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Best financial advisors in Bar Harbor, NY

Registered advisers within 25 miles of Bar Harbor, NY.

Offices
1,236
Firms
370
Combined AUM
$16.8T
Firm-wide filings, not assets booked only here
Clients
2.87M
2,871,942 clients when Item 5C has a number
Avg / client
$5.85M
Combined AUM ÷ clients

Nearby offices

Firms

CITIZENS SECURITIES, INC.
CITIGROUP GLOBAL MARKETS INC.
J.P. MORGAN SECURITIES LLC
ROCKLINE WEALTH MANAGEMENT LLC
HSBC SECURITIES (USA) INC.
CETERA INVESTMENT ADVISERS LLC
OSAIC WEALTH, INC.
JST CAPITAL ADVISORS, LLC
PARTNERS CAPITAL SERVICES, INC.
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
PFS INVESTMENTS INC.
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

JuneHee Woo
CAROL DAHL
ISAAC BITTON
Sammy Williams
Samantha Dohman
Ronney Rozario
NICHOLAS ANTHONY COLUZZI
Salvatore Licata
GABRIEL MICHAEL GALLANTE
Connor James Mushorn
MARK BENNETT ROSE
YEONG-KENG CHIEN
Steven Wagner
ALLICE REN FU
JOHN PATRICK SULIT
ANTHONY ALEXANDER LOUCA
Jeffrey Tso
ADERONKE AYANGBESAN
MENG DAN XIAO
Giscard Jean Chery
Gregg Eisenstein
JASON MARC KLAGER
SYEDMUHAMMAD ALI
Roberta Sue Kahn
WILLIAM J ANDERSEN
KENNETH LAWRENCE SPIELMAN
MICHAEL SETH BALLIN
WILLIAM EDWARD HUTCHINGSON
MICHAEL MONTELLI
Robert G. Dahroug
GUY RICHARD GORHAM
ANTHONY SANTO
RONALD GEORGE GARNEY
FRANK PALUMBO
ERIK JOHN DREWES
EDWARD MICHAEL CAHILL
JOHN CHARLES GARDINI
THOMAS CULLEN JUDGE
JASON SCOTT WEINTRAUB
STEVEN ANDREW SCHNEIDER
LAWRENCE JUST
RICHARD DANIEL HOUGHTON
Tyler Aaron Konigsberg
CHRISTOPHER JOSEPH PASSARELLI
Neiaffa Jones-Blue
Jasdeep S Walia
Christopher J. Tipa
PETER DAVID DUBIN
Jiabao Cai
LANCE ROBERT GORDON
DANIELLE AFUWAH
DAMON GUY MARRA
TIMOTHY P MAHER
ROBERT JOSEPH PATRICK SFORZA
BRANDON XAVIER SPERLING
CARL CHARLES LANZA
JOSEPH M. BONANNO
GERARD JOHN NICOSIA
Andy A Rubio
GURPREET SINGH

Within 25 miles of Bar Harbor, NY, Best Investors lists 370 registered investment advisory firms with 1,236 offices nearby, managing about $16.8T in combined regulatory AUM across 2,871,942 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 Bar Harbor

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 ALLIANCEBERNSTEIN L.P. 16 clients · 538 advisers $763B AUM