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Best financial advisors in Mount Sunapee, NH

Registered advisers within 25 miles of Mount Sunapee, NH.

Offices
36
Firms
23
Combined AUM
$3.90T
Firm-wide filings, not assets booked only here
Clients
575K
575,294 clients when Item 5C has a number
Avg / client
$6.78M
Combined AUM ÷ clients

Nearby offices

Firms

PERIGON WEALTH MANAGEMENT, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
ROBERT A. ZOCK & CO.,INC.
HAGER INVESTMENT MANAGEMENT SERVICES, LLC
CWM, LLC
MARINER
AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
EDWARD JONES
LPL FINANCIAL LLC
PFS INVESTMENTS INC.
CITIZENS SECURITIES, INC.
OSAIC WEALTH, INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
COMMONWEALTH FINANCIAL NETWORK

Investors

KRISTINA SCHURRATH REGAN
Joseph Dupree
CHRISTOPHER MORSE
ROBIN CLIFTON BRIGHAM
PETER EDWARD HAGER
ANDREW WEBSTER HAGER
Michael J Bechtold
LOUIE ROSS GOTT
MARTHA ELIZABETH COTTRILL
CHAD LESLIE RICHARDSON
JENNIFER J. Wilcox
RENRICK RHYS PESCE
JULIANNE S WOLFE
WILLIAM MICHAEL SULLIVAN
GREGORY SCOTT KERR
Timothy WIlliam Sumner
PHILIP DEWITT ESTABROOK
Melissa Janice Leintz
ROB NMN HARRIS
KHADIJAH MORLOCK CISSE
JULIE E HAGALA
RICHARD MICHAEL HAGALA
ELISE KESSELI
ERIKA DOYLE
SARAH MAY BLONDIN
JEREMY MATTHEW LATHROP
Erin M Bacon
Galen Van Doren Nichols
JEFFREY STEVEN DEWALD
BECKY JEAN VITTUM
Maria E Horne
ASHLEIGH MARIE McFarlin
Martha Coranna Maki
Kayla Ann Putnam
Steven Potwin
STUART JEFFREY BRONSON
LEROY WILLIAM DAVIS

Within 25 miles of Mount Sunapee, NH, Best Investors lists 23 registered investment advisory firms with 36 offices nearby, managing about $3.90T in combined regulatory AUM across 575,294 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 Mount Sunapee

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM 7 STIFEL, NICOLAUS & COMPANY, INCORPORATED 3,455 advisers $198B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM