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Best financial advisors in Brookline, NH

Registered advisers within 25 miles of Brookline, NH.

Offices
401
Firms
143
Combined AUM
$12.2T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,686,643 clients when Item 5C has a number
Avg / client
$4.56M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
LUMBARD & KELLNER, LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
KEEL POINT, LLC
COPPELL ADVISORY SOLUTIONS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
BONACORSI WEALTH MANAGEMENT
CITIZENS SECURITIES, INC.
COMMONWEALTH FINANCIAL NETWORK
PFS INVESTMENTS INC.
ON INVESTMENT MANAGEMENT CO
CHARLES SCHWAB & CO., INC.
AMHERST FINANCIAL GROUP, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Investors

Shelly Kay Gillis
Andrew David Gillis
DREW DAWSON KELLNER
JAMES B CONWAY
JOHN ASHMORE LUMBARD
DOMINIC MICHAEL CAPUTO
TORREY LESLIE GREENE
Andrew David Benson
TIMOTHY FREDERICK MULLIN
JONATHAN JAY EDWARDS
JASON M CILLO
TODD HOWARD LEO
CHRISTOPHER DRAKE MOORE
ROBERT MICHAEL BONACORSI
TODD MICHAEL FISCHER
Brian L Burbach
Lisa S Madsen
Ronald A Troie
Marc David Chareth
Donald Trent Blalock
Stanley Greene
Mark Clayton Collier
Corey F Lefavor
Peter Derek TenBroeck Jr.
MARK ANTHONY VASAPOLLI
JEFFERY PAUL BOUTIN
Jason Robert Tucker
Robert Jonathan Victoria
Mark E Levesque
BRIAN THOMAS HOWLETT
ROBERT GORDON ELLIS
Logan B Pettus
Kimberlee Faith Hemmer
Alicia Marie Clancy
James Justice Ogborn

Within 25 miles of Brookline, NH, Best Investors lists 143 registered investment advisory firms with 401 offices nearby, managing about $12.2T in combined regulatory AUM across 2,686,643 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 Brookline

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 5 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM