Best financial advisors in Ossipee, NH

Registered advisers within 25 miles of Ossipee, NH.

Offices

43

Firms

25

Combined AUM

$5.36T

Firm-wide filings, not assets booked only here

Clients

1.04M

1,035,065 clients when Item 5C has a number

Avg / client

$5.18M

Combined AUM ÷ clients

Nearby offices

THRIVENT INVESTMENT MANAGEMENT INC.

1230 Rt 16
Ossipee, NH 03864

WILLIAM J. KRAUSE CPA, P.C.

8 GOV. WENTWORTH HWY.
WOLFEBORO, NH 03894

EDWARD JONES

35 CENTER STREET UNIT 1
WOLFEBORO FALLS, NH 03896

EDWARD JONES

35 Center St Suite 3
Wolfeboro Falls, NH 03896-3001

SENTINEL FINANCIAL

58 N BROADBAY RD
FREEDOM, NH 03836

F L PUTNAM INVESTMENT MANAGEMENT CO.

40 MILL STREET
WOLFEBORO, NH 03894

WHITE PINE INVESTMENTS

60 NORTH MAIN STREET
WOLFEBORO, NH 03894

BALLENTINE PARTNERS

15 N. Main Street Suite 6
Wolfeboro, NH 03894

BALLENTINE PARTNERS

15 North Main St
Wolfeboro, NH 03894

LPL FINANCIAL LLC

129 FEDERAL ROAD
PARSONSFIELD, ME 04047

13.9 miles away

THRIVENT INVESTMENT MANAGEMENT INC.

32 Whittier Hwy
Moultonborough, NH 03254

15.2 miles away

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

949 Whittier Hwy, Suite B
Moultonborough, NH 03254

15.4 miles away

EDWARD JONES

512 WHITTIER HIGHWAY SUITE 1
MOULTONBOROUGH, NH 03254

16.2 miles away

FOUNDATIONS INVESTMENT ADVISORS LLC

RED HILL BUSINESS CENTER 396 WHITTIER HIGHWAY, SUITE 1
MOULTONBOROUGH, NH 03254

16.5 miles away

EDWARD JONES

28 Weirs RD Suite #1
GILFORD, NH 03249-6793

16.8 miles away

EDWARD JONES

3 Mill Street
MEREDITH, NH 03253

19.9 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

14 Plymouth St Level 1
Meredith, NH 03253

AMERIPRISE FINANCIAL SERVICES, LLC

22 SAWMILL RD
GILFORD, NH 03249-6542

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

186 Daniel Webster Highway Ste. 2
Meredith, NH 03253

20.1 miles away

MORGAN STANLEY

DECAMP FINCL CENTER 14 COUNTRY CLUB RD
GILFORD, NH 03246

20.2 miles away

Firms

THRIVENT INVESTMENT MANAGEMENT INC.

WILLIAM J. KRAUSE CPA, P.C.

SENTINEL FINANCIAL

F L PUTNAM INVESTMENT MANAGEMENT CO.

WHITE PINE INVESTMENTS

BALLENTINE PARTNERS

LPL FINANCIAL LLC

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

FOUNDATIONS INVESTMENT ADVISORS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

Investors

Nicholas James Hintz

Christy Marie Alvord

SARAH WILLEY GROLEAU

WILLIAM J. KRAUSE

MATTHEW WILLIAM KRAUSE

Kevin James Lawlor

Christopher J Russell

Brian Halket Laing

THOMAS GEORGE GOODWIN

VALERIE JEAN BROWN

KRISTEN ANN MADDEN

SUSAN MACMICHAEL JOHN

GREGORY WOOD EVANS

LANDON JOE FRITCH

ANDREW LOUIS KUSTAS

ANDREA CLARE DUBUC

SAMUEL VONGSOUTHI GOUGH

STEPHEN HENRY HOPKINS

EMILY P DUNFORD

Alexys Ann Febonio

Janet Lisa Connolly

JAMES RICHMOND SHUTTLEWORTH

CELESTE M MONAGHAN

Keith A Britton

Susan Marguerite McBournie

Nicholas S Trudel

Cari Lamontagne

LEE ARTHUR PETERSEN

ROBERT JAMES KENNELLY

Jacqueline Page Taylor

TIMOTHY C FITZBAG

PAULINE P SIMEONOV

ROBERT CHRISTOPHER LAUX

GREGORY SCOTT CAULFIELD

ERIN M MCDONALD

MICHAEL J ST. HILAIRE

Within 25 miles of Ossipee, NH, Best Investors lists 25 registered investment advisory firms with 43 offices nearby, managing about $5.36T in combined regulatory AUM across 1,035,065 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 Ossipee

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 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 LPL ENTERPRISE, LLC 12,118 clients · 3,334 advisers $24.9B AUM