Best financial advisors in Effingham, NH

Registered advisers within 25 miles of Effingham, NH.

Offices

31

Firms

18

Combined AUM

$5.29T

Firm-wide filings, not assets booked only here

Clients

995K

994,993 clients when Item 5C has a number

Avg / client

$5.31M

Combined AUM ÷ clients

Nearby offices

THRIVENT INVESTMENT MANAGEMENT INC.

1230 Rt 16
Ossipee, NH 03864

SENTINEL FINANCIAL

58 N BROADBAY RD
FREEDOM, NH 03836

LPL FINANCIAL LLC

129 FEDERAL ROAD
PARSONSFIELD, ME 04047

WILLIAM J. KRAUSE CPA, P.C.

8 GOV. WENTWORTH HWY.
WOLFEBORO, NH 03894

10.9 miles away

EDWARD JONES

35 CENTER STREET UNIT 1
WOLFEBORO FALLS, NH 03896

EDWARD JONES

35 Center St Suite 3
Wolfeboro Falls, NH 03896-3001

F L PUTNAM INVESTMENT MANAGEMENT CO.

40 MILL STREET
WOLFEBORO, NH 03894

14.1 miles away

WHITE PINE INVESTMENTS

60 NORTH MAIN STREET
WOLFEBORO, NH 03894

14.2 miles away

BALLENTINE PARTNERS

15 N. Main Street Suite 6
Wolfeboro, NH 03894

14.2 miles away

BALLENTINE PARTNERS

15 North Main St
Wolfeboro, NH 03894

14.2 miles away

ROCKWORTH INVESTMENT SERVICES LLC

115 ODELL HILL ROAD
CENTER CONWAY, NH 03813-4411

16.7 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

32 Whittier Hwy
Moultonborough, NH 03254

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

949 Whittier Hwy, Suite B
Moultonborough, NH 03254

17.9 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

984 White Mountian Hwy
North Conway, NH 03860

18.4 miles away

EDWARD JONES

512 WHITTIER HIGHWAY SUITE 1
MOULTONBOROUGH, NH 03254

19.1 miles away

FOUNDATIONS INVESTMENT ADVISORS LLC

RED HILL BUSINESS CENTER 396 WHITTIER HIGHWAY, SUITE 1
MOULTONBOROUGH, NH 03254

19.5 miles away

EDWARD JONES

1976 WHITE MOUNTAIN HWY SUITE 104
North Conway, NH 03860

20.2 miles away

LPL FINANCIAL LLC

62 Gove Street
North Conway, NH 03860

21.4 miles away

EDWARD JONES

28 Weirs RD Suite #1
GILFORD, NH 03249-6793

21.5 miles away

OSAIC WEALTH, INC.

3277 WHITE MOUNTAIN HWY
NORTH CONWAY, NH 03860

22.6 miles away

Firms

THRIVENT INVESTMENT MANAGEMENT INC.

SENTINEL FINANCIAL

LPL FINANCIAL LLC

WILLIAM J. KRAUSE CPA, P.C.

F L PUTNAM INVESTMENT MANAGEMENT CO.

WHITE PINE INVESTMENTS

BALLENTINE PARTNERS

ROCKWORTH INVESTMENT SERVICES LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

STATE FARM INVESTMENT MANAGEMENT CORP.

FOUNDATIONS INVESTMENT ADVISORS LLC

OSAIC WEALTH, INC.

Investors

Nicholas James Hintz

Christy Marie Alvord

SARAH WILLEY GROLEAU

Janet Lisa Connolly

WILLIAM J. KRAUSE

MATTHEW WILLIAM KRAUSE

Kevin James Lawlor

Christopher J Russell

Brian Halket Laing

THOMAS GEORGE GOODWIN

VALERIE JEAN BROWN

KRISTEN ANN MADDEN

SUSAN MACMICHAEL JOHN

GREGORY WOOD EVANS

LANDON JOE FRITCH

ANDREW LOUIS KUSTAS

ANDREA CLARE DUBUC

SAMUEL VONGSOUTHI GOUGH

STEPHEN HENRY HOPKINS

EMILY P DUNFORD

Alexys Ann Febonio

JANICE G AINSWORTH

JAMES RICHMOND SHUTTLEWORTH

CELESTE M MONAGHAN

DIANA MARIE REO

Keith A Britton

Susan Marguerite McBournie

KATHLEEN EILEEN SWEENEY

Nicholas S Trudel

DOUGLAS EDWARD HOWES

Within 25 miles of Effingham, NH, Best Investors lists 18 registered investment advisory firms with 31 offices nearby, managing about $5.29T in combined regulatory AUM across 994,993 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 Effingham

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B 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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM