Best financial advisors in Waterboro, ME

Registered advisers within 25 miles of Waterboro, ME.

Offices

118

Firms

44

Combined AUM

$6.40T

Firm-wide filings, not assets booked only here

Clients

1.11M

1,105,164 clients when Item 5C has a number

Avg / client

$5.79M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

200 Waterboro Rd.
Alfred, ME 04002

EDWARD JONES

906 MAIN ST SUITE A
SANFORD, ME 04073

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

6 B Washington St. Suite 101
Sanford, ME 04073

MML INVESTORS SERVICES, LLC

1137 MAIN STREET BUILDING A, POB 1690
SANFORD, ME 04073

EDWARD JONES

20 EDWARDS AVE SUITE 4
BIDDEFORD, ME 04005

14.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

20 Edwards Ave Ste 2
BIDDEFORD, ME 04005-3746

14.5 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

371 ALFRED ST. STE 100
BIDDEFORD, ME 04005

14.8 miles away

CETERA INVESTMENT ADVISERS LLC

254 MAIN STREET
BIDDEFORD, ME 04005

15.3 miles away

PFS INVESTMENTS INC.

2 MAIN ST SUITE 17-301-I
BIDDEFORD, ME 04005

15.5 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

224 Main St
Sace, ME 04072

15.7 miles away

EDWARD JONES

311 MAIN ST
SACO, ME 04072

15.8 miles away

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

534 MAIN ST
SACO, ME 04072

15.9 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

180 Pool St.
Biddeford, ME 04005

LPL FINANCIAL LLC

62 PORTLAND RD., STE 8
KENNEBUNK, ME 04043

LPL FINANCIAL LLC

50 PORTLAND RD STE 2
KENNEBUNK, ME 04043

16.1 miles away

LPL FINANCIAL LLC

36 PORTLAND RD
KENNEBUNK, ME 04043

16.1 miles away

EDWARD JONES

1 Storer St Suite 101
Kennebunk, ME 04043

16.2 miles away

EDWARD JONES

11 YORK STREET 1ST FLOOR
KENNEBUNK, ME 04043

16.3 miles away

ATLANTIC COAST FINANCIAL

69 YORK ST SUITE 3
KENNEBUNK, ME 04043

16.4 miles away

LPL ENTERPRISE, LLC

885 PORTLAND RD SUITE 201
SACO, ME 04072

16.4 miles away

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

MML INVESTORS SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CETERA INVESTMENT ADVISERS LLC

PFS INVESTMENTS INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

LPL FINANCIAL LLC

ATLANTIC COAST FINANCIAL

LPL ENTERPRISE, LLC

Investors

KEVIN PAUL MONROE

Sean Francis Dumont

Jessica Marie Jourdain

DAVID BRUCE MCNAMEE

MARK STEWART BROWNE

RICHARD WALKER BUTLER

MATTHEW ALLEN CYR

WENDY LEA CLOUTIER

KELSEY LYNN DANIELS

MARK ALAN DANIELS

BENJAMIN R DANIELS

RENEE SARAH PIKE

PEGGY POULIN HORTON

Quang Ngoc Nguyen

Michael Gosciminski

SHARON PERKINS BUNKER

ROBERT JULIAN FELVINCI

TIMOTHY SEAN URBAN

STEPHEN GIRARD TROTTIER

JOHN EDWARD GURSKI

JOHN EDWARD GURSKI

Andrea Williamson

JENNIFER LYNNE ARPS

WILLIAM ALEXANDER CARAS

Brandon William Goodrich

Edward Patrick Foley

Donald Scott Gondzar

Within 25 miles of Waterboro, ME, Best Investors lists 44 registered investment advisory firms with 118 offices nearby, managing about $6.40T in combined regulatory AUM across 1,105,164 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 Waterboro

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM