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Best financial advisors in Unity, ME

Registered advisers within 25 miles of Unity, ME.

Offices
25
Firms
14
Combined AUM
$2.89T
Firm-wide filings, not assets booked only here
Clients
358K
357,773 clients when Item 5C has a number
Avg / client
$8.09M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
COMMONWEALTH FINANCIAL NETWORK
UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER
STATE FARM INVESTMENT MANAGEMENT CORP.
BROOKSTONE CAPITAL MANAGEMENT LLC

Investors

DAVID BOUCHARD
ROBERT FRANKLIN STALLWORTH
EUGENE ROLAND NEWTON
ETHAN KNAPP MASTERMAN
REYNOLDS ROLAND RITCHIE
SCOTT PERRY CARTER

Within 25 miles of Unity, ME, Best Investors lists 14 registered investment advisory firms with 25 offices nearby, managing about $2.89T in combined regulatory AUM across 357,773 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 Unity

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 PRIMERICA ADVISORS 4,015 advisers $15.5B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM