Best financial advisors in Grantham, NH

Registered advisers within 25 miles of Grantham, NH.

Offices

68

Firms

49

Combined AUM

$9.38T

Firm-wide filings, not assets booked only here

Clients

2.62M

2,616,655 clients when Item 5C has a number

Avg / client

$3.58M

Combined AUM ÷ clients

Nearby offices

OSAIC WEALTH, INC.

408 Road Round the Lake PO Box 585
Grantham, NH 03753

AMERIPRISE FINANCIAL SERVICES, LLC

276 Newport Rd Ste 213 PO BOX 2518
New London, NH 03257

STIFEL, NICOLAUS & COMPANY, INCORPORATED

276 NEWPORT ROAD SUITE 104
NEW LONDON, NH 03257

EDWARD JONES

75 Newport Rd Unit 107
New London, NH 03257

THE WEALTH CONSERVATORY

29 SCHOOL STREET
LEBANON, NH 03766

THE WEALTH CONSERVATORY

29 SCHOOL STREET PO BOX 1135
LEBANON, NH 03766-4135

DATTILIO & ASH CAPITAL MANAGEMENT, LLC

23 BANK STREET
LEBANON, NH 03766

EDWARD JONES

2 S PARK ST
LEBANON, NH 03766

10.1 miles away

LPL FINANCIAL LLC

10 NORTH MAIN STREET
NEWPORT, NH 03773

10.4 miles away

MARINER

224 Main Street P.O. Box 7
New London, NH 03257

10.7 miles away

MARINER

224 Main St.
New London, NH 03257

10.7 miles away

CWM, LLC

228 Main Street
New London, NH 03257

10.7 miles away

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

280 MAIN STREET
NEW LONDON, NH 03257

10.8 miles away

BENJAMIN F. EDWARDS & COMPANY, INC.

292 Main Street
NEW LONDON, NH 03257

10.8 miles away

CETERA INVESTMENT ADVISERS LLC

31 OLD ETNA RD STE N-4
LEBANON, NH 03766

10.9 miles away

PERIGON WEALTH MANAGEMENT, LLC

468 MAIN STREET
NEW LONDON, NH 03257

11.1 miles away

AMERICAN TRUST INVESTMENT ADVISORS, LLC

67 ETNA ROAD SUITE 360
LEBANON, NH 03766-1358

11.2 miles away

GLOBAL FOREST PARTNERS LP

67 ETNA ROAD SUITE 500
LEBANON, NH 03766

11.2 miles away

LOUDON INVESTMENT MANAGEMENT, LLC

24 AIRPORT ROAD STE 307
WEST LEBANON, NH 03784

11.5 miles away

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

THE TRADE CENTER, 24 AIRPORT RD STE 305
WEST LEBANON, NH 03784

11.5 miles away

Firms

OSAIC WEALTH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

THE WEALTH CONSERVATORY

DATTILIO & ASH CAPITAL MANAGEMENT, LLC

LPL FINANCIAL LLC

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

BENJAMIN F. EDWARDS & COMPANY, INC.

CETERA INVESTMENT ADVISERS LLC

PERIGON WEALTH MANAGEMENT, LLC

AMERICAN TRUST INVESTMENT ADVISORS, LLC

GLOBAL FOREST PARTNERS LP

LOUDON INVESTMENT MANAGEMENT, LLC

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Investors

JEFFREY STEVEN DEWALD

JULIANNE S WOLFE

WILLIAM MICHAEL SULLIVAN

GREGORY SCOTT KERR

Timothy WIlliam Sumner

PHILIP DEWITT ESTABROOK

Melissa Janice Leintz

DANIEL CALHOUN JOHNSON

JOHN JAY HUTCHINS

David Anthony Dattilio

Wyktor De A O Cavalcante

MARTHA ELIZABETH COTTRILL

CHAD LESLIE RICHARDSON

JENNIFER J. Wilcox

RENRICK RHYS PESCE

LOUIE ROSS GOTT

ROBIN CLIFTON BRIGHAM

PETER EDWARD HAGER

ANDREW WEBSTER HAGER

Michael J Bechtold

CHRISTOPHER MORSE

CHARLES FREEMAN MORGAN

NATHANIEL RUSSELL MORGAN

KRISTINA SCHURRATH REGAN

PAUL HARKER COLLINS

EMILY LOUDON SANDS

JOHN JOSEPH SANDS

DOUGLAS MACGILVRAY LOUDON

Within 25 miles of Grantham, NH, Best Investors lists 49 registered investment advisory firms with 68 offices nearby, managing about $9.38T in combined regulatory AUM across 2,616,655 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 Grantham

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM