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Best financial advisors in Charlestown, NH

Registered advisers within 25 miles of Charlestown, NH.

Offices
53
Firms
33
Combined AUM
$4.44T
Firm-wide filings, not assets booked only here
Clients
601K
601,326 clients when Item 5C has a number
Avg / client
$7.38M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
PFS INVESTMENTS INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CITIZENS SECURITIES, INC.
AFS WEALTH MANAGEMENT LLC
BEXIL ADVISERS LLC
MIDAS MANAGEMENT CORPORATION
OSAIC INSTITUTIONS, INC.
FLAGSHIP HARBOR ADVISORS, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK
CIF MANAGEMENT INC.

Investors

CLAY EVERETT BELL
CHAD ALLEN BELL
Amy Lynne Duffy
Daniel Richardson
ROBERT EDWARD WALKER
DEBRA ANN COX
William Stevens
BECKY JEAN VITTUM
Maria E Horne
ASHLEIGH MARIE McFarlin
Martha Coranna Maki
Kayla Ann Putnam
Steven Potwin
Hudsen Walter Hagland
Jessica Fuller
Ryan P Astley
Charles Gifford Salisbury
Steve R Palmer
RICHARD BRIAN ANDERSON
ROB NMN HARRIS
NATALIYA VASYLIVNA BERGERON
NORMAN JOSEPH JUNIEWIC
Adam Colombie
Annie J Colombie

Within 25 miles of Charlestown, NH, Best Investors lists 33 registered investment advisory firms with 53 offices nearby, managing about $4.44T in combined regulatory AUM across 601,326 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 Charlestown

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 6 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 8 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM