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Best financial advisors in Durham, NH

Registered advisers within 25 miles of Durham, NH.

Offices
266
Firms
129
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,688,833 clients when Item 5C has a number
Avg / client
$4.93M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
SINTRA CAPITAL CORP
VANDERBILT ADVISORY SERVICES
ARBORETUM INVESTMENT ADVISORS, LLC
LPL FINANCIAL LLC
LPL ENTERPRISE, LLC
INTEGRATED WEALTH CONCEPTS LLC
CETERA INVESTMENT ADVISERS LLC
DAVISSON INVESTMENT, LLC
MIDDLE STREET CAPITAL, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
CITIZENS SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
OSAIC WEALTH, INC.
DAVID WENDELL ASSOCIATES, INC.
KWM FINANCIAL LLC

Investors

William Jon Goldstein
JOHN HOWARD PINTO
MICHAEL SWIFT SMITH
HUNTER DAVIDSON BROWNLIE
Stephanie Lyn Blandina
KYLE ANDREW MANEZ
JOHN VINCENT CAGGIANO
Christopher Johnson
KIMBERLY VINER PLACE
KYLE POODIACK
JENNIFER LYNN CRAIG
Daniel Ronald Gagnon
Andrew Prescott Trowbridge
JOSEPH FRANCIS QUINN
Zachary D Silk
PHILLIP ANDREW CURTIS
ANTHONY BONO
RICHARD PORTER DAVISSON
PAUL FRANCIS BARRY
MARK CHESLEY SVENSON
JOHN TYLER CLYMER
CATHERINE ROSE PAIGE
Noah Robert Paige
JOHN PATRICK GILL
WILLIAM HENRY LEDGER MITCHELL
NEIL GERHARD BLEICKEN
REID VAILE SMITH
KAREN "NMN" WENDELL
TIMOTHY PATRICK REARDON
Justin Daniel Nichols Moyer

Within 25 miles of Durham, NH, Best Investors lists 129 registered investment advisory firms with 266 offices nearby, managing about $13.3T in combined regulatory AUM across 2,688,833 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 Durham

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