Best Investors Account Sign in

Best financial advisors in So Effingham, NH

Registered advisers within 25 miles of So Effingham, NH.

Offices
31
Firms
18
Combined AUM
$5.29T
Firm-wide filings, not assets booked only here
Clients
995K
994,993 clients when Item 5C has a number
Avg / client
$5.31M
Combined AUM ÷ clients

Nearby offices

Firms

EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MYSTIC VALLEY INVESTMENTS, LLC
MORGAN STANLEY
MWA FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Investors

Cari Lamontagne
LEE ARTHUR PETERSEN
ROBERT JAMES KENNELLY
Jacqueline Page Taylor
KEVIN PAUL MONROE
ERIC JOHN BAHR
TIMOTHY C FITZBAG
PAULINE P SIMEONOV
LOU ATHANAS
ROBERT CHRISTOPHER LAUX
GREGORY SCOTT CAULFIELD
ERIN M MCDONALD
ROBERT DECAMP
MICHAEL J ST. HILAIRE
JOEL PETER ARSENAULT
DAVID CHARLES PEREIRA
Jennifer Currier Williams
MARY LYNN GAUDET

Within 25 miles of So Effingham, NH, Best Investors lists 18 registered investment advisory firms with 31 offices nearby, managing about $5.29T in combined regulatory AUM across 994,993 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 So Effingham

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 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 7 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 8 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM