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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

DAVID WENDELL ASSOCIATES, INC.
KWM FINANCIAL LLC
GOLDEN FINANCIAL SERVICES
ESTATE PLANNERS OF NEW ENGLAND, LLC
PISCATAQUA RESEARCH INC.
PATRIOT ADVISORY GROUP
STIFEL, NICOLAUS & COMPANY, INCORPORATED
PARK AVENUE SECURITIES LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
CETERA INVESTMENT ADVISERS LLC
INDEPENDENT WEALTH NETWORK, INC.
OSAIC WEALTH, INC.
VITALE & CAPUTO WEALTH MANAGEMENT LLC
MORGAN STANLEY
AMERIPRISE FINANCIAL SERVICES, LLC
EQUITABLE ADVISORS, LLC
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
THE PATRIOT FINANCIAL GROUP, LLC

Investors

WILLIAM HENRY LEDGER MITCHELL
NEIL GERHARD BLEICKEN
REID VAILE SMITH
KAREN "NMN" WENDELL
TIMOTHY PATRICK REARDON
Justin Daniel Nichols Moyer
CRAIG ALAN KRESPACH
GREGG ADAM MARKS
ERIC JOSEPH FLAIM
STEPHEN J CHURCH
Brendon Slater Canavan
AIMEE ELIZABETH JACOBS
JOHN PAUL TROIANO
BRYCE L SHAW
JOSEPH H GUYTON
ANDREW JOSEPH GUYTON
MICHAEL P CARAGLIA
ANDREW John WOLCOTT
ROLAND PATRICK GAGNE
JOHN RICHARD CRETEAU
RICHARD KENNETH HACKETT
JOHN RONALD LACHAPELLE
Ronald T Swanick
MARK STEPHEN SULLIVAN
MICHAEL L CAPUTO
JASON MICHAEL TRAINO
SAMUEL MCCLAY YONCE
JASON CHRISTOPHER FRANZ
MATTHEW MICHAEL THIBAULT
TIMOTHY JAMES HOFFMAN
AARON JAMES SOUSA
Michael Wayne Brown
EMILY Oskara JANN
CHRISTINA D CECCHINO
Erica Fenniman
Jade Michael Dagher
LINDSAY M PORTER
GREGORY KEVIN CANNON
ALFRED JAMES HAMMOND
Adrienne Barrett Tubridy
JOSEPH EDWARD TRAVAGLINI
Sonya Elma Pratt
KEVIN M MANNING
PETER JOHN CIOVACCO
MARC EVAN SCHIOWITZ
DAVID HERRICK JACOBS
KAREN J DRESSER-SMITH
EDWARD MOFFITT
Jeffrey Ihrig
STEPHEN ANTHONY CALDERARA
RYAN C DOBBERT
JANIS MARIE LARSEN
TIMOTHY MICHAEL LAKE
ANTHONY FRANZI MANCINI
Gregory S Tanzer
DOUGLAS MATTHEW COOK
ADAM TRISTAN DAVISON
Michael William Egan
Douglas Howard Kublin
Ian Patrick O'Brien
Pedro A Cesa
Domenic C Setaro
Martin Gauba
Tyler W Thomas
Timothy Robert Awiszus
Jacob Matthew Fudge
Ian Finch
Connor James Kee
LUKE LAFOREST
Alexander Ball-Brauns
SHERI-ANN BOUCHIE
ROBERT JAMES LOUGHLIN
WAYNE ANTHONY MORRIS
DANIEL HALE SEARS
JEFFREY I APPELSTEIN
CHRISTOPHER JOSEPH CURLEY
JENNIFER ELIZABETH GILBERT-DUFFY
MICHAEL GERARD SCOTT
MATTHEW PETER MCLAUGHLIN
MAURA JANE LEWIS
CLARE MARGARET MARY SHEEHAN
WILSON TOWNSEND BULLARD
Scott K Tobey
Kathryn M Avallone
MATTHEW GERALD ANTHONY
INGA BANEVICIENE
Kyle G White
Jack Dudley Brown
James C Henry
Matthew S Paiotti
BENJAMIN HAMILTON MOORE
DAVID ALFRED MANCINELLI
BRADLEY ALAN ROBERTS
MICHELE MARIE VINCENT
JOSEPH R MALARNEY
HENRY JOSEPH PERAZZELLI
JOHN LAWRENCE CARDONE
AARON H TERJANIAN
Devyn S Neary
Eliud Parada
MARK DAVID BALFOUR
MATTHEW FRANCIS TOSH
Michael Klonsky
JAMES M ALBANESE
PAUL RONALD REED
JENNIFER MARIE BLANK
ISABELLA MARIA REPUCCI
TODD WILLIAM DARLING
LINDA KENNEDY BRUCE
ANDREA FIORE
Andrew LOUIS St Pierre
HERBERT CHARLES HOLLENDER
FRANK Ferdinand CASTAGNO
Reed Wilson
RICHARD ANTHONY LUNETTA
JASON HUTCHINSON
Raymond-Oliver Richard Alvarez
Matthew Meader
Blake Andrew Bachry
Kimberly S Williams
ROBERT CAPUTO
BRAD A AHAM
PAUL ZIOLKOWSKI
ROBERT RUBANO
Katie Jane McDonald
Phillip Edward Panici
MATTHEW JAMES SOTIR
LUKE THEODORE SOTIR
Joel Kapelson
Conor Aten
Abednego Tonderai Nakoma
TIMOTHY JAMES CAVANAUGH
DOUGLAS ANDREW NELSON
ZACHARY STEPHEN GEORGE
MICHAEL JOSEPH WINN
MARK EDWARD RABBE
Joshua P Sanchez
John R Muldoon
Amy B Hallal
THOMAS SCOTT DUDLEY
Jason Daniel Mahoney

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