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Best financial advisors in Wells, ME

Registered advisers within 25 miles of Wells, ME.

Offices
215
Firms
115
Combined AUM
$13.5T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,689,448 clients when Item 5C has a number
Avg / client
$5.01M
Combined AUM ÷ clients

Nearby offices

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
SALEM ADVISORY GROUP LLC
COMMONWEALTH FINANCIAL NETWORK
LPL ENTERPRISE, LLC
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
FOUNDATIONS INVESTMENT ADVISORS LLC
ATLANTIC COAST FINANCIAL
FIDUCIENT ADVISORS LLC
LPL FINANCIAL LLC
MML INVESTORS SERVICES, LLC
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
ZEN FINANCIAL PLANNING, LLC

Investors

NANCY ANN HAFFORD
PETER C BISHOP
William O'Shea Rispoli
KEVIN JAMES COLLEY
WARREN GEORGE BERGER
JOSEPH MICHAEL ALVAREZ
WILLIAM PAUL GLIDDEN
Taylor Dimick
LANCE ROBERT HOENIG
DIANE ELIZABETH HOENIG
Andrew Logan Henward
JENNIFER LYNNE ARPS
Paul E Toole
Andrea Williamson
LESLIE ANN WHITNEY
CARL D MARSH
JOHN EDWARD GURSKI
JOHN EDWARD GURSKI
TIMOTHY SEAN URBAN
STEPHEN GIRARD TROTTIER
CHRISTOPHER GRANT KEEFE
CHAD M. LISTON
DAVID BRUCE MCNAMEE
Sean Francis Dumont
Jessica Marie Jourdain
Jacqueline Pampinella
Anthony Corsino

Within 25 miles of Wells, ME, Best Investors lists 115 registered investment advisory firms with 215 offices nearby, managing about $13.5T in combined regulatory AUM across 2,689,448 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 Wells

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

1 MORGAN STANLEY 416,984 clients · 24.0K advisers $1.96T AUM 2 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED 16,844 clients · 26.7K advisers $1.78T AUM 3 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM