Best Investors Account Sign in

Best financial advisors in Exeter, NH

Registered advisers within 25 miles of Exeter, NH.

Offices
526
Firms
205
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
2.78M
2,777,311 clients when Item 5C has a number
Avg / client
$5.36M
Combined AUM ÷ clients

Nearby offices

Firms

CONSERVATION RESOURCE PARTNERS, LLC
MML INVESTORS SERVICES, LLC
CITIZENS SECURITIES, INC.
EDWARD JONES
BLUELINE ADVISORS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
NEWEDGE ADVISORS
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
LEDGEWOOD WEALTH ADVISORS, LLC
ST. GERMAIN INVESTMENT MANAGEMENT
EAGLE STRATEGIES LLC
SUMMIT WEALTH GROUP LLC
MILESTONE FINANCIAL PLANNING, LLC
MIDDLE STREET CAPITAL, LLC
AFFINITY INVESTMENT GROUP, LLC

Investors

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
James Joseph Force
LAWRENCE EDWARD SARKOZY
ROBERT LAWRENCE WOFCHUCK
Elizabeth Lenore Burke
Edward Thomas Miller
Jason Irwin
MICHAEL ROBERT MATTY
REBECCA NEVILLE LANDON
ABIGAIL HURLBURT
KATHERINE ADAMS
SARAH BROOKES-GOVERNO
ERIK MATTHEW POTTS
HEATHER SUE MEEKS
Erik Randall
Andrew W Schwarz
Sarah Ann Earwood
Scott Andrew Earwood
Evan William Marquis
Jonathan Christian Harrington
Cameron Philip Barker
Robert Arthur Ortins
Deanna Beth McCarthy
Amy Beth Hammershoy
Khristyna A Wunderly
PAUL FRANCIS BARRY
PETER WRIGHT WILLCOX
GREGORY BRUCE GAGNE

Within 25 miles of Exeter, NH, Best Investors lists 205 registered investment advisory firms with 526 offices nearby, managing about $14.9T in combined regulatory AUM across 2,777,311 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 Exeter

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 CAPTRUST 963 advisers $1.24T AUM 5 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 6 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 7 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 8 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM