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Best financial advisors in Moultonborough, NH

Registered advisers within 25 miles of Moultonborough, NH.

Offices
50
Firms
34
Combined AUM
$5.93T
Firm-wide filings, not assets booked only here
Clients
1.11M
1,112,423 clients when Item 5C has a number
Avg / client
$5.33M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
FOUNDATIONS INVESTMENT ADVISORS LLC
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MYSTIC VALLEY INVESTMENTS, LLC
TRIUMPH WEALTH MANAGEMENT LLC
BALLENTINE PARTNERS
F L PUTNAM INVESTMENT MANAGEMENT CO.
WHITE PINE INVESTMENTS
WILLIAM J. KRAUSE CPA, P.C.
PROSPERA FINANCIAL SERVICES, INC.

Investors

CELESTE M MONAGHAN
Reese Chappuis
Keith A Britton
Susan Marguerite McBournie
JAMES RICHMOND SHUTTLEWORTH
LEE ARTHUR PETERSEN
ROBERT JAMES KENNELLY
Jacqueline Page Taylor
Cari Lamontagne
ERIC JOHN BAHR
Nicholas S Trudel
KAREN L STONE
Kevin James Lawlor
Christopher J Russell
Brian Halket Laing
ANDREA CLARE DUBUC
SAMUEL VONGSOUTHI GOUGH
STEPHEN HENRY HOPKINS
TARYN DAWSON
HEATHER LONG
EMILY P DUNFORD
Alexys Ann Febonio
THOMAS GEORGE GOODWIN
VALERIE JEAN BROWN
James Balfour
KRISTEN ANN MADDEN
SUSAN MACMICHAEL JOHN
GREGORY WOOD EVANS
LANDON JOE FRITCH
ANDREW LOUIS KUSTAS
Nicholas James Hintz
Christy Marie Alvord
SARAH WILLEY GROLEAU
WILLIAM J. KRAUSE
MATTHEW WILLIAM KRAUSE
Tyler Reed Lewis
TIMOTHY C FITZBAG

Within 25 miles of Moultonborough, NH, Best Investors lists 34 registered investment advisory firms with 50 offices nearby, managing about $5.93T in combined regulatory AUM across 1,112,423 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 Moultonborough

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM