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Best financial advisors in East Swanzey, NH

Registered advisers within 25 miles of East 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

EDWARD JONES
LPL ENTERPRISE, LLC
WISE PLANNING, INC.
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PRENTISS SMITH & COMPANY, INC.
WELLS FARGO CLEARING SERVICES, LLC
FLAGSHIP HARBOR ADVISORS, LLC

Investors

Elizabeth Lorenz
ELIZABETH MARIE NEWCOMBE
JOHN ROBERT BENTON
NINA MARIE BENTON
Tyler Davis
Sara R Smedley
EMILY REBECCA FISSEL
ANDREW DONALD HOLTE
Adam Colombie
Annie J Colombie
NORMAN JOSEPH JUNIEWIC
NATALIYA VASYLIVNA BERGERON
Christopher Hale Stoner
DAVID BOYD TWOMBLY
JOHN CHARLES MACDOUGALL
Nicholas Elvin DuBois
Matthew R DuBois
Andrew Jacob George
TRAVIS CHARLES SHINE
Michael Taylor Brown
Ana Maria Saavedra
Adrian Lezcano
Olivia C Lezcano
Spencer Adams
ANTHONY BENTON HEMMELGARN
KELLI J WARRINER
Amy Catherine Frechette
Joshua Casey Roberts
Jason James Nero
Alex Joseph Petit
PRENTISS RICHARDSON SMITH
GERTRUDE W. SAVILLE
PENELOPE JAYNE KAUFMAN
PRENTISS CHARLES SMITH
Frederick A Brubaker
BRIDGET MARIE BOKUM
RICHARD BRIAN ANDERSON
Charles Gifford Salisbury

Within 25 miles of East 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 East 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