Best financial advisors in Somerville, ME

Registered advisers within 25 miles of Somerville, ME.

Offices

58

Firms

27

Combined AUM

$4.22T

Firm-wide filings, not assets booked only here

Clients

560K

559,851 clients when Item 5C has a number

Avg / client

$7.54M

Combined AUM ÷ clients

Nearby offices

HORACE MANN INVESTORS, INC.

5 ORCHARD ST
AUGUSTA, ME 04330

16.6 miles away

LPL FINANCIAL LLC

111 Main Street
Richmond, ME 04357

17.5 miles away

BANKERS LIFE ADVISORY SERVICES, INC.

442 Civic Center Dr. Suite 450
Augusta, ME 04330

17.9 miles away

LPL FINANCIAL LLC

188 MAIN ST
THOMASTON, ME 04861

18.1 miles away

EDWARD JONES

165 Main Street
Thomaston, ME 04861

18.1 miles away

EDWARD JONES

4 GABRIEL DR SUITE 3
AUGUSTA, ME 04330-8165

18.2 miles away

CREATIVE FINANCIAL DESIGNS, INC.

10 Homestead Way
Richmond, ME 04357

19.3 miles away

SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.

147 PARK STREET
ROCKLAND, ME 04841

20.3 miles away

APOLLON WEALTH MANAGEMENT, LLC

91 CAMDEN STREET SUITE 310
ROCKLAND, ME 04841

20.7 miles away

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

91 CAMDEN ST., STE 303 BOX 3 BREAKWATER BLDG
ROCKLAND, ME 04841

20.7 miles away

EDWARD JONES

315 MAIN ST SUITE 201
ROCKLAND, ME 04841

20.7 miles away

EDWARD JONES

87 ELM STREET SUITE 104B
CAMDEN, ME 04843

21.2 miles away

ROBERT W. BAIRD & CO. INCORPORATED

92 Elm Street
Camden, ME 04843

21.2 miles away

BIRCH POINT WEALTH MANAGEMENT LLC

18 CENTRAL STREET
ROCKPORT, ME 04856

21.2 miles away

AMPERSAND INVESTMENT ADVISORS

73 ELM ST
CAMDEN, ME 04843

21.3 miles away

CETERA INVESTMENT ADVISERS LLC

44 Elm Street
CAMDEN, ME 04843

21.4 miles away

LPL FINANCIAL LLC

2 ELM ST
CAMDEN, ME 04843

21.5 miles away

COMMONWEALTH FINANCIAL NETWORK

31 CHESTNUT STREET
CAMDEN, ME 04843

21.5 miles away

LPL FINANCIAL LLC

24 BAY VIEW ST SUITE 2
CAMDEN, ME 04843

21.6 miles away

LPL FINANCIAL LLC

514 WICASSET ROAD, SUITE 3
BOOTHBAY HARBOR, ME 04537

21.8 miles away

Firms

HORACE MANN INVESTORS, INC.

LPL FINANCIAL LLC

BANKERS LIFE ADVISORY SERVICES, INC.

CREATIVE FINANCIAL DESIGNS, INC.

SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.

APOLLON WEALTH MANAGEMENT, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

ROBERT W. BAIRD & CO. INCORPORATED

BIRCH POINT WEALTH MANAGEMENT LLC

AMPERSAND INVESTMENT ADVISORS

CETERA INVESTMENT ADVISERS LLC

COMMONWEALTH FINANCIAL NETWORK

Investors

JEFFREY SCOTT DELISLE

MICHAEL PHILLIP CLARK

BROOKS W STEVENS

Michael Douglas McLain Curtis

Kimberly Anne Mackenzie

Damian Kenneth Smith

NANCY LYNN SCHULTZ

WILLIAM TOREY CARR

BRIANA MICHELLE ANDREONI

MEREDITH ANNE LYON

Andrea Lynn Curtis-Southard

Connie L Gardiner

Kenneth Ray Gardiner

Tyler A Curtis-Southard

Peter Masin-Peters

PEGGY LYNN JONES-EAST

MATTHEW ROBERT OGIER

DAVID JAMES PIO

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

Within 25 miles of Somerville, ME, Best Investors lists 27 registered investment advisory firms with 58 offices nearby, managing about $4.22T in combined regulatory AUM across 559,851 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 Somerville

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM