Best financial advisors in Groton, NH

Registered advisers within 25 miles of Groton, NH.

Offices

81

Firms

53

Combined AUM

$9.09T

Firm-wide filings, not assets booked only here

Clients

1.59M

1,585,486 clients when Item 5C has a number

Avg / client

$5.73M

Combined AUM ÷ clients

Nearby offices

CETERA INVESTMENT ADVISERS LLC

341 HIGHLAND STREET
PLYMOUTH, NH 03264

MONEY CONCEPTS CAPITAL CORP

1033 Dorchester Road
Dorchester , NH 03266

CITIZENS SECURITIES, INC.

20 HIGHLAND STREET MS: NH422
PLYMOUTH, NH 03264

OSAIC WEALTH, INC.

35 MAIN STREET
PLYMOUTH, NH 03264

AMERIPRISE FINANCIAL SERVICES, LLC

300 MAIN ST
PLYMOUTH, NH 03264

CETERA INVESTMENT ADVISERS LLC

63 WEST ST. UNIT 1
ASHLAND, NH 03217

AMERIPRISE FINANCIAL SERVICES, LLC

14 Plymouth St Level 1
Meredith, NH 03253

MYSTIC VALLEY INVESTMENTS, LLC

71 ROUTE 104 #4-27
MEREDITH, NH 03253

17.1 miles away

EDWARD JONES

3 Mill Street
MEREDITH, NH 03253

17.4 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

186 Daniel Webster Highway Ste. 2
Meredith, NH 03253

17.5 miles away

FOUNDATIONS INVESTMENT ADVISORS LLC

RED HILL BUSINESS CENTER 396 WHITTIER HIGHWAY, SUITE 1
MOULTONBOROUGH, NH 03254

19.4 miles away

EDWARD JONES

512 WHITTIER HIGHWAY SUITE 1
MOULTONBOROUGH, NH 03254

19.7 miles away

WASHINGTON PEAK INVESTMENT ADVISORS LLC

31 VILLAGE ROAD SUITE 6
WATERVILLE VALLEY, NH 03215

20.8 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

949 Whittier Hwy, Suite B
Moultonborough, NH 03254

20.8 miles away

TRIUMPH WEALTH MANAGEMENT LLC

9 FELLS WAY UNIT B
LACONIA, NH 03246

20.9 miles away

OSAIC WEALTH, INC.

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

21.3 miles away

LPL FINANCIAL LLC

37 ROUTE 25
PIERMONT, NH 03779

21.4 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

32 Whittier Hwy
Moultonborough, NH 03254

AMERICAN TRUST INVESTMENT ADVISORS, LLC

67 ETNA ROAD SUITE 360
LEBANON, NH 03766-1358

GLOBAL FOREST PARTNERS LP

67 ETNA ROAD SUITE 500
LEBANON, NH 03766

Firms

CETERA INVESTMENT ADVISERS LLC

MONEY CONCEPTS CAPITAL CORP

CITIZENS SECURITIES, INC.

OSAIC WEALTH, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

MYSTIC VALLEY INVESTMENTS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

FOUNDATIONS INVESTMENT ADVISORS LLC

WASHINGTON PEAK INVESTMENT ADVISORS LLC

TRIUMPH WEALTH MANAGEMENT LLC

LPL FINANCIAL LLC

THRIVENT INVESTMENT MANAGEMENT INC.

AMERICAN TRUST INVESTMENT ADVISORS, LLC

GLOBAL FOREST PARTNERS LP

Investors

JEFFERY PHILLIP COSSAR

Killian Michael Dowd

Genevieve Rowell

DONALD EDWARD HANNIGAN

CARL ANDRES RICHARD RING

NARESH SHANTILAL PATEL

LEE ARTHUR PETERSEN

ROBERT JAMES KENNELLY

Jacqueline Page Taylor

Cari Lamontagne

Susan Marguerite McBournie

Keith A Britton

CELESTE M MONAGHAN

JEFFREY STEVEN DEWALD

RANDALL ERNEST SAULNIER

JAMES RICHMOND SHUTTLEWORTH

PAUL HARKER COLLINS

Within 25 miles of Groton, NH, Best Investors lists 53 registered investment advisory firms with 81 offices nearby, managing about $9.09T in combined regulatory AUM across 1,585,486 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 Groton

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