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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

STEELE STREET CAPITAL LLC
EDWARD JONES
SANCTUARY ADVISORS, LLC
MML INVESTORS SERVICES, LLC
J.P. MORGAN SECURITIES LLC
IACANGELO FINANCIAL GROUP, LLC
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
INTEGRATED WEALTH CONCEPTS LLC
LPL FINANCIAL LLC
VERIS WEALTH PARTNERS, LLC
ALLIANT RETIREMENT CONSULTING
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
ARBORETUM INVESTMENT ADVISORS, LLC
SALTBOX FINANCIAL LLC
MEASURED WEALTH PRIVATE CLIENT GROUP, LLC
GULFSTREAM FINANCIAL GROUP LLC

Investors

DAVID MICHAEL GERASIN
PEYTON OAKES-BRYDEN
Robert S Giordano
Valerie J Morgan
James Thomas Moran
RICHARD S LESAVOY
IAN THOMAS FREDERICK
Tamara Perkins
Paula M Baxley
GERARD IACANGELO
JOHN L COGAN
AARON ANTON MILNE
WHEELER MAIDRAND CROWLEY
COLIN THOMAS WALKER
SHANIA A MURRAY
Johanna Rose Holecy
BONNIE LYNN STANIEWICZ
LEAH MEGAN BEATTIE
ALISON LYN PYOTT
STEVEN ROBERT SCOTT
Rachel Goldberg
Timothy R Malinowski
Robert Wayne Smith
Stephanie Lyn Blandina
KYLE ANDREW MANEZ
JOHN VINCENT CAGGIANO
Jenna Rose Rodrigues
KAMERYNN ALISA BONN
VERA KELSEY-WATTS
Leslie Allyn Modica
JAY H LEVY
JOHN DUNCAN BLACK
KELLY FOSS-ROOT
GEORGE ZAHAROPOULOS
VICTORIA HALINSKI GIBBS
JOSEPH TYNDALE NEFF
EDWARD HEATH BENWAY
EDWARD ROBERT MILLER
ALEJANDRA BORGE

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