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Best financial advisors in Troy, ME

Registered advisers within 25 miles of Troy, ME.

Offices
38
Firms
21
Combined AUM
$6.11T
Firm-wide filings, not assets booked only here
Clients
916K
916,100 clients when Item 5C has a number
Avg / client
$6.67M
Combined AUM ÷ clients

Nearby offices

Firms

BROOKSTONE CAPITAL MANAGEMENT LLC
CETERA INVESTMENT ADVISERS LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
ENCOMPASS MORE ASSET MANAGEMENT LLC
OPTIVISE ADVISORY SERVICES LLC
PFS INVESTMENTS INC.
EXODUS WEALTH, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CHOICE WEALTH ADVISORS LLC

Investors

SCOTT PERRY CARTER
BETHANY HOLMES RODERIGUE
KEVIN RONALD SULLIVAN
LISA LYNNE POMERLEAU
Joseph Michael Jabar
FREDERICK HAMILTON FISCHER
Seth Timothy Carlson
Ryan Anthony Bean
Cheryl M Flewelling
Christopher B Beaulieu
ANIMA NIKONTHET
PAUL ALLAN DYER
Glenn Tuell Carlson
Jeffrey Neal O'Roak
DAVID BOUCHARD
ROBERT FRANKLIN STALLWORTH
EUGENE ROLAND NEWTON
BRIAN MICHAEL BERNATCHEZ
ALBERT JOSEPH LANGUET
KATHRYN BERNATCHEZ
Alexis Bowman
Katherine Marie Higgins
Chelsey Patricia Oliver
RONALD EDWIN MERRILL
JEFFREY PRATT RUSSELL
Sasha Fitzpatrick
Luke Claude Rodrigue
JOHN MALCOLM FORTIER

Within 25 miles of Troy, ME, Best Investors lists 21 registered investment advisory firms with 38 offices nearby, managing about $6.11T in combined regulatory AUM across 916,100 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 Troy

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM