Best financial advisors in Guilford, NH

Registered advisers within 25 miles of Guilford, NH.

Offices

103

Firms

53

Combined AUM

$9.34T

Firm-wide filings, not assets booked only here

Clients

1.15M

1,152,355 clients when Item 5C has a number

Avg / client

$8.11M

Combined AUM ÷ clients

Nearby offices

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

36 Country Club Rd. Suite 926
Gilford, NH 03249

MWA FINANCIAL SERVICES INC.

36 COUNTRY CLUB ROAD SUITE 822
GILFORD, NH 03249

MORGAN STANLEY

DECAMP FINCL CENTER 14 COUNTRY CLUB RD
GILFORD, NH 03246

LPL FINANCIAL LLC

25 COUNTRY CLUB RD UNIT 704
GILFORD, NH 03249-6977

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

25 COUNTRY CLUB RD SUITE 207
GILFORD, NH 03249

AMERIPRISE FINANCIAL SERVICES, LLC

22 SAWMILL RD
GILFORD, NH 03249-6542

EDWARD JONES

28 Weirs RD Suite #1
GILFORD, NH 03249-6793

AEGIS WEALTH MANAGEMENT, INC.

354 South Main Street
Laconia, NH 03246

CITIZENS SECURITIES, INC.

587 MAIN ST MS: NH417
LACONIA, NH 03246

EDWARD JONES

55 CANAL ST
LACONIA, NH 03246

PROSPERA FINANCIAL SERVICES, INC.

51 Elm St Ste 106
Laconia, NH 03246

CETERA INVESTMENT ADVISERS LLC

62 PLEASANT STREET
LACONIA, NH 03246

LPL FINANCIAL LLC

174 COURT STREET
LACONIA, NH 03246-2557

THE FOUNDRY FINANCIAL GROUP, INC.

67 WATER STREET SUITE 101
LACONIA, NH 03246-3300

THE FOUNDRY FINANCIAL GROUP, INC.

67 WATER STREET SUITE 101A
LACONIA, NH 03246

LPL ENTERPRISE, LLC

783 NORTH MAIN ST
LACONIA, NH 03246

TRIUMPH WEALTH MANAGEMENT LLC

9 FELLS WAY UNIT B
LACONIA, NH 03246

BALLENTINE PARTNERS

15 N. Main Street Suite 6
Wolfeboro, NH 03894

BALLENTINE PARTNERS

15 North Main St
Wolfeboro, NH 03894

WHITE PINE INVESTMENTS

60 NORTH MAIN STREET
WOLFEBORO, NH 03894

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

MWA FINANCIAL SERVICES INC.

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

AMERIPRISE FINANCIAL SERVICES, LLC

AEGIS WEALTH MANAGEMENT, INC.

CITIZENS SECURITIES, INC.

PROSPERA FINANCIAL SERVICES, INC.

CETERA INVESTMENT ADVISERS LLC

THE FOUNDRY FINANCIAL GROUP, INC.

LPL ENTERPRISE, LLC

TRIUMPH WEALTH MANAGEMENT LLC

BALLENTINE PARTNERS

WHITE PINE INVESTMENTS

Investors

JOEL PETER ARSENAULT

DAVID CHARLES PEREIRA

PAULINE P SIMEONOV

ROBERT CHRISTOPHER LAUX

GREGORY SCOTT CAULFIELD

ERIN M MCDONALD

MICHAEL J ST. HILAIRE

Jennifer Currier Williams

MARY LYNN GAUDET

TIMOTHY C FITZBAG

Nicholas S Trudel

MICHAEL JOHN BLANCHARD

TERRI SPETRINI HARBOUR

David Bochichio

Jason Robert Pochily

Benjamin James Wilson

Tyler Reed Lewis

ANTHONY JOSEPH ILACQUA

KENDRA ELIZABETH DEAL

LINDA MORIN KNOTT

JUSTIN RASMUSSON

Kaitlyn Sasseville

Joshua Roger Allen

Daniel Joseph Rivet

Sarah Margaret Anderson

Brady Michael Martin

Ava Louise Clark

Rachel Annalyse Dadian

MICHAEL HARRINGTON FOGARTY

DAVID STEPHEN WHITNEY

ANDREA CLARE DUBUC

SAMUEL VONGSOUTHI GOUGH

STEPHEN HENRY HOPKINS

EMILY P DUNFORD

Alexys Ann Febonio

ANDREW LOUIS KUSTAS

Within 25 miles of Guilford, NH, Best Investors lists 53 registered investment advisory firms with 103 offices nearby, managing about $9.34T in combined regulatory AUM across 1,152,355 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 Guilford

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 5 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM