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Best financial advisors in E Swanzey, NH

Registered advisers within 25 miles of E Swanzey, NH.

Offices
70
Firms
33
Combined AUM
$5.08T
Firm-wide filings, not assets booked only here
Clients
572K
571,959 clients when Item 5C has a number
Avg / client
$8.88M
Combined AUM ÷ clients

Nearby offices

Firms

CENTAURUS FINANCIAL, INC.
PFS INVESTMENTS INC.
MONEY CONCEPTS CAPITAL CORP
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OPTIMUM WEALTH LLC
EDWARD JONES
BIRCH FINANCIAL GROUP
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
OSAIC WEALTH, INC.
TD PRIVATE CLIENT WEALTH LLC
LPL FINANCIAL LLC
BLUESTONE WEALTH MANAGEMENT LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
IPIC, INC.

Investors

CYNTHIA LOUISE KORDYS
MATTHEW JOSEPH SNOW
GARY ANTHONY KOSTOWSKI
GRETCHEN MELISSA SNOW
Scott William Ringland
James E Newcombe
DUANE EARL GOODELL
Scot A Ward
LIANA MARIE POODIACK
TRAVIS JAMES POODIACK
CARL JOHN GRAVINA
Ryan Frank Gravina
Mark Alexander Gravina
JESSICA LYNN LAPOLLO
TIMOTHY DAVID DOLL
Ely Thayer
ALICIA Marie THOMAS
Amanda Joyce Stone
Alan William Stroshine
JOSHUA IAN HOULE
Matthew Fliss
KENNETH ROBERT VISSER
KEITH ALAN MANSFIELD
GLENN WILLIAM GALLOWAY
ELIZABETH JOHNSON CATLIN
CHRISTINE CLINTON-CATLIN
Brian David Royal
David Peter Therrien
FREDERICK W HADLOW
JEFFREY DAVID RUBIN

Within 25 miles of E Swanzey, NH, Best Investors lists 33 registered investment advisory firms with 70 offices nearby, managing about $5.08T in combined regulatory AUM across 571,959 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 E Swanzey

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM