Best financial advisors in Conway, NH

Registered advisers within 25 miles of Conway, NH.

Offices

22

Firms

14

Combined AUM

$3.17T

Firm-wide filings, not assets booked only here

Clients

596K

596,304 clients when Item 5C has a number

Avg / client

$5.31M

Combined AUM ÷ clients

Nearby offices

STATE FARM INVESTMENT MANAGEMENT CORP.

984 White Mountian Hwy
North Conway, NH 03860

ROCKWORTH INVESTMENT SERVICES LLC

115 ODELL HILL ROAD
CENTER CONWAY, NH 03813-4411

EDWARD JONES

1976 WHITE MOUNTAIN HWY SUITE 104
North Conway, NH 03860

LPL FINANCIAL LLC

62 Gove Street
North Conway, NH 03860

OSAIC WEALTH, INC.

3277 WHITE MOUNTAIN HWY
NORTH CONWAY, NH 03860

WASHINGTON PEAK INVESTMENT ADVISORS LLC

31 VILLAGE ROAD SUITE 6
WATERVILLE VALLEY, NH 03215

11.5 miles away

SENTINEL FINANCIAL

58 N BROADBAY RD
FREEDOM, NH 03836

13.2 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

32 Whittier Hwy
Moultonborough, NH 03254

13.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

949 Whittier Hwy, Suite B
Moultonborough, NH 03254

15.7 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

1230 Rt 16
Ossipee, NH 03864

16.8 miles away

EDWARD JONES

512 WHITTIER HIGHWAY SUITE 1
MOULTONBOROUGH, NH 03254

17.6 miles away

FOUNDATIONS INVESTMENT ADVISORS LLC

RED HILL BUSINESS CENTER 396 WHITTIER HIGHWAY, SUITE 1
MOULTONBOROUGH, NH 03254

18.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

264 Main St. Suite 8
Lincoln, NH 03251

20.2 miles away

LPL FINANCIAL LLC

129 FEDERAL ROAD
PARSONSFIELD, ME 04047

22.4 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

14 Plymouth St Level 1
Meredith, NH 03253

23.7 miles away

EDWARD JONES

3 Mill Street
MEREDITH, NH 03253

WILLIAM J. KRAUSE CPA, P.C.

8 GOV. WENTWORTH HWY.
WOLFEBORO, NH 03894

24.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

186 Daniel Webster Highway Ste. 2
Meredith, NH 03253

24.6 miles away

MYSTIC VALLEY INVESTMENTS, LLC

71 ROUTE 104 #4-27
MEREDITH, NH 03253

OSAIC WEALTH, INC.

35 MAIN STREET
PLYMOUTH, NH 03264

Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

ROCKWORTH INVESTMENT SERVICES LLC

LPL FINANCIAL LLC

OSAIC WEALTH, INC.

WASHINGTON PEAK INVESTMENT ADVISORS LLC

SENTINEL FINANCIAL

THRIVENT INVESTMENT MANAGEMENT INC.

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

FOUNDATIONS INVESTMENT ADVISORS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

WILLIAM J. KRAUSE CPA, P.C.

MYSTIC VALLEY INVESTMENTS, LLC

Investors

DIANA MARIE REO

JANICE G AINSWORTH

KATHLEEN EILEEN SWEENEY

DOUGLAS EDWARD HOWES

JAMES RICHMOND SHUTTLEWORTH

CELESTE M MONAGHAN

Nicholas James Hintz

Christy Marie Alvord

SARAH WILLEY GROLEAU

Keith A Britton

Susan Marguerite McBournie

Elizabeth Lynne Warren

Janet Lisa Connolly

LEE ARTHUR PETERSEN

ROBERT JAMES KENNELLY

Jacqueline Page Taylor

Cari Lamontagne

WILLIAM J. KRAUSE

MATTHEW WILLIAM KRAUSE

DONALD EDWARD HANNIGAN

Within 25 miles of Conway, NH, Best Investors lists 14 registered investment advisory firms with 22 offices nearby, managing about $3.17T in combined regulatory AUM across 596,304 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 Conway

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM