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Best financial advisors in Berlin, NH

Registered advisers within 25 miles of Berlin, NH.

Offices
9
Firms
4
Combined AUM
$2.46T
Firm-wide filings, not assets booked only here
Clients
301K
300,553 clients when Item 5C has a number
Avg / client
$8.18M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LPL FINANCIAL LLC
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Joseph Benoit Dupuis
Brandon Lavertu
Shane Matthew Bertrand
GLENN JAY TASSEY
Cliff Scott
Raymond Leo Landry
LINDA L SJOSTROM
James Benoit
Jason Everett Robinson
David G Martin

Within 25 miles of Berlin, NH, Best Investors lists 4 registered investment advisory firms with 9 offices nearby, managing about $2.46T in combined regulatory AUM across 300,553 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 Berlin

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 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 4 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM