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Best financial advisors in Dalton, NH

Registered advisers within 25 miles of Dalton, NH.

Offices
25
Firms
10
Combined AUM
$2.93T
Firm-wide filings, not assets booked only here
Clients
325K
324,591 clients when Item 5C has a number
Avg / client
$9.03M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
CREATIVE FINANCIAL STRATEGIES, INC.
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
MILNE FINANCIAL PLANNING, INC.
OSAIC INSTITUTIONS, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
OSAIC WEALTH, INC.

Investors

GLENN ROY GARDNER
Jason Everett Robinson
James Benoit
Kim Russell Shillieto
Michael Green
Marc Christopher Prisco
KEVIN MICHAEL OBRIEN
BRADFORD SEAN BAILEY
JOSEPH CHRISTOPHER GALLANT
Ashley Claire Ball
STEVEN WAYNE AIKEN
Alan Joseph Marcelle
RANDALL ERNEST SAULNIER
Eric Jon Wilson
Shaina Calhoun
Thomas J O'Reilly
JAMES DOUGLAS MILNE
Teo Lowell Ufford-Chase
Lauren Stinehour
Lawrence V Cipollone
KENNETH RICHARD KINDER
RYAN M. ACKERMAN
STACI DAWN SMITH LANTAGNE
BARBARA ANN HOWARD
DEBORAH ANN WILLIAMS
JACOB DAVID LAVELY
STACEY BRISSON RANDALL
ELYSIA GINGUE DAIGNEAULT
TYLER STACY CAHOON
TRAVIS CHRISTOPHER GROSSE
Ryan Scott Thompson
Brian S Cussimanio
Elizabeth A Gwatkin
David Gwatkin
LINDA L SJOSTROM
Joseph Wilfred LeClair

Within 25 miles of Dalton, NH, Best Investors lists 10 registered investment advisory firms with 25 offices nearby, managing about $2.93T in combined regulatory AUM across 324,591 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 Dalton

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 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 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 7 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM 8 OSAIC INSTITUTIONS, INC. 7 clients · 570 advisers $6.49B AUM