Best financial advisors in Milton, NH

Registered advisers within 25 miles of Milton, NH.

Offices

83

Firms

40

Combined AUM

$8.21T

Firm-wide filings, not assets booked only here

Clients

1.54M

1,543,897 clients when Item 5C has a number

Avg / client

$5.32M

Combined AUM ÷ clients

Nearby offices

BALLENTINE PARTNERS

35 Industrial Way
Rochester, NH 03867

BALLENTINE PARTNERS

35E Industrial Way
Rochester, NH 03867

BALLENTINE PARTNERS

35 Industrial Way Ste 150
Rochester, NH 03867

CETERA INVESTMENT ADVISERS LLC

73 WAKEFIELD STREET
ROCHESTER, NH 03867

AMERIPRISE FINANCIAL SERVICES, LLC

24 Wakefield St
Rochester, NH 03867

STATE FARM INVESTMENT MANAGEMENT CORP.

197 Columbus Ave Unit 106
Rochester, NH 03867

INDEPENDENCE FINANCIAL ADVISORS, LLC

59 S Main Street
Rochester, NH 03867

EDWARD JONES

120 WASHINGTON ST SUITE 301
ROCHESTER, NH 03839

EDWARD JONES

120 WASHINGTON ST SUITE 206
ROCHESTER, NH 03839

EDWARD JONES

160 Washington St Suite 201
ROCHESTER, NH 03839

10.1 miles away

LPL FINANCIAL LLC

133 BROCK ST
ROCHESTER, NH 03867

10.3 miles away

STRAIGHT FORWARD WEALTH MANAGEMENT, LLC

60 ROCHESTER HILL ROAD STE 1
ROCHESTER, NH 03867

10.6 miles away

INTEGRITY ADVISORY SOLUTIONS

60 Rochester Hill Rd Ste. 2
Rochester, NH 03867

10.6 miles away

EDWARD JONES

906 MAIN ST SUITE A
SANFORD, ME 04073

12.5 miles away

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

6 B Washington St. Suite 101
Sanford, ME 04073

12.6 miles away

MML INVESTORS SERVICES, LLC

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

13.2 miles away

WHITE PINE INVESTMENTS

60 NORTH MAIN STREET
WOLFEBORO, NH 03894

13.9 miles away

F L PUTNAM INVESTMENT MANAGEMENT CO.

40 MILL STREET
WOLFEBORO, NH 03894

BALLENTINE PARTNERS

15 N. Main Street Suite 6
Wolfeboro, NH 03894

BALLENTINE PARTNERS

15 North Main St
Wolfeboro, NH 03894

Firms

BALLENTINE PARTNERS

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

INDEPENDENCE FINANCIAL ADVISORS, LLC

LPL FINANCIAL LLC

STRAIGHT FORWARD WEALTH MANAGEMENT, LLC

INTEGRITY ADVISORY SOLUTIONS

MEASURED WEALTH PRIVATE CLIENT GROUP, LLC

MML INVESTORS SERVICES, LLC

WHITE PINE INVESTMENTS

F L PUTNAM INVESTMENT MANAGEMENT CO.

Investors

Suzannah Bowles Pogue

Calvin Chicoine

Skye Lynn Henderson

RICK LEE CRETEAU

JOHN RICHARD CRETEAU

RICHARD KENNETH HACKETT

JOHN RONALD LACHAPELLE

TAMMY LEE LAVERTUE

Luis Mauricio Trigueros

Christopher Douglas Hooper

Andrew C Hooper

Randall A Briolat

Nicholas J Kurtz

Eric Paul DeLorey

JARED BRANT KOELKER

RYAN THOMAS LEVASSEUR

DON MATTHEW SILK

PHILLIP ANDREW CURTIS

RICHARD SAMUEL HILOW

Rebecca Jane Jones Fields

Joseph Michael Polychronis

Sean Francis Dumont

Jessica Marie Jourdain

DAVID BRUCE MCNAMEE

ANDREW LOUIS KUSTAS

THOMAS GEORGE GOODWIN

VALERIE JEAN BROWN

KRISTEN ANN MADDEN

SUSAN MACMICHAEL JOHN

GREGORY WOOD EVANS

LANDON JOE FRITCH

ANDREA CLARE DUBUC

SAMUEL VONGSOUTHI GOUGH

STEPHEN HENRY HOPKINS

EMILY P DUNFORD

Alexys Ann Febonio

Within 25 miles of Milton, NH, Best Investors lists 40 registered investment advisory firms with 83 offices nearby, managing about $8.21T in combined regulatory AUM across 1,543,897 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

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