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Best financial advisors in Rockport, ME

Registered advisers within 25 miles of Rockport, ME.

Offices
26
Firms
17
Combined AUM
$3.46T
Firm-wide filings, not assets booked only here
Clients
428K
427,886 clients when Item 5C has a number
Avg / client
$8.09M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

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
Samuel L Estes
BROOKS W STEVENS
Jerod Morse Cronkite
CHARLES RALPH WHITE
Georgiana Darie
Jesse Bifulco
WILLIAM TOREY CARR
BRIANA MICHELLE ANDREONI
MEREDITH ANNE LYON
Andrea Lynn Curtis-Southard
NANCY LYNN SCHULTZ
Michael Douglas McLain Curtis
Thomas Wade Griffith
TIMOTHY FLYNN POULIN
DEVON LEIGH PERRY
MATTHEW J MIGLIORE
Mark John Wassink
ALLAN ARTHUR BECK
REYNOLDS ROLAND RITCHIE
DAVID BOUCHARD
ROBERT FRANKLIN STALLWORTH
EUGENE ROLAND NEWTON

Within 25 miles of Rockport, ME, Best Investors lists 17 registered investment advisory firms with 26 offices nearby, managing about $3.46T in combined regulatory AUM across 427,886 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 Rockport

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