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Best financial advisors in Lyndeborough, NH

Registered advisers within 25 miles of Lyndeborough, NH.

Offices
303
Firms
113
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,685,152 clients when Item 5C has a number
Avg / client
$4.57M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
CITIZENS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
AMHERST FINANCIAL GROUP, LLC
COPPELL ADVISORY SOLUTIONS LLC
KEEL POINT, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
GROVE STREET FIDUCIARY, LLC
LPL FINANCIAL LLC
ORBIS WEALTH MANAGEMENT
RBC CAPITAL MARKETS, LLC
BONACORSI WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Stanley Greene
TODD MICHAEL FISCHER
MICHEAL THOMAS WHITE
Brian L Burbach
Lisa S Madsen
Ronald A Troie
Marc David Chareth
Donald Trent Blalock
BRIAN THOMAS HOWLETT
ROBERT GORDON ELLIS
Logan B Pettus
Kimberlee Faith Hemmer
JASON M CILLO
TODD HOWARD LEO
CHRISTOPHER DRAKE MOORE
TIMOTHY FREDERICK MULLIN
JONATHAN JAY EDWARDS
Elisabeth Margaret Larson
Peter Thomas Ackerson
CARL AMOS JOHNSON
HAZEL ELIZABETH GROLLJAHN
Thomas OMalley
JOSEPH DOUGLAS DURELL
Thomas Frazier
Jacqueline Lundsted-Lyons
ANNA MARIE HIGHTER
Sara McDonough
Brian Keith Hall
Ashley Mae Concha Vera
Jerica Nicole Wilkins
James Francis Long
Joshua James Nero
Miranda K Bertram
ROBERT MICHAEL BONACORSI
Andrew David Benson
DOMINIC MICHAEL CAPUTO
TORREY LESLIE GREENE

Within 25 miles of Lyndeborough, NH, Best Investors lists 113 registered investment advisory firms with 303 offices nearby, managing about $12.3T in combined regulatory AUM across 2,685,152 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 Lyndeborough

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 UBS FINANCIAL SERVICES INC. 18,245 clients · 9,839 advisers $916B AUM 6 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 7 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 8 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM