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Best financial advisors in Laconia, NH

Registered advisers within 25 miles of Laconia, NH.

Offices
61
Firms
34
Combined AUM
$7.14T
Firm-wide filings, not assets booked only here
Clients
1.11M
1,110,669 clients when Item 5C has a number
Avg / client
$6.43M
Combined AUM ÷ clients

Nearby offices

Firms

TRIUMPH WEALTH MANAGEMENT LLC
PROSPERA FINANCIAL SERVICES, INC.
LPL ENTERPRISE, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
CITIZENS SECURITIES, INC.
THE FOUNDRY FINANCIAL GROUP, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
AEGIS WEALTH MANAGEMENT, INC.
LPL FINANCIAL LLC
MORGAN STANLEY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MWA FINANCIAL SERVICES INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MYSTIC VALLEY INVESTMENTS, LLC

Investors

Tyler Reed Lewis
DAVID STEPHEN WHITNEY
David Bochichio
Jason Robert Pochily
Benjamin James Wilson
ANTHONY JOSEPH ILACQUA
TERRI SPETRINI HARBOUR
Joshua Roger Allen
Daniel Joseph Rivet
Sarah Margaret Anderson
Brady Michael Martin
Ava Louise Clark
Rachel Annalyse Dadian
MICHAEL HARRINGTON FOGARTY
TIMOTHY C FITZBAG
MICHAEL JOHN BLANCHARD
KENDRA ELIZABETH DEAL
LINDA MORIN KNOTT
JUSTIN RASMUSSON
Kaitlyn Sasseville
PAULINE P SIMEONOV
LOU ATHANAS
ROBERT CHRISTOPHER LAUX
GREGORY SCOTT CAULFIELD
ERIN M MCDONALD
ROBERT DECAMP
MICHAEL J ST. HILAIRE
JOEL PETER ARSENAULT
DAVID CHARLES PEREIRA
Jennifer Currier Williams
MARY LYNN GAUDET
Nicholas S Trudel
ERIC JOHN BAHR
Cari Lamontagne

Within 25 miles of Laconia, NH, Best Investors lists 34 registered investment advisory firms with 61 offices nearby, managing about $7.14T in combined regulatory AUM across 1,110,669 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 Laconia

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T 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 FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM