Best financial advisors in Waterville, ME

Registered advisers within 25 miles of Waterville, ME.

Offices

41

Firms

18

Combined AUM

$3.53T

Firm-wide filings, not assets booked only here

Clients

482K

482,499 clients when Item 5C has a number

Avg / client

$7.31M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

112 CLINTON AVE
WINSLOW, ME 04901

ENCOMPASS MORE ASSET MANAGEMENT LLC

53 Bay St, 2nd FL
Winslow, ME 04901

EDWARD JONES

22 COMMON ST
WATERVILLE, ME 04901-6611

COMMONWEALTH FINANCIAL NETWORK

51 Main Street
Waterville, ME 04901

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

180 MAIN STREET SUITE 1
WATERVILLE, ME 04901

LPL FINANCIAL LLC

70 MAIN STREET, STE 300
WATERVILLE, ME 04901

LPL FINANCIAL LLC

129 SILVER STREET
WATERVILLE, ME 04901

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

315 Main St
Waterville, ME 04901

EXODUS WEALTH, LLC

143 Silver St. Suite 6
Waterville, ME 04901

CETERA INVESTMENT ADVISERS LLC

43 WESTERN AVE
FAIRFIELD, ME 04937

EDWARD JONES

87 KENNEDY MEMORIAL DR
WATERVILLE, ME 04901-5128

EDWARD JONES

295 KENNEDY MEMORIAL DRIVE SUITE 5
WATERVILLE, ME 04901

STATE FARM INVESTMENT MANAGEMENT CORP.

305 Kennedy Memorial Drive
Waterville, ME 04901

CHOICE WEALTH ADVISORS LLC

325-D KENNEDY MEMORIAL DRIVE
WATERVILLE, ME 04901

CETERA INVESTMENT ADVISERS LLC

325-D KENNEDY MEMORIAL DRIVE
WATERVILLE, ME 04901

LPL FINANCIAL LLC

11 WASHINGTON ST
WATERVILLE, ME 04901

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

753 W River Rd.
Waterville, ME 04901

EDWARD JONES

54 MAIN ST STE 1
OAKLAND, ME 04963

OSAIC INSTITUTIONS, INC.

368 ROUTE 3
CHINA, ME 04856

10.3 miles away

EDWARD JONES

4 GABRIEL DR SUITE 3
AUGUSTA, ME 04330-8165

16.2 miles away

Firms

LPL FINANCIAL LLC

ENCOMPASS MORE ASSET MANAGEMENT LLC

COMMONWEALTH FINANCIAL NETWORK

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

EXODUS WEALTH, LLC

CETERA INVESTMENT ADVISERS LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

CHOICE WEALTH ADVISORS LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

OSAIC INSTITUTIONS, INC.

Investors

KEVIN RONALD SULLIVAN

ANIMA NIKONTHET

Seth Timothy Carlson

Ryan Anthony Bean

Christopher B Beaulieu

Cheryl M Flewelling

LISA LYNNE POMERLEAU

BRIAN MICHAEL BERNATCHEZ

ALBERT JOSEPH LANGUET

KATHRYN BERNATCHEZ

Katherine Marie Higgins

Chelsey Patricia Oliver

Joseph Michael Jabar

FREDERICK HAMILTON FISCHER

RONALD EDWIN MERRILL

BETHANY HOLMES RODERIGUE

Sasha Fitzpatrick

Luke Claude Rodrigue

JOHN MALCOLM FORTIER

CHRISTOPHER ARTHUR MARKOS

MATTHEW JAMES LIBBY

GLENN RICHARD WHALEN

Anthony Edward Sementelli

William Cote Paradis

Christopher Adam Steiner

Michael Adam Cleary

Robert Lee Smith

STEVEN SCOTT SMITH

Kimberly Anne Mackenzie

Within 25 miles of Waterville, ME, Best Investors lists 18 registered investment advisory firms with 41 offices nearby, managing about $3.53T in combined regulatory AUM across 482,499 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 Waterville

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