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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

ADVISORY SERVICES NETWORK
EDWARD JONES
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
OSAIC WEALTH, INC.
INTEGRATED WEALTH CONCEPTS LLC
FLAGSHIP HARBOR ADVISORS, LLC
LPL FINANCIAL LLC
EQUITABLE ADVISORS, LLC
RBC CAPITAL MARKETS, LLC
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
DAVISSON INVESTMENT, LLC
MARDIN CAPITAL GROUP

Investors

CYNTHIA LYNNE COURTNEY
CHELSEA VANDEWATER BELYEA
Andrew Prescott Trowbridge
MARK CHESLEY SVENSON
RICHARD P NEVILLE
EMILY ROSTER
KATRINA KOWALSKI
WHEELER MAIDRAND CROWLEY
COLIN THOMAS WALKER
IRINA V ANDREASEN
JOHN PAUL PONTBRIAND
Raymond-Oliver Richard Alvarez
Matthew Meader
Blake Andrew Bachry
Kimberly S Williams
ROBERT CAPUTO
BRAD A AHAM
PAUL ZIOLKOWSKI
ROBERT RUBANO
Katie Jane McDonald
Phillip Edward Panici
MATTHEW JAMES SOTIR
LUKE THEODORE SOTIR
Joel Kapelson
Conor Aten
Abednego Tonderai Nakoma
TIMOTHY JAMES CAVANAUGH
DOUGLAS ANDREW NELSON
ZACHARY STEPHEN GEORGE
MICHAEL JOSEPH WINN
MARK EDWARD RABBE
Joshua P Sanchez
John R Muldoon
Amy B Hallal
THOMAS SCOTT DUDLEY
Zachary D Silk
PHILLIP ANDREW CURTIS
ANTHONY BONO
JOHN TYLER CLYMER
CATHERINE ROSE PAIGE
Noah Robert Paige
RICHARD PORTER DAVISSON
JOHN PATRICK GILL
Ian Oneail
Charles Eliot Lazenby
Brian Joseph Sliney
KATHRYN ELAINE CHASE
ROBERT ALLEN KINTZ

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