Best financial advisors in Newbury, NH

Registered advisers within 25 miles of Newbury, NH.

Offices

37

Firms

24

Combined AUM

$3.90T

Firm-wide filings, not assets booked only here

Clients

575K

575,301 clients when Item 5C has a number

Avg / client

$6.78M

Combined AUM ÷ clients

Nearby offices

PERIGON WEALTH MANAGEMENT, LLC

468 MAIN STREET
NEW LONDON, NH 03257

BENJAMIN F. EDWARDS & COMPANY, INC.

292 Main Street
NEW LONDON, NH 03257

ROBERT A. ZOCK & CO.,INC.

98 BIRCH HILL ROAD
SUTTON, NH 03278

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

280 MAIN STREET
NEW LONDON, NH 03257

CWM, LLC

228 Main Street
New London, NH 03257

MARINER

224 Main Street P.O. Box 7
New London, NH 03257

MARINER

224 Main St.
New London, NH 03257

AMERIPRISE FINANCIAL SERVICES, LLC

276 Newport Rd Ste 213 PO BOX 2518
New London, NH 03257

STIFEL, NICOLAUS & COMPANY, INCORPORATED

276 NEWPORT ROAD SUITE 104
NEW LONDON, NH 03257

EDWARD JONES

75 Newport Rd Unit 107
New London, NH 03257

LPL FINANCIAL LLC

10 NORTH MAIN STREET
NEWPORT, NH 03773

PFS INVESTMENTS INC.

41 LIBERTY HILL RD BLDG 2 UNIT 201
HENNIKER, NH 03242

13.3 miles away

CITIZENS SECURITIES, INC.

4 WESTERN AVENUE
HENNIKER, NH 03242

13.7 miles away

EDWARD JONES

147 West Main Street
Hillsborough, NH 03244

15.4 miles away

OSAIC WEALTH, INC.

408 Road Round the Lake PO Box 585
Grantham, NH 03753

16.1 miles away

LPL FINANCIAL LLC

145 BROAD STREET
CLAREMONT, NH 03743

16.1 miles away

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

178 Broad Street
Claremont, NH 03743

16.1 miles away

CITIZENS SECURITIES, INC.

74 PLEASANT ST. MS: NH425
CLAREMONT, NH 03743

16.3 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

2597 HOPKINTON ROAD
CONTOOCOOK, NH 03229

17.8 miles away

COMMONWEALTH FINANCIAL NETWORK

39 Briar Hill Road
Hopkinton, NH 03229

19.5 miles away

Firms

PERIGON WEALTH MANAGEMENT, LLC

BENJAMIN F. EDWARDS & COMPANY, INC.

ROBERT A. ZOCK & CO.,INC.

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

AMERIPRISE FINANCIAL SERVICES, LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

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

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

KHADIJAH MORLOCK CISSE

RICHARD MICHAEL HAGALA

SARAH MAY BLONDIN

JEREMY MATTHEW LATHROP

Galen Van Doren Nichols

JEFFREY STEVEN DEWALD

BECKY JEAN VITTUM

ASHLEIGH MARIE McFarlin

Martha Coranna Maki

Kayla Ann Putnam

STUART JEFFREY BRONSON

LEROY WILLIAM DAVIS

Within 25 miles of Newbury, NH, Best Investors lists 24 registered investment advisory firms with 37 offices nearby, managing about $3.90T in combined regulatory AUM across 575,301 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 Newbury

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