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Best financial advisors in Westbrook, ME

Registered advisers within 25 miles of Westbrook, ME.

Offices
205
Firms
91
Combined AUM
$13.7T
Firm-wide filings, not assets booked only here
Clients
2.51M
2,505,275 clients when Item 5C has a number
Avg / client
$5.45M
Combined AUM ÷ clients

Nearby offices

Firms

J.P. MORGAN SECURITIES LLC
PARK AVENUE SECURITIES LLC
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
EDWARD JONES
EAGLE STRATEGIES LLC
STILLWATER INVESTING
STATE FARM INVESTMENT MANAGEMENT CORP.
MML INVESTORS SERVICES, LLC
CAPITAL WEALTH PLANNING SERVICES
COMMONWEALTH FINANCIAL NETWORK
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CLARK & STUART INC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC

Investors

Jacob Descheneaux
JAMES A VIOLETTE
SCOTT A KEHOE
SHAWN PATRICK MILLERICK
SALVATORE BONETTI
JOSEPH CHRISTOPHER GALLANT
Sarah T Cyr
Tyler Blackburn
Stephen D. Pate
Jessica Pate Warren
Nathan Sean Aldrich
SARAH H MOSLEY
Jennifer Alison Arsenault
Jacquelynn Ann McFadden
Dominic Butler Guimond
ROBERT DENNIS LINDSEY
JONATHAN WAYNE HILTZ
Peter Kelley
LAWRENCE JOSEPH PERRY
CHRISTOPHER R. PERRY
MATTHEW ALAN RITTENHOUSE
Robert Oliver Larochelle
ALANE MARGARET DOWNES
COREY BRIAN WOODHEAD
DIANE NEWMAN
WILLIAM ROGER RICE
MICHELE MARIE GIROUX
George Michael Spino
James Stephen Davis
JEFFREY PAUL AMELL
CARTER JOSEPH PEARL
JAY DARRELL PEARL
Amanda Stetson
CHARLES STONE CLARK
Douglas Paul Smith
JOHANN AZZOPARDI
STEPHEN BRUCE STROUT
NATALYA VLADIMIROVNA ROBBINS
BRANDON MATTHEW MALONEY

Within 25 miles of Westbrook, ME, Best Investors lists 91 registered investment advisory firms with 205 offices nearby, managing about $13.7T in combined regulatory AUM across 2,505,275 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 Westbrook

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM