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Best financial advisors in Dorchester, NH

Registered advisers within 25 miles of Dorchester, NH.

Offices
62
Firms
43
Combined AUM
$8.48T
Firm-wide filings, not assets booked only here
Clients
2.44M
2,439,242 clients when Item 5C has a number
Avg / client
$3.48M
Combined AUM ÷ clients

Nearby offices

Firms

MONEY CONCEPTS CAPITAL CORP
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
LPL FINANCIAL LLC
AMERICAN TRUST INVESTMENT ADVISORS, LLC
GLOBAL FOREST PARTNERS LP
BRENDEL FINANCIAL ADVISORS LLC
JMH WEALTH MANAGEMENT, LLC
WADSWORTH & DAULAIRE FINANCIAL PLANNERS
SJ BOYLE WEALTH PLANNING, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

Killian Michael Dowd
JEFFERY PHILLIP COSSAR
Genevieve Rowell
DONALD EDWARD HANNIGAN
CARL ANDRES RICHARD RING
NARESH SHANTILAL PATEL
RANDALL ERNEST SAULNIER
ANIK MUTSUDDY
PAUL HARKER COLLINS
JOHN JOSEPH BRENDEL
John Joseph Brendel
COLE ETHAN HARRIS
STEPHANIE ALLISON Yaroshevich
ERIC BOOTH WADSWORTH
Leif KT Daulaire
SALLY JANE BOYLE
DANA DUELLMAN
CHARLES INGRAM DENNIS
WILLIAM THOMAS
MARY VINODHINI SMITH
JEFFREY MARC HARRIS
CHRISTOPHER R JOHNSON
Simon Cote
MITCHELL Robert STAGNONE
VIRGINIA LYNN MCGRODY
Ernest Ross Tyler
KENNETH PAUL GOODROW
Leah Ann French
JAMES NORMAN GODFREY
PETER MATTHEW FAHEY
PHILIP ANDREW MCCAULL
CHARLES FREEMAN MORGAN
NATHANIEL RUSSELL MORGAN

Within 25 miles of Dorchester, NH, Best Investors lists 43 registered investment advisory firms with 62 offices nearby, managing about $8.48T in combined regulatory AUM across 2,439,242 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 Dorchester

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM