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Best financial advisors in Sanford, ME

Registered advisers within 25 miles of Sanford, ME.

Offices
197
Firms
104
Combined AUM
$13.2T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,688,901 clients when Item 5C has a number
Avg / client
$4.91M
Combined AUM ÷ clients

Nearby offices

Firms

MML INVESTORS SERVICES, LLC
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
FOUNDATIONS INVESTMENT ADVISORS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
ATLANTIC COAST FINANCIAL
LPL ENTERPRISE, LLC
COMMONWEALTH FINANCIAL NETWORK
SALEM ADVISORY GROUP LLC
LPL FINANCIAL LLC
FIDUCIENT ADVISORS LLC

Investors

CHAD M. LISTON
DAVID BRUCE MCNAMEE
Sean Francis Dumont
Jessica Marie Jourdain
KEVIN PAUL MONROE
Andrew Logan Henward
NANCY ANN HAFFORD
LANCE ROBERT HOENIG
DIANE ELIZABETH HOENIG
JENNIFER LYNNE ARPS
Paul E Toole
Andrea Williamson
WILLIAM PAUL GLIDDEN
JOSEPH MICHAEL ALVAREZ
PETER C BISHOP
William O'Shea Rispoli
KEVIN JAMES COLLEY
WARREN GEORGE BERGER
CARL D MARSH
JOHN EDWARD GURSKI
JOHN EDWARD GURSKI
TIMOTHY SEAN URBAN
STEPHEN GIRARD TROTTIER
LESLIE ANN WHITNEY
TIMOTHY COLIN BASCOM
Taylor Dimick
Jacqueline Pampinella

Within 25 miles of Sanford, ME, Best Investors lists 104 registered investment advisory firms with 197 offices nearby, managing about $13.2T in combined regulatory AUM across 2,688,901 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 Sanford

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM