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Best financial advisors in Newton, NH

Registered advisers within 25 miles of Newton, NH.

Offices
774
Firms
288
Combined AUM
$14.9T
Firm-wide filings, not assets booked only here
Clients
2.81M
2,810,001 clients when Item 5C has a number
Avg / client
$5.28M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
MML INVESTORS SERVICES, LLC
TD PRIVATE CLIENT WEALTH LLC
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
COHEN INVESTMENT ADVISORS, LLC
BRIGHTREE WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
BEATON MANAGEMENT CO INC
OSAIC INSTITUTIONS, INC.

Investors

Nicolas L Cunha
Amanda Katherine Schell
Tucker Perry Schell
Todd Scot Schell
HOLLIE ANN DONOVAN
CURT MARTENS
Paul Louis Tiernan
Brian Michael Sullivan
JAMES N PERRY
Brian Allan Magoon
Matthew Magoon
Hadrick Alexis Green
CARL MALMROSE HANSON
Lindsey Belo
Preston Carbone
DANIELLE SHIRLEYANN HOLMES
John Roland MacDonald
William Cushing
DAVID ANDREW BLAKE
David Harrison Marcou
WALTER DAVID JEZAK JR
Blake Patrick Murray
LAWRENCE ANTHONY FARETTA
SAMUEL FRANCIS GRANT
ERIC RICHARD MAJKA
Tracy Lee St Onge
James Paul Rubera
Christopher Conrad Adams
Emily C French

Within 25 miles of Newton, NH, Best Investors lists 288 registered investment advisory firms with 774 offices nearby, managing about $14.9T in combined regulatory AUM across 2,810,001 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 Newton

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