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Best financial advisors in Mont Vernon, NH

Registered advisers within 25 miles of Mont Vernon, NH.

Offices
347
Firms
130
Combined AUM
$12.3T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,687,342 clients when Item 5C has a number
Avg / client
$4.58M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMHERST FINANCIAL GROUP, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
CITIZENS SECURITIES, INC.
COPPELL ADVISORY SOLUTIONS LLC
AMERIPRISE FINANCIAL SERVICES, LLC
KEEL POINT, LLC
BONACORSI WEALTH MANAGEMENT
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
APEX WEALTH MANAGEMENT, LLC
LPL FINANCIAL LLC
ON INVESTMENT MANAGEMENT CO

Investors

Stanley Greene
BRIAN THOMAS HOWLETT
ROBERT GORDON ELLIS
Logan B Pettus
Kimberlee Faith Hemmer
Elisabeth Margaret Larson
Peter Thomas Ackerson
TODD MICHAEL FISCHER
Brian L Burbach
Lisa S Madsen
Ronald A Troie
Marc David Chareth
Donald Trent Blalock
JASON M CILLO
TODD HOWARD LEO
CHRISTOPHER DRAKE MOORE
TIMOTHY FREDERICK MULLIN
JONATHAN JAY EDWARDS
ROBERT MICHAEL BONACORSI
Andrew David Benson
CHRISTINE ANN KELLER
DEREK CHRISTOPHER DEANGELIS
MICHEAL THOMAS WHITE
THOMAS ALAN HEACOCK
Gregg Tisdale Flegal
Robert Bevin Hermann
Derik W Paquette
NATHANIEL HOUGHTON SHAW
MICHAEL LEE PAQUETTE
DOMINIC MICHAEL CAPUTO
TORREY LESLIE GREENE
JEFFERY PAUL BOUTIN

Within 25 miles of Mont Vernon, NH, Best Investors lists 130 registered investment advisory firms with 347 offices nearby, managing about $12.3T in combined regulatory AUM across 2,687,342 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 Mont Vernon

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