Best financial advisors in Alton Bay, NH

Registered advisers within 25 miles of Alton Bay, NH.

Offices

103

Firms

54

Combined AUM

$8.89T

Firm-wide filings, not assets booked only here

Clients

1.08M

1,075,238 clients when Item 5C has a number

Avg / client

$8.27M

Combined AUM ÷ clients

Nearby offices

BALLENTINE PARTNERS

15 N. Main Street Suite 6
Wolfeboro, NH 03894

BALLENTINE PARTNERS

15 North Main St
Wolfeboro, NH 03894

WHITE PINE INVESTMENTS

60 NORTH MAIN STREET
WOLFEBORO, NH 03894

F L PUTNAM INVESTMENT MANAGEMENT CO.

40 MILL STREET
WOLFEBORO, NH 03894

EDWARD JONES

28 Weirs RD Suite #1
GILFORD, NH 03249-6793

AMERIPRISE FINANCIAL SERVICES, LLC

22 SAWMILL RD
GILFORD, NH 03249-6542

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

36 Country Club Rd. Suite 926
Gilford, NH 03249

MWA FINANCIAL SERVICES INC.

36 COUNTRY CLUB ROAD SUITE 822
GILFORD, NH 03249

MORGAN STANLEY

DECAMP FINCL CENTER 14 COUNTRY CLUB RD
GILFORD, NH 03246

LPL FINANCIAL LLC

25 COUNTRY CLUB RD UNIT 704
GILFORD, NH 03249-6977

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

25 COUNTRY CLUB RD SUITE 207
GILFORD, NH 03249

EDWARD JONES

35 CENTER STREET UNIT 1
WOLFEBORO FALLS, NH 03896

EDWARD JONES

35 Center St Suite 3
Wolfeboro Falls, NH 03896-3001

AEGIS WEALTH MANAGEMENT, INC.

354 South Main Street
Laconia, NH 03246

PROSPERA FINANCIAL SERVICES, INC.

51 Elm St Ste 106
Laconia, NH 03246

CITIZENS SECURITIES, INC.

587 MAIN ST MS: NH417
LACONIA, NH 03246

EDWARD JONES

55 CANAL ST
LACONIA, NH 03246

CETERA INVESTMENT ADVISERS LLC

62 PLEASANT STREET
LACONIA, NH 03246

LPL FINANCIAL LLC

174 COURT STREET
LACONIA, NH 03246-2557

THE FOUNDRY FINANCIAL GROUP, INC.

67 WATER STREET SUITE 101
LACONIA, NH 03246-3300

Firms

BALLENTINE PARTNERS

WHITE PINE INVESTMENTS

F L PUTNAM INVESTMENT MANAGEMENT CO.

AMERIPRISE FINANCIAL SERVICES, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

MWA FINANCIAL SERVICES INC.

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

AEGIS WEALTH MANAGEMENT, INC.

PROSPERA FINANCIAL SERVICES, INC.

CITIZENS SECURITIES, INC.

CETERA INVESTMENT ADVISERS LLC

THE FOUNDRY FINANCIAL GROUP, INC.

Investors

ANDREA CLARE DUBUC

SAMUEL VONGSOUTHI GOUGH

STEPHEN HENRY HOPKINS

EMILY P DUNFORD

Alexys Ann Febonio

ANDREW LOUIS KUSTAS

THOMAS GEORGE GOODWIN

VALERIE JEAN BROWN

KRISTEN ANN MADDEN

SUSAN MACMICHAEL JOHN

GREGORY WOOD EVANS

LANDON JOE FRITCH

Nicholas S Trudel

TIMOTHY C FITZBAG

JOEL PETER ARSENAULT

DAVID CHARLES PEREIRA

PAULINE P SIMEONOV

ROBERT CHRISTOPHER LAUX

GREGORY SCOTT CAULFIELD

ERIN M MCDONALD

MICHAEL J ST. HILAIRE

Jennifer Currier Williams

MARY LYNN GAUDET

Kevin James Lawlor

Christopher J Russell

Brian Halket Laing

MICHAEL JOHN BLANCHARD

Tyler Reed Lewis

TERRI SPETRINI HARBOUR

David Bochichio

Jason Robert Pochily

Benjamin James Wilson

ANTHONY JOSEPH ILACQUA

KENDRA ELIZABETH DEAL

LINDA MORIN KNOTT

JUSTIN RASMUSSON

Kaitlyn Sasseville

Joshua Roger Allen

Daniel Joseph Rivet

Sarah Margaret Anderson

Brady Michael Martin

Ava Louise Clark

Rachel Annalyse Dadian

Within 25 miles of Alton Bay, NH, Best Investors lists 54 registered investment advisory firms with 103 offices nearby, managing about $8.89T in combined regulatory AUM across 1,075,238 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 Alton Bay

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM