Best financial advisors in Milton Mills, NH

Registered advisers within 25 miles of Milton Mills, NH.

Offices

80

Firms

39

Combined AUM

$8.30T

Firm-wide filings, not assets booked only here

Clients

1.54M

1,544,460 clients when Item 5C has a number

Avg / client

$5.37M

Combined AUM ÷ clients

Nearby offices

EDWARD JONES

906 MAIN ST SUITE A
SANFORD, ME 04073

11.3 miles away

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

6 B Washington St. Suite 101
Sanford, ME 04073

11.3 miles away

MML INVESTORS SERVICES, LLC

1137 MAIN STREET BUILDING A, POB 1690
SANFORD, ME 04073

12.2 miles away

WILLIAM J. KRAUSE CPA, P.C.

8 GOV. WENTWORTH HWY.
WOLFEBORO, NH 03894

12.4 miles away

BALLENTINE PARTNERS

35 Industrial Way
Rochester, NH 03867

12.7 miles away

BALLENTINE PARTNERS

35E Industrial Way
Rochester, NH 03867

12.7 miles away

BALLENTINE PARTNERS

35 Industrial Way Ste 150
Rochester, NH 03867

12.7 miles away

EDWARD JONES

35 CENTER STREET UNIT 1
WOLFEBORO FALLS, NH 03896

12.8 miles away

EDWARD JONES

35 Center St Suite 3
Wolfeboro Falls, NH 03896-3001

12.8 miles away

CETERA INVESTMENT ADVISERS LLC

73 WAKEFIELD STREET
ROCHESTER, NH 03867

12.9 miles away

WHITE PINE INVESTMENTS

60 NORTH MAIN STREET
WOLFEBORO, NH 03894

F L PUTNAM INVESTMENT MANAGEMENT CO.

40 MILL STREET
WOLFEBORO, NH 03894

13.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

24 Wakefield St
Rochester, NH 03867

13.1 miles away

BALLENTINE PARTNERS

15 N. Main Street Suite 6
Wolfeboro, NH 03894

13.1 miles away

BALLENTINE PARTNERS

15 North Main St
Wolfeboro, NH 03894

13.1 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

197 Columbus Ave Unit 106
Rochester, NH 03867

13.2 miles away

INDEPENDENCE FINANCIAL ADVISORS, LLC

59 S Main Street
Rochester, NH 03867

13.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

200 Waterboro Rd.
Alfred, ME 04002

13.3 miles away

EDWARD JONES

120 WASHINGTON ST SUITE 301
ROCHESTER, NH 03839

EDWARD JONES

120 WASHINGTON ST SUITE 206
ROCHESTER, NH 03839

Firms

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

MML INVESTORS SERVICES, LLC

WILLIAM J. KRAUSE CPA, P.C.

BALLENTINE PARTNERS

CETERA INVESTMENT ADVISERS LLC

WHITE PINE INVESTMENTS

F L PUTNAM INVESTMENT MANAGEMENT CO.

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

INDEPENDENCE FINANCIAL ADVISORS, LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

Sean Francis Dumont

Jessica Marie Jourdain

DAVID BRUCE MCNAMEE

WILLIAM J. KRAUSE

MATTHEW WILLIAM KRAUSE

Suzannah Bowles Pogue

Calvin Chicoine

Skye Lynn Henderson

Kevin James Lawlor

Christopher J Russell

Brian Halket Laing

RICK LEE CRETEAU

JOHN RICHARD CRETEAU

RICHARD KENNETH HACKETT

JOHN RONALD LACHAPELLE

ANDREW LOUIS KUSTAS

THOMAS GEORGE GOODWIN

VALERIE JEAN BROWN

KRISTEN ANN MADDEN

SUSAN MACMICHAEL JOHN

GREGORY WOOD EVANS

LANDON JOE FRITCH

TAMMY LEE LAVERTUE

ANDREA CLARE DUBUC

SAMUEL VONGSOUTHI GOUGH

STEPHEN HENRY HOPKINS

EMILY P DUNFORD

Alexys Ann Febonio

Luis Mauricio Trigueros

KEVIN PAUL MONROE

Christopher Douglas Hooper

Andrew C Hooper

Randall A Briolat

Within 25 miles of Milton Mills, NH, Best Investors lists 39 registered investment advisory firms with 80 offices nearby, managing about $8.30T in combined regulatory AUM across 1,544,460 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 Milton Mills

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 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 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM