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Best financial advisors in South Berwick, ME

Registered advisers within 25 miles of South Berwick, ME.

Offices
238
Firms
124
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,691,097 clients when Item 5C has a number
Avg / client
$4.95M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
FOUNDATIONS INVESTMENT ADVISORS LLC
LPL FINANCIAL LLC
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
AZTEC FINANCIAL GROUP, LLC
APPRENTIS VENTURES, LLC
CITIZENS SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
J.P. MORGAN SECURITIES LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL ENTERPRISE, LLC

Investors

Jacqueline Pampinella
Andrew Logan Henward
TIMOTHY COLIN BASCOM
PAUL JOSEPH KAGELEIRY
MICHAEL FRANCIS LEBARGE
Zachary Tyler Wasson
ERIC VINCENT WASSON
Sarah Ann Swanson
Joe-Marie Manalac Garcia
Andrew Prescott Trowbridge
DAVID RONALD HATFIELD
Nicholas Timothy Pellman
Justin I Cate
JOHN PATRICK GILL
Ian Oneail
Charles Eliot Lazenby
Brian Joseph Sliney
JOHN TYLER CLYMER
CATHERINE ROSE PAIGE
Noah Robert Paige
Tucker J. Ford
Norine Lima
MARK CHESLEY SVENSON
Christopher Johnson
KIMBERLY VINER PLACE
KYLE POODIACK
JENNIFER LYNN CRAIG

Within 25 miles of South Berwick, ME, Best Investors lists 124 registered investment advisory firms with 238 offices nearby, managing about $13.3T in combined regulatory AUM across 2,691,097 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 South Berwick

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