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Best financial advisors in Meredith, NH

Registered advisers within 25 miles of Meredith, NH.

Offices
57
Firms
36
Combined AUM
$7.35T
Firm-wide filings, not assets booked only here
Clients
1.13M
1,131,099 clients when Item 5C has a number
Avg / client
$6.50M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

ERIC JOHN BAHR
Cari Lamontagne
LEE ARTHUR PETERSEN
ROBERT JAMES KENNELLY
Jacqueline Page Taylor
Tyler Reed Lewis
Nicholas S Trudel
DAVID STEPHEN WHITNEY
David Bochichio
Jason Robert Pochily
Benjamin James Wilson
ANTHONY JOSEPH ILACQUA
Susan Marguerite McBournie
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
PAULINE P SIMEONOV
LOU ATHANAS
ROBERT CHRISTOPHER LAUX
GREGORY SCOTT CAULFIELD
ERIN M MCDONALD
ROBERT DECAMP
MICHAEL J ST. HILAIRE
MICHAEL JOHN BLANCHARD
JOEL PETER ARSENAULT
DAVID CHARLES PEREIRA
KENDRA ELIZABETH DEAL
LINDA MORIN KNOTT
JUSTIN RASMUSSON
Kaitlyn Sasseville

Within 25 miles of Meredith, NH, Best Investors lists 36 registered investment advisory firms with 57 offices nearby, managing about $7.35T in combined regulatory AUM across 1,131,099 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 Meredith

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