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Best financial advisors in Yarmouth, ME

Registered advisers within 25 miles of Yarmouth, ME.

Offices
208
Firms
90
Combined AUM
$13.7T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,675,024 clients when Item 5C has a number
Avg / client
$5.11M
Combined AUM ÷ clients

Nearby offices

Firms

INTENT ADVICE, INC.
MAIDEN COVE CAPITAL
TD PRIVATE CLIENT WEALTH LLC
EDWARD JONES
FLAGSHIP HARBOR ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
HARPSWELL CAPITAL ADVISORS, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
VALMARK ADVISERS, INC.
OSAIC WEALTH, INC.
EP WEALTH ADVISORS
MAINE ADVISORY ASSOCIATES
BOLTON SECURITIES CORPORATION
PRINCIPAL SECURITIES, INC.

Investors

JOHN DENIS DUFFY
BRETT PAYNE
Brian Allan Bartlett
TIMOTHY BENJAMIN WYAND
NATHAN ROBERT WALLER
Adam Scott Tudela
DAVID RICHARD GARDNER
THOMAS ANDREW EDGAR
JOSEPH SCOTT HERSEY
TIMOTHY WADE FULTON
JOHN EDWARD CONNOLLY
BARBARA ANN APPLEBY
Jonathan Runyambo
KRISTIN MARIE GUIBORD
Caleb Crabtree Rand
Joshua Scott Medeiros
Melissa Marie Paione
DAVID JOSEPH GALLANT
Andrew S Novick
MARK ANDREW RICH
MICHAEL COREY GOLDMAN
Elizabeth Alden Williams
Michelle Marie Lamb
PATRICIA BARNES
MADELINE SIMONE RHEAUME
SEAN PATRICK RILEY
Patrick Collier Carrigan
DAVID STEPHEN SPELLMAN
JOSHUA GREGORY RENT
ZACHARY FARLEY LONGLEY

Within 25 miles of Yarmouth, ME, Best Investors lists 90 registered investment advisory firms with 208 offices nearby, managing about $13.7T in combined regulatory AUM across 2,675,024 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 Yarmouth

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