
LEVERETT BRAINARD DAVIS

Within 25 miles of Rockland, ME, Best Investors lists 14 registered investment advisory firms with 23 offices nearby, managing about $3.46T in combined regulatory AUM across 427,871 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 Rockland

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 AE WEALTH MANAGEMENT, LLC 10 clients · 487 advisers $49.8B AUM 8 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM