Best financial advisors in Vinalhaven, ME

Registered advisers within 25 miles of Vinalhaven, ME.

Offices

16

Firms

11

Combined AUM

$2.73T

Firm-wide filings, not assets booked only here

Clients

304K

303,512 clients when Item 5C has a number

Avg / client

$9.01M

Combined AUM ÷ clients

Nearby offices

APOLLON WEALTH MANAGEMENT, LLC

91 CAMDEN STREET SUITE 310
ROCKLAND, ME 04841

12.9 miles away

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

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

12.9 miles away

EDWARD JONES

315 MAIN ST SUITE 201
ROCKLAND, ME 04841

12.9 miles away

SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.

147 PARK STREET
ROCKLAND, ME 04841

13.4 miles away

BIRCH POINT WEALTH MANAGEMENT LLC

18 CENTRAL STREET
ROCKPORT, ME 04856

13.6 miles away

LPL FINANCIAL LLC

24 BAY VIEW ST SUITE 2
CAMDEN, ME 04843

14.2 miles away

COMMONWEALTH FINANCIAL NETWORK

31 CHESTNUT STREET
CAMDEN, ME 04843

14.2 miles away

CETERA INVESTMENT ADVISERS LLC

44 Elm Street
CAMDEN, ME 04843

14.3 miles away

LPL FINANCIAL LLC

2 ELM ST
CAMDEN, ME 04843

14.3 miles away

AMPERSAND INVESTMENT ADVISORS

73 ELM ST
CAMDEN, ME 04843

14.3 miles away

ROBERT W. BAIRD & CO. INCORPORATED

92 Elm Street
Camden, ME 04843

14.3 miles away

EDWARD JONES

87 ELM STREET SUITE 104B
CAMDEN, ME 04843

14.3 miles away

EDWARD JONES

165 Main Street
Thomaston, ME 04861

16.4 miles away

LPL FINANCIAL LLC

188 MAIN ST
THOMASTON, ME 04861

16.4 miles away

EDWARD JONES

2516 ATLANTIC HWY
LINCOLNVILLE, ME 04849

16.6 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

228 Northport Ave
Belfast, ME 04915

24.1 miles away

Firms

APOLLON WEALTH MANAGEMENT, LLC

UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER

SCHULTZ RETIREMENT INCOME SOLUTIONS, INC.

BIRCH POINT WEALTH MANAGEMENT LLC

LPL FINANCIAL LLC

COMMONWEALTH FINANCIAL NETWORK

CETERA INVESTMENT ADVISERS LLC

AMPERSAND INVESTMENT ADVISORS

ROBERT W. BAIRD & CO. INCORPORATED

STATE FARM INVESTMENT MANAGEMENT CORP.

Investors

WILLIAM TOREY CARR

BRIANA MICHELLE ANDREONI

MEREDITH ANNE LYON

Andrea Lynn Curtis-Southard

NANCY LYNN SCHULTZ

DAVID JAMES PIO

Jerod Morse Cronkite

CHARLES RALPH WHITE

Georgiana Darie

THOMAS CORNELIUS CHESTER

Sarah Margraves Ruef-Lindquist

CAITLIN Elise HARRINGTON

BRIAN TIMOTHY BEAULIEU

ABRAHAM GREGORY DUGAL

Cole Damian Chase

BROOKS W STEVENS

CATHERINE MARY DOWNEY

PEGGY LYNN JONES-EAST

MATTHEW ROBERT OGIER

Connie L Gardiner

Kenneth Ray Gardiner

Tyler A Curtis-Southard

Peter Masin-Peters

Michael Douglas McLain Curtis

Thomas Wade Griffith

TIMOTHY FLYNN POULIN

REYNOLDS ROLAND RITCHIE

Within 25 miles of Vinalhaven, ME, Best Investors lists 11 registered investment advisory firms with 16 offices nearby, managing about $2.73T in combined regulatory AUM across 303,512 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 Vinalhaven

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 ROBERT W. BAIRD & CO. INCORPORATED 19,985 clients · 2,677 advisers $394B 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 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 UNITED PLANNERS' FINANCIAL SERVICES OF AMERICA A LIMITED PARTNER 483 clients · 380 advisers $12.8B AUM 8 APOLLON WEALTH MANAGEMENT, LLC 197 clients · 145 advisers $11.6B AUM