Best financial advisors in Winthrop, ME

Registered advisers within 25 miles of Winthrop, ME.

Offices

64

Firms

28

Combined AUM

$5.68T

Firm-wide filings, not assets booked only here

Clients

729K

729,070 clients when Item 5C has a number

Avg / client

$7.80M

Combined AUM ÷ clients

Nearby offices

OSAIC WEALTH, INC.

168 B MAIN STREET
WINTHROP, ME 04364

AZIMUTH CAPITAL MANAGEMENT, LLC

150 B MAIN STREET
WINTHROP, ME 04364

COMMONWEALTH FINANCIAL NETWORK

832 MAIN STREET
MONMOUTH, ME 04259-0300

HORACE MANN INVESTORS, INC.

5 ORCHARD ST
AUGUSTA, ME 04330

EDWARD JONES

1 BEECH STREET
HALLOWELL, ME 04347

AMERIPRISE FINANCIAL SERVICES, LLC

150 Capitol St Ste 1
Augusta, ME 04330

COMMONWEALTH FINANCIAL NETWORK

19 CENTRAL STREET
HALLOWELL, ME 04347

AMERIPRISE FINANCIAL SERVICES, LLC

60 S Chestnut St
Augusta, ME 04330-7224

BANKERS LIFE ADVISORY SERVICES, INC.

442 Civic Center Dr. Suite 450
Augusta, ME 04330

STATE FARM INVESTMENT MANAGEMENT CORP.

37 Seawall St
Augusta, ME 04330

LPL FINANCIAL LLC

150 STATE ST
AUGUSTA, ME 04330

EDWARD JONES

4 GABRIEL DR SUITE 3
AUGUSTA, ME 04330-8165

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

320 WATER STREET 1st FLOOR
AUGUSTA, ME 04338

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

320 Water St FL 4
Augusta, ME 04330

LPL FINANCIAL LLC

690 Maine Ave
Farmingdale, ME 04344

MAINE CENTER FOR WEALTH MANAGEMENT, LLC

6 E. CHESTNUT STREET SUITE L03
AUGUSTA, ME 04330

GRP RETIREMENT PLANNING

633 MAINE AVENUE
FARMINGDALE, ME 04344

STATE FARM INVESTMENT MANAGEMENT CORP.

38 Bangor St
Augusta, ME 04330

CETERA INVESTMENT ADVISERS LLC

585 MAINE AVENUE SUITE B
FARMINGDALE, ME 04344

EDWARD JONES

85 STONE STREET
AUGUSTA, ME 04330-0000

Firms

OSAIC WEALTH, INC.

AZIMUTH CAPITAL MANAGEMENT, LLC

COMMONWEALTH FINANCIAL NETWORK

HORACE MANN INVESTORS, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

BANKERS LIFE ADVISORY SERVICES, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

MAINE CENTER FOR WEALTH MANAGEMENT, LLC

GRP RETIREMENT PLANNING

CETERA INVESTMENT ADVISERS LLC

Investors

PATRICK JAMES BRENNAN

KENNETH PAUL DALEY

MICHAEL ROBERT TRENHOLM

JEFFREY SCOTT DELISLE

Julie Barter Lucas

SARAH JOHANNA DUNCKEL

JASON DOUGLAS MACDONALD

JENNIFER MICHELLE SAUNDERS

KENNETH RAYMOND NOTT

Carol M Gilbert-Tondreau

MATTHEW JOHN MALONEY

GAIL PREBLE CONLEY

Kimberly Anne Mackenzie

DANIELLE ANGELIQUE VALLEAU

Samuel Maximillian Mondonedo

JOHN ERNEST HALLEE

CRAIG ANTHONY STEVENS

Lance Kenneth James Harder

JACOB DANIEL COAN

John Cameron Bandstra

PAUL ALLEN KELLER

PATRICIA ANN FLAGG

Samuel Oppenheim

Eliot J Sergent

Within 25 miles of Winthrop, ME, Best Investors lists 28 registered investment advisory firms with 64 offices nearby, managing about $5.68T in combined regulatory AUM across 729,070 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 Winthrop

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 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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM