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Best financial advisors in Mason, NH

Registered advisers within 25 miles of Mason, NH.

Offices
321
Firms
114
Combined AUM
$11.9T
Firm-wide filings, not assets booked only here
Clients
2.68M
2,684,799 clients when Item 5C has a number
Avg / client
$4.45M
Combined AUM ÷ clients

Nearby offices

Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
ON INVESTMENT MANAGEMENT CO
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
CHARLES SCHWAB & CO., INC.
EDWARD JONES
LPL FINANCIAL LLC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
THE PRACTICAL PLANNER
COMMONWEALTH FINANCIAL NETWORK
FAIRSCALE CAPITAL, LLC
BROOKSTONE WEALTH ADVISORS, LLC
EAGLE STRATEGIES LLC
PLANMEMBER SECURITIES CORPORATION

Investors

Joseph Raymond Croteau
Jacob VanHillo
RAYMOND PAUL CROTEAU
JEFFERY PAUL BOUTIN
THOMAS FRANCIS WHEELER
Jason Robert Tucker
Robert Jonathan Victoria
Mark E Levesque
Benjamin G Woolfrey
PETER TIMOTHY SIMPSON
Alicia Marie Clancy
James Justice Ogborn
Brian Keith Hall
Ashley Mae Concha Vera
Jerica Nicole Wilkins
PATRICIA ANN KONETZNY
JOHN HENRY KONETZNY
THOMAS PAUL SILEO
DYLLIN LANCE MOULTON
Alexander J Thompson
LEON ANDRE SIMONEAU
BRIAN FRANCIS CONEENY
BRIAN SCOTT LAVOIE
CARL JOSEPH HEFFLEFINGER
DREW DAVID HEFFLEFINGER
Gabriel Gonzalez
Eliseo Fuentes
SIMON JOHN ELLIS
Nathan D. Bilotta
MICHAEL DAVIS

Within 25 miles of Mason, NH, Best Investors lists 114 registered investment advisory firms with 321 offices nearby, managing about $11.9T in combined regulatory AUM across 2,684,799 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 Mason

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