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Best financial advisors in Sunapee, NH

Registered advisers within 25 miles of Sunapee, NH.

Offices
73
Firms
50
Combined AUM
$10.6T
Firm-wide filings, not assets booked only here
Clients
2.46M
2,461,417 clients when Item 5C has a number
Avg / client
$4.30M
Combined AUM ÷ clients

Nearby offices

Firms

AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
LPL FINANCIAL LLC
EDWARD JONES
MARINER
CWM, LLC
HAGER INVESTMENT MANAGEMENT SERVICES, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
PERIGON WEALTH MANAGEMENT, LLC
OSAIC WEALTH, INC.
ROBERT A. ZOCK & CO.,INC.
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CITIZENS SECURITIES, INC.
CIF MANAGEMENT INC.
THE WEALTH CONSERVATORY
DATTILIO & ASH CAPITAL MANAGEMENT, LLC

Investors

JULIANNE S WOLFE
WILLIAM MICHAEL SULLIVAN
GREGORY SCOTT KERR
Timothy WIlliam Sumner
PHILIP DEWITT ESTABROOK
ROB NMN HARRIS
Melissa Janice Leintz
MARTHA ELIZABETH COTTRILL
CHAD LESLIE RICHARDSON
JENNIFER J. Wilcox
RENRICK RHYS PESCE
LOUIE ROSS GOTT
ROBIN CLIFTON BRIGHAM
PETER EDWARD HAGER
ANDREW WEBSTER HAGER
Michael J Bechtold
Joseph Dupree
CHRISTOPHER MORSE
KRISTINA SCHURRATH REGAN
JEFFREY STEVEN DEWALD
Martha Coranna Maki
Kayla Ann Putnam
BECKY JEAN VITTUM
Maria E Horne
ASHLEIGH MARIE McFarlin
Steven Potwin
DANIEL CALHOUN JOHNSON
JOHN JAY HUTCHINS
Wyktor De A O Cavalcante
David Anthony Dattilio
ANTHONY G ASH

Within 25 miles of Sunapee, NH, Best Investors lists 50 registered investment advisory firms with 73 offices nearby, managing about $10.6T in combined regulatory AUM across 2,461,417 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 Sunapee

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 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 6 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 7 RAYMOND JAMES & ASSOCIATES, INC. 2,231 clients · 5,941 advisers $501B AUM 8 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM