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Best financial advisors in South Waterford, ME

Registered advisers within 25 miles of South Waterford, ME.

Offices
10
Firms
8
Combined AUM
$3.15T
Firm-wide filings, not assets booked only here
Clients
425K
424,902 clients when Item 5C has a number
Avg / client
$7.41M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
PFS INVESTMENTS INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
ROCKWORTH INVESTMENT SERVICES LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Joel Thomas Speakman
Eric James Tierno
Lucas Jordan
Tracy Ann Cunning
Richard Michael Mollicone
David J Farago
Jessica Lynn Putnam
KATHLEEN EILEEN SWEENEY
DOUGLAS EDWARD HOWES
Frances Day
RANDY PAUL MARTIN
SCOTT WALLACE GAGNE
DIANA MARIE REO
JANICE G AINSWORTH
Kali H. Laganiere

Within 25 miles of South Waterford, ME, Best Investors lists 8 registered investment advisory firms with 10 offices nearby, managing about $3.15T in combined regulatory AUM across 424,902 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 Waterford

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 ROCKWORTH INVESTMENT SERVICES LLC 1 advisers $7.79M AUM