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Best financial advisors in York Beach, ME

Registered advisers within 25 miles of York Beach, ME.

Offices
229
Firms
120
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,689,445 clients when Item 5C has a number
Avg / client
$4.93M
Combined AUM ÷ clients

Nearby offices

Firms

ZEN FINANCIAL PLANNING, LLC
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
SALEM ADVISORY GROUP LLC
LPL FINANCIAL LLC
COMMONWEALTH FINANCIAL NETWORK
OSAIC WEALTH, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
FOUNDATIONS INVESTMENT ADVISORS LLC
MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
OPPENHEIMER & CO. INC.
ROBINSON SMITH WEALTH ADVISORS, LLC
R M DAVIS INC
BMO FAMILY OFFICE, LLC
SEASCAPE CAPITAL MANAGEMENT,LLC

Investors

Anthony Corsino
Stanley William Hultin
MARYAN TWIBLE
JOSHUA Irving BARTLETT
Taylor Dimick
PETER C BISHOP
William O'Shea Rispoli
KEVIN JAMES COLLEY
WARREN GEORGE BERGER
RYAN DAVID HALE
LAURA A RUTKIEWICZ
Irene P Bowen
Fred William Diehl
Jacqueline Pampinella
JOSEPH MICHAEL ALVAREZ
THOMAS ANCEL JOHNS
KEVIN ANDREW WEBER
NANCY ANN HAFFORD
Andrew Logan Henward
JOAN H VICKERY
Molly Elizabeth Muscari
PAUL JAMES GIGIS
CHRISTOPHER JOSEPH LEVIN
YVONNE LEGGE
PAUL ANTHONY KINNALY
Jenny Sue Sideris
Kelly Ann Curley
GARY FRANCIS RAWNSLEY
CATHERINE L SMITH
JANE L. NELSEN
Elisabeth W Haynes
MEREDITH ANDERSON
LOUIS COLBY ATHANAS
Trent M Blossom
LAURA Grace VOIGT
PATRICK REYNOLDS
GAIL ANNE FRONGILLO
BRUCE LESLIE ADDISON
NANCY MARIE WILSON
TAMMY MARIE CARIGNAN
MATTHEW MICHAEL BECKER
RICHARD LAURENCE SCHAEFER
LANCE MEREDITH PRICHARD
JOHN FRANKLIN HABIG
ROBERT J HOY
CURTIS WADE HERMANN
WILLIAM FRANCIS SCHAENEMAN
DAVID JOSEPH YAREMA
DOROTHY A HUNT
SPIKE TRUEWORTHY
DYLAN RANDAZZO
PAUL KEVIN O'BRIEN
KELLY COUGHLIN DECOURCY
CHRISTINE S BAIER
THOMAS DENNY BOYS
NATHAN STEVEN ALGER
DAVID JOHN HIGGINS
DOMINIQUE A DONOVAN
CHRISTOPHER JAMES SHEEHAN
DALE EDWARD ROCHFORD
SARAH JANE PENDLETON
Daniel Anthony Lyons
DOUGLAS MICHAEL BECKER
RICHARD WARREN LYONS
ALBERT DAMIAN SAMPSON
THOMAS PAUL DELROSSO
JONATHAN H DOODA
AUSTIN C CORNISH
STEPHEN JOHN LOZAN
CARTER MADDEN
JOHN D COOMBS
GARY DONALD CURTIS
PAUL JOSEPH LEYDEN
DAVID MICHAEL SMITH
Timothy J Acquaviva
Marianne Dao Loew
PATRICK MAURIZIO PARISI
ANDREW MARK LITZERMAN
MONICA ANN MCCARTHY
LAURIE BARRETT
CHRISTIAN LEIGH Sullivan

Within 25 miles of York Beach, ME, Best Investors lists 120 registered investment advisory firms with 229 offices nearby, managing about $13.3T in combined regulatory AUM across 2,689,445 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 York Beach

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