Best financial advisors in Spruce Head, ME

Registered advisers within 25 miles of Spruce Head, ME.

Offices

20

Firms

12

Combined AUM

$3.43T

Firm-wide filings, not assets booked only here

Clients

428K

427,871 clients when Item 5C has a number

Avg / client

$8.02M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

188 MAIN ST
THOMASTON, ME 04861

EDWARD JONES

165 Main Street
Thomaston, ME 04861

SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.

147 PARK STREET
ROCKLAND, ME 04841

EDWARD JONES

315 MAIN ST SUITE 201
ROCKLAND, ME 04841

APOLLON WEALTH MANAGEMENT, LLC

91 CAMDEN STREET SUITE 310
ROCKLAND, ME 04841

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

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

LPL FINANCIAL LLC

1768 ATLANTIC HWY
WALDOBORO, ME 04572

13.4 miles away

BIRCH POINT WEALTH MANAGEMENT LLC

18 CENTRAL STREET
ROCKPORT, ME 04856

13.5 miles away

EDWARD JONES

87 ELM STREET SUITE 104B
CAMDEN, ME 04843

14.6 miles away

ROBERT W. BAIRD & CO. INCORPORATED

92 Elm Street
Camden, ME 04843

14.6 miles away

AMPERSAND INVESTMENT ADVISORS

73 ELM ST
CAMDEN, ME 04843

14.8 miles away

AE WEALTH MANAGEMENT, LLC

816 Atlantic Hwy
Waldoboro, ME 04572

14.9 miles away

CETERA INVESTMENT ADVISERS LLC

44 Elm Street
CAMDEN, ME 04843

COMMONWEALTH FINANCIAL NETWORK

31 CHESTNUT STREET
CAMDEN, ME 04843

LPL FINANCIAL LLC

24 BAY VIEW ST SUITE 2
CAMDEN, ME 04843

LPL FINANCIAL LLC

2 ELM ST
CAMDEN, ME 04843

15.1 miles away

CETERA INVESTMENT ADVISERS LLC

223 MAIN ST
DAMARISCOTTA, ME 04543

19.2 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

165 Main St Suite 2D PO BOX 68
Damariscotta, ME 04543

19.4 miles away

EDWARD JONES

2516 ATLANTIC HWY
LINCOLNVILLE, ME 04849

20.7 miles away

LPL FINANCIAL LLC

514 WICASSET ROAD, SUITE 3
BOOTHBAY HARBOR, ME 04537

24.4 miles away

Firms

LPL FINANCIAL LLC

SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.

APOLLON WEALTH MANAGEMENT, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

BIRCH POINT WEALTH MANAGEMENT LLC

ROBERT W. BAIRD & CO. INCORPORATED

AMPERSAND INVESTMENT ADVISORS

AE WEALTH MANAGEMENT, LLC

CETERA INVESTMENT ADVISERS LLC

COMMONWEALTH FINANCIAL NETWORK

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

BROOKS W STEVENS

Michael Douglas McLain Curtis

NANCY LYNN SCHULTZ

Andrea Lynn Curtis-Southard

WILLIAM TOREY CARR

BRIANA MICHELLE ANDREONI

MEREDITH ANNE LYON

DEVON LEIGH PERRY

MATTHEW J MIGLIORE

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

Mark John Wassink

ALLAN ARTHUR BECK

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

JUDITH ELAINE MCDONALD

DANA MARTIN POSTON

LEVERETT BRAINARD DAVIS

Thomas Wade Griffith

TIMOTHY FLYNN POULIN

Within 25 miles of Spruce Head, ME, Best Investors lists 12 registered investment advisory firms with 20 offices nearby, managing about $3.43T in combined regulatory AUM across 427,871 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 Spruce Head

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 UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 483 clients · 380 advisers $12.8B AUM