Best financial advisors in Newport, NH

Registered advisers within 25 miles of Newport, NH.

Offices

78

Firms

51

Combined AUM

$9.34T

Firm-wide filings, not assets booked only here

Clients

2.44M

2,443,921 clients when Item 5C has a number

Avg / client

$3.82M

Combined AUM ÷ clients

Nearby offices

LPL FINANCIAL LLC

10 NORTH MAIN STREET
NEWPORT, NH 03773

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

178 Broad Street
Claremont, NH 03743

LPL FINANCIAL LLC

145 BROAD STREET
CLAREMONT, NH 03743

CITIZENS SECURITIES, INC.

74 PLEASANT ST. MS: NH425
CLAREMONT, NH 03743

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

MARINER

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

11.2 miles away

MARINER

224 Main St.
New London, NH 03257

11.2 miles away

CWM, LLC

228 Main Street
New London, NH 03257

11.2 miles away

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

280 MAIN STREET
NEW LONDON, NH 03257

11.3 miles away

BENJAMIN F. EDWARDS & COMPANY, INC.

292 Main Street
NEW LONDON, NH 03257

11.3 miles away

PERIGON WEALTH MANAGEMENT, LLC

468 MAIN STREET
NEW LONDON, NH 03257

11.5 miles away

OSAIC WEALTH, INC.

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

12.1 miles away

LPL FINANCIAL LLC

223 MAINS STREET STE 10
CHARLESTOWN, NH 03603

14.7 miles away

CIF MANAGEMENT INC.

2 QUECHEE RD
HARTLAND, VT 05048

15.3 miles away

EDWARD JONES

300 RIVER STREET
SPRINGFIELD, VT 05156

15.5 miles away

EDWARD JONES

41 CHESTER RD SUITE 1
SPRINGFIELD, VT 05156

15.7 miles away

PFS INVESTMENTS INC.

368 RIVER ST STE 142
SPRINGFIELD, VT 05156

15.7 miles away

ROBERT A. ZOCK & CO.,INC.

98 BIRCH HILL ROAD
SUTTON, NH 03278

16.8 miles away

Firms

LPL FINANCIAL LLC

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

CITIZENS SECURITIES, INC.

AMERIPRISE FINANCIAL SERVICES, LLC

STIFEL, NICOLAUS & COMPANY, INCORPORATED

HAGER INVESTMENT MANAGEMENT SERVICES, LLC

BENJAMIN F. EDWARDS & COMPANY, INC.

PERIGON WEALTH MANAGEMENT, LLC

OSAIC WEALTH, INC.

CIF MANAGEMENT INC.

PFS INVESTMENTS INC.

ROBERT A. ZOCK & CO.,INC.

Investors

Martha Coranna Maki

Kayla Ann Putnam

BECKY JEAN VITTUM

ASHLEIGH MARIE McFarlin

JULIANNE S WOLFE

WILLIAM MICHAEL SULLIVAN

GREGORY SCOTT KERR

Timothy WIlliam Sumner

PHILIP DEWITT ESTABROOK

Melissa Janice Leintz

MARTHA ELIZABETH COTTRILL

CHAD LESLIE RICHARDSON

JENNIFER J. Wilcox

RENRICK RHYS PESCE

LOUIE ROSS GOTT

ROBIN CLIFTON BRIGHAM

PETER EDWARD HAGER

ANDREW WEBSTER HAGER

Michael J Bechtold

CHRISTOPHER MORSE

KRISTINA SCHURRATH REGAN

JEFFREY STEVEN DEWALD

CLAY EVERETT BELL

CHAD ALLEN BELL

Daniel Richardson

Amy Lynne Duffy

ROBERT EDWARD WALKER

Within 25 miles of Newport, NH, Best Investors lists 51 registered investment advisory firms with 78 offices nearby, managing about $9.34T in combined regulatory AUM across 2,443,921 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 Newport

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 7 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 8 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM