Best financial advisors in Ashland, NH

Registered advisers within 25 miles of Ashland, NH.

Offices

44

Firms

28

Combined AUM

$5.60T

Firm-wide filings, not assets booked only here

Clients

1.09M

1,092,907 clients when Item 5C has a number

Avg / client

$5.12M

Combined AUM ÷ clients

Nearby offices

CETERA INVESTMENT ADVISERS LLC

63 WEST ST. UNIT 1
ASHLAND, NH 03217

AMERIPRISE FINANCIAL SERVICES, LLC

300 MAIN ST
PLYMOUTH, NH 03264

OSAIC WEALTH, INC.

35 MAIN STREET
PLYMOUTH, NH 03264

CITIZENS SECURITIES, INC.

20 HIGHLAND STREET MS: NH422
PLYMOUTH, NH 03264

CETERA INVESTMENT ADVISERS LLC

341 HIGHLAND STREET
PLYMOUTH, NH 03264

AMERIPRISE FINANCIAL SERVICES, LLC

14 Plymouth St Level 1
Meredith, NH 03253

MYSTIC VALLEY INVESTMENTS, LLC

71 ROUTE 104 #4-27
MEREDITH, NH 03253

EDWARD JONES

3 Mill Street
MEREDITH, NH 03253

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

186 Daniel Webster Highway Ste. 2
Meredith, NH 03253

FOUNDATIONS INVESTMENT ADVISORS LLC

RED HILL BUSINESS CENTER 396 WHITTIER HIGHWAY, SUITE 1
MOULTONBOROUGH, NH 03254

10.6 miles away

EDWARD JONES

512 WHITTIER HIGHWAY SUITE 1
MOULTONBOROUGH, NH 03254

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

949 Whittier Hwy, Suite B
Moultonborough, NH 03254

12.2 miles away

TRIUMPH WEALTH MANAGEMENT LLC

9 FELLS WAY UNIT B
LACONIA, NH 03246

13.5 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

32 Whittier Hwy
Moultonborough, NH 03254

13.7 miles away

MONEY CONCEPTS CAPITAL CORP

1033 Dorchester Road
Dorchester , NH 03266

14.4 miles away

PROSPERA FINANCIAL SERVICES, INC.

51 Elm St Ste 106
Laconia, NH 03246

15.2 miles away

EDWARD JONES

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

15.7 miles away

LPL ENTERPRISE, LLC

783 NORTH MAIN ST
LACONIA, NH 03246

15.8 miles away

CETERA INVESTMENT ADVISERS LLC

62 PLEASANT STREET
LACONIA, NH 03246

16.1 miles away

EDWARD JONES

55 CANAL ST
LACONIA, NH 03246

16.1 miles away

Firms

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

OSAIC WEALTH, INC.

CITIZENS SECURITIES, INC.

MYSTIC VALLEY INVESTMENTS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

FOUNDATIONS INVESTMENT ADVISORS LLC

TRIUMPH WEALTH MANAGEMENT LLC

THRIVENT INVESTMENT MANAGEMENT INC.

MONEY CONCEPTS CAPITAL CORP

PROSPERA FINANCIAL SERVICES, INC.

LPL ENTERPRISE, LLC

Investors

NARESH SHANTILAL PATEL

CARL ANDRES RICHARD RING

DONALD EDWARD HANNIGAN

Genevieve Rowell

JEFFERY PHILLIP COSSAR

LEE ARTHUR PETERSEN

ROBERT JAMES KENNELLY

Jacqueline Page Taylor

Cari Lamontagne

Susan Marguerite McBournie

Keith A Britton

CELESTE M MONAGHAN

JAMES RICHMOND SHUTTLEWORTH

Killian Michael Dowd

Tyler Reed Lewis

Nicholas S Trudel

DAVID STEPHEN WHITNEY

ANTHONY JOSEPH ILACQUA

David Bochichio

Jason Robert Pochily

Benjamin James Wilson

Within 25 miles of Ashland, NH, Best Investors lists 28 registered investment advisory firms with 44 offices nearby, managing about $5.60T in combined regulatory AUM across 1,092,907 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 Ashland

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 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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM