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Best financial advisors in Bartlett, NH

Registered advisers within 25 miles of Bartlett, NH.

Offices
14
Firms
11
Combined AUM
$2.24T
Firm-wide filings, not assets booked only here
Clients
448K
447,941 clients when Item 5C has a number
Avg / client
$5.00M
Combined AUM ÷ clients

Nearby offices

Firms

OSAIC WEALTH, INC.
LPL FINANCIAL LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
ROCKWORTH INVESTMENT SERVICES LLC
WASHINGTON PEAK INVESTMENT ADVISORS LLC
SENTINEL FINANCIAL
THRIVENT INVESTMENT MANAGEMENT INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CRAIG DUVARNEY, CFP
SACO RIVER FINANCIAL PLANNING

Investors

DOUGLAS EDWARD HOWES
KATHLEEN EILEEN SWEENEY
Frances Day
DIANA MARIE REO
JANICE G AINSWORTH
Elizabeth Lynne Warren
JAMES RICHMOND SHUTTLEWORTH
LINDA L SJOSTROM
CELESTE M MONAGHAN
Nicholas James Hintz
Christy Marie Alvord
SARAH WILLEY GROLEAU
CRAIG DOUGLAS DUVARNEY
DEBORAH J. DOUCET

Within 25 miles of Bartlett, NH, Best Investors lists 11 registered investment advisory firms with 14 offices nearby, managing about $2.24T in combined regulatory AUM across 447,941 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 Bartlett

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 4 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 5 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 6 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 7 CRAIG DUVARNEY, CFP 2 clients · 1 advisers $371M AUM 8 SACO RIVER FINANCIAL PLANNING 13 clients · 1 advisers $27.3M AUM