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Best financial advisors in Ellsworth, NH

Registered advisers within 25 miles of Ellsworth, NH.

Offices
21
Firms
16
Combined AUM
$3.22T
Firm-wide filings, not assets booked only here
Clients
670K
670,099 clients when Item 5C has a number
Avg / client
$4.81M
Combined AUM ÷ clients

Nearby offices

Firms

CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
WASHINGTON PEAK INVESTMENT ADVISORS LLC
MONEY CONCEPTS CAPITAL CORP
STATE FARM INVESTMENT MANAGEMENT CORP.
FOUNDATIONS INVESTMENT ADVISORS LLC
EDWARD JONES
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
THRIVENT INVESTMENT MANAGEMENT INC.
MYSTIC VALLEY INVESTMENTS, LLC
TRIUMPH WEALTH MANAGEMENT LLC
LPL FINANCIAL LLC
PROSPERA FINANCIAL SERVICES, INC.

Investors

JEFFERY PHILLIP COSSAR
Genevieve Rowell
DONALD EDWARD HANNIGAN
CARL ANDRES RICHARD RING
NARESH SHANTILAL PATEL
Killian Michael Dowd
Elizabeth Lynne Warren
Susan Marguerite McBournie
Reese Chappuis
Keith A Britton
CELESTE M MONAGHAN
JAMES RICHMOND SHUTTLEWORTH
LEE ARTHUR PETERSEN
ROBERT JAMES KENNELLY
Jacqueline Page Taylor
Cari Lamontagne
ERIC JOHN BAHR
RANDALL ERNEST SAULNIER
Nicholas S Trudel
Tyler Reed Lewis

Within 25 miles of Ellsworth, NH, Best Investors lists 16 registered investment advisory firms with 21 offices nearby, managing about $3.22T in combined regulatory AUM across 670,099 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 Ellsworth

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 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM