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Best financial advisors in Rochester, NH

Registered advisers within 25 miles of Rochester, NH.

Offices
239
Firms
124
Combined AUM
$13.3T
Firm-wide filings, not assets booked only here
Clients
2.69M
2,689,806 clients when Item 5C has a number
Avg / client
$4.93M
Combined AUM ÷ clients

Nearby offices

Firms

LPL FINANCIAL LLC
EDWARD JONES
STRAIGHT FORWARD WEALTH MANAGEMENT, LLC
INTEGRITY ADVISORY SOLUTIONS
INDEPENDENCE FINANCIAL ADVISORS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
BALLENTINE PARTNERS
INTEGRITY ALLIANCE, LLC.
J.P. MORGAN SECURITIES LLC
EAGLE STRATEGIES LLC
OSAIC WEALTH, INC.
AZTEC FINANCIAL GROUP, LLC

Investors

JARED BRANT KOELKER
RYAN THOMAS LEVASSEUR
DON MATTHEW SILK
PHILLIP ANDREW CURTIS
Zachary D Silk
Nicholas J Kurtz
Eric Paul DeLorey
Christopher Douglas Hooper
Andrew C Hooper
Randall A Briolat
RICHARD SAMUEL HILOW
Rebecca Jane Jones Fields
Joseph Michael Polychronis
Luis Mauricio Trigueros
Kevin Ryan
TAMMY LEE LAVERTUE
RICK LEE CRETEAU
JOHN RICHARD CRETEAU
RICHARD KENNETH HACKETT
JOHN RONALD LACHAPELLE
LEEANN MAXWELL
Suzannah Bowles Pogue
Calvin Chicoine
Skye Lynn Henderson
MATTHEW EDWARD HERMAN
WESLEY EDWARD LABELLE
RODNEY DEAN MUSTO
Daniel Frederick Sweetland
Tyler Kretschmar
Nicholas Timothy Pellman
Justin I Cate
Tucker J. Ford
Norine Lima
TIMOTHY COLIN BASCOM
PAUL JOSEPH KAGELEIRY
MICHAEL FRANCIS LEBARGE

Within 25 miles of Rochester, NH, Best Investors lists 124 registered investment advisory firms with 239 offices nearby, managing about $13.3T in combined regulatory AUM across 2,689,806 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 Rochester

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