Best financial advisors in Belmont, NH

Registered advisers within 25 miles of Belmont, NH.

Offices

102

Firms

55

Combined AUM

$9.40T

Firm-wide filings, not assets booked only here

Clients

1.20M

1,197,666 clients when Item 5C has a number

Avg / client

$7.85M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

174 COURT STREET
LACONIA, NH 03246-2557

AEGIS WEALTH MANAGEMENT, INC.

354 South Main Street
Laconia, NH 03246

THE FOUNDRY FINANCIAL GROUP, INC.

67 WATER STREET SUITE 101
LACONIA, NH 03246-3300

THE FOUNDRY FINANCIAL GROUP, INC.

67 WATER STREET SUITE 101A
LACONIA, NH 03246

CITIZENS SECURITIES, INC.

587 MAIN ST MS: NH417
LACONIA, NH 03246

CETERA INVESTMENT ADVISERS LLC

62 PLEASANT STREET
LACONIA, NH 03246

EDWARD JONES

55 CANAL ST
LACONIA, NH 03246

LPL ENTERPRISE, LLC

783 NORTH MAIN ST
LACONIA, 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

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

AMERIPRISE FINANCIAL SERVICES, LLC

22 SAWMILL RD
GILFORD, NH 03249-6542

PROSPERA FINANCIAL SERVICES, INC.

51 Elm St Ste 106
Laconia, NH 03246

MHP ASSET MANAGEMENT

322 WEST MAIN ST
TILTON, NH 03276

THE IVY LEAGUE ADVISORY GROUP, LLC

322 W Main Street Suite 216
Tilton, NH 03276

TRIUMPH WEALTH MANAGEMENT LLC

9 FELLS WAY UNIT B
LACONIA, NH 03246

EDWARD JONES

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

INDEPENDENCE FINANCIAL ADVISORS, LLC

402 CENTRAL STREET
FRANKLIN, NH 03235

Firms

LPL FINANCIAL LLC

AEGIS WEALTH MANAGEMENT, INC.

THE FOUNDRY FINANCIAL GROUP, INC.

CITIZENS SECURITIES, INC.

CETERA INVESTMENT ADVISERS LLC

LPL ENTERPRISE, LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

MWA FINANCIAL SERVICES INC.

AMERIPRISE FINANCIAL SERVICES, LLC

PROSPERA FINANCIAL SERVICES, INC.

MHP ASSET MANAGEMENT

THE IVY LEAGUE ADVISORY GROUP, LLC

TRIUMPH WEALTH MANAGEMENT LLC

INDEPENDENCE FINANCIAL ADVISORS, LLC

Investors

KENDRA ELIZABETH DEAL

LINDA MORIN KNOTT

JUSTIN RASMUSSON

Kaitlyn Sasseville

MICHAEL JOHN BLANCHARD

Joshua Roger Allen

Daniel Joseph Rivet

Sarah Margaret Anderson

Brady Michael Martin

Ava Louise Clark

Rachel Annalyse Dadian

MICHAEL HARRINGTON FOGARTY

TERRI SPETRINI HARBOUR

ANTHONY JOSEPH ILACQUA

David Bochichio

Jason Robert Pochily

Benjamin James Wilson

DAVID STEPHEN WHITNEY

Jennifer Currier Williams

MARY LYNN GAUDET

JOEL PETER ARSENAULT

DAVID CHARLES PEREIRA

PAULINE P SIMEONOV

ROBERT CHRISTOPHER LAUX

GREGORY SCOTT CAULFIELD

ERIN M MCDONALD

MICHAEL J ST. HILAIRE

TIMOTHY C FITZBAG

Tyler Reed Lewis

MAURICE HAMILTON PATTERSON

Peter Andrew Laufenberg

BRANDON ARCHIBALD

Nicholas S Trudel

PAUL WILLIAM GATEHOUSE

PAMELA LYNN HANNAN

Glen Arthur Moore

MICHAEL FRANCIS VENTURA

LUCA ANTHONY D ITALIA

Within 25 miles of Belmont, NH, Best Investors lists 55 registered investment advisory firms with 102 offices nearby, managing about $9.40T in combined regulatory AUM across 1,197,666 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 Belmont

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