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Best financial advisors in Sandwich, NH

Registered advisers within 25 miles of Sandwich, NH.

Offices
47
Firms
27
Combined AUM
$5.60T
Firm-wide filings, not assets booked only here
Clients
1.09M
1,092,831 clients when Item 5C has a number
Avg / client
$5.12M
Combined AUM ÷ clients

Nearby offices

Firms

THRIVENT INVESTMENT MANAGEMENT INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
WASHINGTON PEAK INVESTMENT ADVISORS LLC
EDWARD JONES
FOUNDATIONS INVESTMENT ADVISORS LLC
OSAIC WEALTH, INC.
CITIZENS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
CETERA INVESTMENT ADVISERS LLC
MYSTIC VALLEY INVESTMENTS, LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
TRIUMPH WEALTH MANAGEMENT LLC
SENTINEL FINANCIAL
PROSPERA FINANCIAL SERVICES, INC.

Investors

JAMES RICHMOND SHUTTLEWORTH
CELESTE M MONAGHAN
Reese Chappuis
Keith A Britton
Susan Marguerite McBournie
DONALD EDWARD HANNIGAN
Genevieve Rowell
CARL ANDRES RICHARD RING
LEE ARTHUR PETERSEN
ROBERT JAMES KENNELLY
Jacqueline Page Taylor
NARESH SHANTILAL PATEL
JEFFERY PHILLIP COSSAR
Cari Lamontagne
ERIC JOHN BAHR
Elizabeth Lynne Warren
Nicholas S Trudel
Nicholas James Hintz
Christy Marie Alvord
SARAH WILLEY GROLEAU
Tyler Reed Lewis

Within 25 miles of Sandwich, NH, Best Investors lists 27 registered investment advisory firms with 47 offices nearby, managing about $5.60T in combined regulatory AUM across 1,092,831 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 Sandwich

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM