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Best financial advisors in Newcastle, NH

Registered advisers within 25 miles of Newcastle, NH.

Offices
248
Firms
125
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,689,710 clients when Item 5C has a number
Avg / client
$4.96M
Combined AUM ÷ clients

Nearby offices

Firms

WHOLE WEALTH MANAGEMENT
LPL FINANCIAL LLC
EDWARD JONES
MORGAN STANLEY
WELLS FARGO CLEARING SERVICES, LLC
OPPENHEIMER & CO. INC.
ROBINSON SMITH WEALTH ADVISORS, LLC
R M DAVIS INC
OSAIC WEALTH, INC.
CITIZENS SECURITIES, INC.
FOUR TREE ISLAND ADVISORY LLC
IMPAX ASSET MANAGEMENT LLC
BECK BODE LLC
BMO FAMILY OFFICE, LLC
SEASCAPE CAPITAL MANAGEMENT,LLC
MATRIX CAPITAL MANAGEMENT COMPANY, LP
TD PRIVATE CLIENT WEALTH LLC
GLOBAL RETIREMENT PARTNERS LLC

Investors

JEFFREY WILLIAM KEEFE
RYAN DAVID HALE
LAURA A RUTKIEWICZ
Irene P Bowen
Fred William Diehl
Jacqueline Pampinella
JOAN H VICKERY
Molly Elizabeth Muscari
PAUL JAMES GIGIS
CHRISTOPHER JOSEPH LEVIN
YVONNE LEGGE
PAUL ANTHONY KINNALY
Jenny Sue Sideris
Kelly Ann Curley
GARY FRANCIS RAWNSLEY
CATHERINE L SMITH
JANE L. NELSEN
Elisabeth W Haynes
MEREDITH ANDERSON
LOUIS COLBY ATHANAS
Trent M Blossom
LAURA Grace VOIGT
PATRICK REYNOLDS
GAIL ANNE FRONGILLO
BRUCE LESLIE ADDISON
NANCY MARIE WILSON
TAMMY MARIE CARIGNAN
MATTHEW MICHAEL BECKER
RICHARD LAURENCE SCHAEFER
LANCE MEREDITH PRICHARD
JOHN FRANKLIN HABIG
ROBERT J HOY
CURTIS WADE HERMANN
WILLIAM FRANCIS SCHAENEMAN
DAVID JOSEPH YAREMA
DOROTHY A HUNT
SPIKE TRUEWORTHY
DYLAN RANDAZZO
PAUL KEVIN O'BRIEN
KELLY COUGHLIN DECOURCY
CHRISTINE S BAIER
THOMAS DENNY BOYS
NATHAN STEVEN ALGER
DAVID JOHN HIGGINS
DOMINIQUE A DONOVAN
CHRISTOPHER JAMES SHEEHAN
DALE EDWARD ROCHFORD
SARAH JANE PENDLETON
Daniel Anthony Lyons
DOUGLAS MICHAEL BECKER
RICHARD WARREN LYONS
ALBERT DAMIAN SAMPSON
THOMAS PAUL DELROSSO
JONATHAN H DOODA
AUSTIN C CORNISH
STEPHEN JOHN LOZAN
CARTER MADDEN
JOHN D COOMBS
GARY DONALD CURTIS
PAUL JOSEPH LEYDEN
DAVID MICHAEL SMITH
Timothy J Acquaviva
Marianne Dao Loew
THOMAS ANCEL JOHNS
KEVIN ANDREW WEBER
KIETH LU TONG
David W Lewis
Peter Coutracos
ERIC JAMES GREGG
CHRISTOPHER HADLEY BROWN
KAREN ANNE O'DONOGHUE
PATRICK MAURIZIO PARISI
ANDREW MARK LITZERMAN
MONICA ANN MCCARTHY
LAURIE BARRETT
CHRISTIAN LEIGH Sullivan
MICHAEL AMADO
TODD CHRISTOPHER MILLS
ILIR RRAPI
LOVE M OLOWU
BENJAMIN CHASSE
CHRISTIE CHENG SCOTT

Within 25 miles of Newcastle, NH, Best Investors lists 125 registered investment advisory firms with 248 offices nearby, managing about $13.3T in combined regulatory AUM across 2,689,710 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 Newcastle

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