Best financial advisors in Waldo, ME

Registered advisers within 25 miles of Waldo, ME.

Offices

23

Firms

18

Combined AUM

$3.98T

Firm-wide filings, not assets booked only here

Clients

514K

514,371 clients when Item 5C has a number

Avg / client

$7.73M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

132 CHURCH STREET
BELFAST, ME 04915

PFS INVESTMENTS INC.

113 CHURCH STREET
BELFAST, ME 04915

COMMONWEALTH FINANCIAL NETWORK

94 High Street
BELFAST, ME 04915

STATE FARM INVESTMENT MANAGEMENT CORP.

228 Northport Ave
Belfast, ME 04915

EDWARD JONES

2516 ATLANTIC HWY
LINCOLNVILLE, ME 04849

12.6 miles away

LPL ENTERPRISE, LLC

74 MAIN STREET SUITE 300
BUCKSPORT, ME 04416

14.1 miles away

LPL FINANCIAL LLC

2 ELM ST
CAMDEN, ME 04843

17.6 miles away

LPL FINANCIAL LLC

24 BAY VIEW ST SUITE 2
CAMDEN, ME 04843

17.6 miles away

COMMONWEALTH FINANCIAL NETWORK

31 CHESTNUT STREET
CAMDEN, ME 04843

17.7 miles away

CETERA INVESTMENT ADVISERS LLC

44 Elm Street
CAMDEN, ME 04843

17.7 miles away

AMPERSAND INVESTMENT ADVISORS

73 ELM ST
CAMDEN, ME 04843

17.8 miles away

ROBERT W. BAIRD & CO. INCORPORATED

92 Elm Street
Camden, ME 04843

EDWARD JONES

87 ELM STREET SUITE 104B
CAMDEN, ME 04843

BIRCH POINT WEALTH MANAGEMENT LLC

18 CENTRAL STREET
ROCKPORT, ME 04856

19.1 miles away

BROOKSTONE CAPITAL MANAGEMENT LLC

1088 WESTERN AVE.
HAMDEN, ME 04444-3222

OPTIVISE ADVISORY SERVICES LLC

43 Western Ave
Hampden, ME 04444

21.7 miles away

LPL FINANCIAL LLC

9 TENNEY HILL RD
BLUE HILL, ME 04614

22.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

16 SUNSET AVENUE
HAMPDEN, ME 04444

22.5 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

210 River Rd
Orrington, ME 04474-3060

23.3 miles away

APOLLON WEALTH MANAGEMENT, LLC

91 CAMDEN STREET SUITE 310
ROCKLAND, ME 04841

24.2 miles away

Firms

PFS INVESTMENTS INC.

COMMONWEALTH FINANCIAL NETWORK

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL ENTERPRISE, LLC

LPL FINANCIAL LLC

CETERA INVESTMENT ADVISERS LLC

AMPERSAND INVESTMENT ADVISORS

ROBERT W. BAIRD & CO. INCORPORATED

BIRCH POINT WEALTH MANAGEMENT LLC

BROOKSTONE CAPITAL MANAGEMENT LLC

OPTIVISE ADVISORY SERVICES LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

APOLLON WEALTH MANAGEMENT, LLC

Investors

Glenn Tuell Carlson

Jeffrey Neal O'Roak

ROBERT FRANKLIN STALLWORTH

EUGENE ROLAND NEWTON

REYNOLDS ROLAND RITCHIE

Thomas Wade Griffith

TIMOTHY FLYNN POULIN

TOM ALEX GOODMAN

BROOKS W STEVENS

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

CATHERINE MARY DOWNEY

PEGGY LYNN JONES-EAST

MATTHEW ROBERT OGIER

Connie L Gardiner

Kenneth Ray Gardiner

Tyler A Curtis-Southard

Peter Masin-Peters

DAVID JAMES PIO

SCOTT PERRY CARTER

PAUL ALLAN DYER

Tyler Alexander Small

RYAN SEAN WILLETTE

JEFFREY PRATT RUSSELL

DONALD CLYDE HAGSTROM

JAY PERIN DEANE

Jeffrey Michael Hagstrom

WILLIAM TOREY CARR

BRIANA MICHELLE ANDREONI

Within 25 miles of Waldo, ME, Best Investors lists 18 registered investment advisory firms with 23 offices nearby, managing about $3.98T in combined regulatory AUM across 514,371 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 Waldo

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