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Best financial advisors in Lebanon, NH

Registered advisers within 25 miles of Lebanon, NH.

Offices
67
Firms
47
Combined AUM
$10.7T
Firm-wide filings, not assets booked only here
Clients
2.46M
2,462,525 clients when Item 5C has a number
Avg / client
$4.34M
Combined AUM ÷ clients

Nearby offices

Firms

THE WEALTH CONSERVATORY
DATTILIO & ASH CAPITAL MANAGEMENT, LLC
EDWARD JONES
CETERA INVESTMENT ADVISERS LLC
AMERICAN TRUST INVESTMENT ADVISORS, LLC
GLOBAL FOREST PARTNERS LP
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
COMMONWEALTH FINANCIAL NETWORK
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
ROUND TABLE INVESTMENT MANAGEMENT, LLC
OSAIC INSTITUTIONS, INC.
LOUDON INVESTMENT MANAGEMENT, LLC
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
TRG INVESTMENT ADVISORS, LLC
FENWICK INVESTMENTS, LLC
CHARLES SCHWAB & CO., INC.

Investors

DANIEL CALHOUN JOHNSON
JOHN JAY HUTCHINS
David Anthony Dattilio
ANTHONY G ASH
Wyktor De A O Cavalcante
CHARLES FREEMAN MORGAN
NATHANIEL RUSSELL MORGAN
ANIK MUTSUDDY
PAUL HARKER COLLINS
CHRISTOPHER R JOHNSON
Simon Cote
MITCHELL Robert STAGNONE
VIRGINIA LYNN MCGRODY
Ernest Ross Tyler
KENNETH PAUL GOODROW
Leah Ann French
JAMES NORMAN GODFREY
BRIAN DOYLE
MICHELE MARDANES
STEPHEN LOUGHMAN
Bradley Ross Michalchuk
JESSICA MARIE MATHESON
NANCY ST AUBIN
KRISTEN LAUNDRY
PETER MATTHEW FAHEY
PHILIP ANDREW MCCAULL
KEITH D. LEWANDOSKI
BRYAN FRANCIS MCPHERSON
JARED COLIN CORREA PETRIZZI
EMILY LOUDON SANDS
JOHN JOSEPH SANDS
LYNN O'MEALIA
DOUGLAS MACGILVRAY LOUDON
JOHN CAPUTO
RALPH CAPUTO
RICHARD RUTLEDGE EVANS
LISA Ann CRUSER
JAMES ALEXANDER RUSHTON
Matthew James Toepfer
Dennis Mark Gambino
STEVEN THOMAS BURNETT
CARL GEORGE BULGINI
Scott Edward Beckman

Within 25 miles of Lebanon, NH, Best Investors lists 47 registered investment advisory firms with 67 offices nearby, managing about $10.7T in combined regulatory AUM across 2,462,525 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 Lebanon

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 STRATEGIC ADVISERS LLC 17,518 clients · 17.7K advisers $1.37T AUM 4 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T 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 & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM