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Best financial advisors in North Sandwich, NH

Registered advisers within 25 miles of North Sandwich, NH.

Offices
46
Firms
26
Combined AUM
$5.60T
Firm-wide filings, not assets booked only here
Clients
1.09M
1,091,723 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
WASHINGTON PEAK INVESTMENT ADVISORS LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
FOUNDATIONS INVESTMENT ADVISORS LLC
SENTINEL FINANCIAL
AMERIPRISE FINANCIAL SERVICES, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
ROCKWORTH INVESTMENT SERVICES LLC
OSAIC WEALTH, INC.
CITIZENS SECURITIES, INC.
MYSTIC VALLEY INVESTMENTS, LLC
CETERA INVESTMENT ADVISERS LLC

Investors

JAMES RICHMOND SHUTTLEWORTH
CELESTE M MONAGHAN
Reese Chappuis
Keith A Britton
Susan Marguerite McBournie
LEE ARTHUR PETERSEN
ROBERT JAMES KENNELLY
Jacqueline Page Taylor
Nicholas James Hintz
Christy Marie Alvord
SARAH WILLEY GROLEAU
Cari Lamontagne
DIANA MARIE REO
JANICE G AINSWORTH
DONALD EDWARD HANNIGAN
Genevieve Rowell
ERIC JOHN BAHR
CARL ANDRES RICHARD RING
NARESH SHANTILAL PATEL
Frances Day
JEFFERY PHILLIP COSSAR
Elizabeth Lynne Warren

Within 25 miles of North Sandwich, NH, Best Investors lists 26 registered investment advisory firms with 46 offices nearby, managing about $5.60T in combined regulatory AUM across 1,091,723 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 North Sandwich

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 3 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 4 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 5 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 6 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM