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Best financial advisors in Haverhill, NH

Registered advisers within 25 miles of Haverhill, NH.

Offices
23
Firms
16
Combined AUM
$3.73T
Firm-wide filings, not assets booked only here
Clients
397K
396,870 clients when Item 5C has a number
Avg / client
$9.40M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
OSAIC INSTITUTIONS, INC.
MONEY CONCEPTS CAPITAL CORP
STATE FARM INVESTMENT MANAGEMENT CORP.
CETERA INVESTMENT ADVISERS LLC
CREATIVE FINANCIAL STRATEGIES, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
EDWARD JONES
BRENDEL FINANCIAL ADVISORS LLC
JMH WEALTH MANAGEMENT, LLC
WADSWORTH & DAULAIRE FINANCIAL PLANNERS
SJ BOYLE WEALTH PLANNING, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
AMERIPRISE FINANCIAL SERVICES, LLC

Investors

RANDALL ERNEST SAULNIER
Joseph C Marshall
John Trombetta
Killian Michael Dowd
Elizabeth Lynne Warren
STEVEN WAYNE AIKEN
Alan Joseph Marcelle
JOSEPH CHRISTOPHER GALLANT
Ashley Claire Ball
BRADFORD SEAN BAILEY
KEVIN MICHAEL OBRIEN
Marc Christopher Prisco
Kim Russell Shillieto
Michael Green
GLENN ROY GARDNER
Keith LaCroix
JOHN JOSEPH BRENDEL
John Joseph Brendel
COLE ETHAN HARRIS
STEPHANIE ALLISON Yaroshevich
ERIC BOOTH WADSWORTH
Leif KT Daulaire
SALLY JANE BOYLE
DANA DUELLMAN
CHARLES INGRAM DENNIS
WILLIAM THOMAS
MARY VINODHINI SMITH
JEFFREY MARC HARRIS

Within 25 miles of Haverhill, NH, Best Investors lists 16 registered investment advisory firms with 23 offices nearby, managing about $3.73T in combined regulatory AUM across 396,870 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 Haverhill

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 6 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 MML INVESTORS SERVICES, LLC 5,244 advisers $116B AUM