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Best financial advisors in North Swanzey, NH

Registered advisers within 25 miles of North Swanzey, NH.

Offices
55
Firms
29
Combined AUM
$4.82T
Firm-wide filings, not assets booked only here
Clients
548K
547,622 clients when Item 5C has a number
Avg / client
$8.79M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
OPTIMUM WEALTH LLC
MONEY CONCEPTS CAPITAL CORP
PFS INVESTMENTS INC.
CENTAURUS FINANCIAL, INC.
FLAGSHIP HARBOR ADVISORS, LLC
OSAIC INSTITUTIONS, INC.
BEXIL ADVISERS LLC
MIDAS MANAGEMENT CORPORATION
LPL FINANCIAL LLC
AMERIPRISE FINANCIAL SERVICES, LLC
COMMONWEALTH FINANCIAL NETWORK

Investors

Scot A Ward
James E Newcombe
DUANE EARL GOODELL
Scott William Ringland
MATTHEW JOSEPH SNOW
GARY ANTHONY KOSTOWSKI
GRETCHEN MELISSA SNOW
CYNTHIA LOUISE KORDYS
RICHARD BRIAN ANDERSON
Charles Gifford Salisbury
Jessica Fuller
Ryan P Astley
Steve R Palmer
Christopher Hale Stoner
DAVID BOYD TWOMBLY
William Stevens
Andrew Jacob George
Ana Maria Saavedra
Adrian Lezcano
Olivia C Lezcano
TRAVIS CHARLES SHINE
Michael Taylor Brown
Nicholas Elvin DuBois
Matthew R DuBois
Spencer Adams
ANTHONY BENTON HEMMELGARN
KELLI J WARRINER

Within 25 miles of North Swanzey, NH, Best Investors lists 29 registered investment advisory firms with 55 offices nearby, managing about $4.82T in combined regulatory AUM across 547,622 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 Swanzey

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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 RBC CAPITAL MARKETS, LLC 1,893 clients · 3,972 advisers $310B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM