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Best financial advisors in Portsmouth, NH

Registered advisers within 25 miles of Portsmouth, NH.

Offices
293
Firms
143
Combined AUM
$14.0T
Firm-wide filings, not assets booked only here
Clients
2.72M
2,724,654 clients when Item 5C has a number
Avg / client
$5.13M
Combined AUM ÷ clients

Nearby offices

Firms

EQUITABLE ADVISORS, LLC
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
PRIME BUCHHOLZ LLC
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.
CHARTER OAK CAPITAL MANAGEMENT
NVEST FINANCIAL, LLC

Investors

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
IAN DOUGLAS MACPHERSON
Christopher Shaw
RICHARD MURPHY MORRISON
Timothy Michael Jarry
WILLIAM FRANCIS MCCARRON
Neil Hubacker
ELLEN MARY LAVIN
GERRY S WEIDEMA
JASON DANIEL LAWRENCE
Margaret Rose Murray
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
TODD MICHAEL CESCA
Renee Elizabeth Hickey
KAREN LEE ZARAMBA
JAMES ALLEN BOSSIEUX
KATY MORRISON CARR
SAMUEL RICHARDSON REID
LENA WYAND
SARAH SERLING CLAPP
EUGENE ROBERT AKERBERG
JEFFREY SCOTT TROIANO
JESSICA LYNN KREGER
EMMA K Bean
Alicia Chiamulera
JOHN WILSON
Justin Happ
Dinon Hughes
DAPHNE LARISSA LAFAZAN
NICHOLE DEMETRIA RAFTOPOULOS

Within 25 miles of Portsmouth, NH, Best Investors lists 143 registered investment advisory firms with 293 offices nearby, managing about $14.0T in combined regulatory AUM across 2,724,654 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 Portsmouth

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