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Best financial advisors in Epping, NH

Registered advisers within 25 miles of Epping, NH.

Offices
504
Firms
198
Combined AUM
$13.8T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,778,909 clients when Item 5C has a number
Avg / client
$4.97M
Combined AUM ÷ clients

Nearby offices

Firms

TD PRIVATE CLIENT WEALTH LLC
EDWARD JONES
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIZENS SECURITIES, INC.
MIDDLE STREET CAPITAL, LLC
VANDERBILT ADVISORY SERVICES
CONSERVATION RESOURCE PARTNERS, LLC
MML INVESTORS SERVICES, LLC
BLUELINE ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NEWEDGE ADVISORS
MILESTONE FINANCIAL PLANNING, LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LEDGEWOOD WEALTH ADVISORS, LLC

Investors

DANIEL LORD
Kristen Cole
Elliot J Evans
CHRISTOPHER THOMAS CHAPMAN
ANTHONY ATA
Dustin Ramey
Christopher John Patenaude
PAUL FRANCIS BARRY
MICHAEL SWIFT SMITH
HUNTER DAVIDSON BROWNLIE
CAITLIN ALICIA DESOYE
REID J BUTLER
ETHAN C BETTS
Mark David Borak
ANDREW MARVIN ROCCO
ROBERT CLAYTON BURNS
MATTHEW READ JUNKIN
WAYNE FREDERICK SLATTERY
MATTHEW DOUGLAS LORD
Ethan Whipple
Heidi C Hebert
FRANK CHARLES SABIN
LEONARD PAUL TURCOTTE
Paula M Parrish
VINCENT M RECCHIA
Evan Osgood Miller
STEPHEN ANDREW COOPERSMITH
Sean Michael Koscho
Evan William Marquis
Jonathan Christian Harrington
Cameron Philip Barker
James Joseph Force
Robert Arthur Ortins
Deanna Beth McCarthy
Amy Beth Hammershoy
Khristyna A Wunderly
LAWRENCE EDWARD SARKOZY

Within 25 miles of Epping, NH, Best Investors lists 198 registered investment advisory firms with 504 offices nearby, managing about $13.8T in combined regulatory AUM across 2,778,909 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 Epping

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