Best financial advisors in Union, NH

Registered advisers within 25 miles of Union, NH.

Offices

78

Firms

38

Combined AUM

$8.00T

Firm-wide filings, not assets booked only here

Clients

1.52M

1,523,443 clients when Item 5C has a number

Avg / client

$5.25M

Combined AUM ÷ clients

Nearby offices

WHITE PINE INVESTMENTS

60 NORTH MAIN STREET
WOLFEBORO, NH 03894

F L PUTNAM INVESTMENT MANAGEMENT CO.

40 MILL STREET
WOLFEBORO, NH 03894

EDWARD JONES

35 CENTER STREET UNIT 1
WOLFEBORO FALLS, NH 03896

EDWARD JONES

35 Center St Suite 3
Wolfeboro Falls, NH 03896-3001

BALLENTINE PARTNERS

15 N. Main Street Suite 6
Wolfeboro, NH 03894

BALLENTINE PARTNERS

15 North Main St
Wolfeboro, NH 03894

WILLIAM J. KRAUSE CPA, P.C.

8 GOV. WENTWORTH HWY.
WOLFEBORO, NH 03894

BALLENTINE PARTNERS

35 Industrial Way
Rochester, NH 03867

13.5 miles away

BALLENTINE PARTNERS

35E Industrial Way
Rochester, NH 03867

13.5 miles away

BALLENTINE PARTNERS

35 Industrial Way Ste 150
Rochester, NH 03867

13.5 miles away

CETERA INVESTMENT ADVISERS LLC

73 WAKEFIELD STREET
ROCHESTER, NH 03867

14.1 miles away

AMERIPRISE FINANCIAL SERVICES, LLC

24 Wakefield St
Rochester, NH 03867

14.3 miles away

STATE FARM INVESTMENT MANAGEMENT CORP.

197 Columbus Ave Unit 106
Rochester, NH 03867

14.4 miles away

INDEPENDENCE FINANCIAL ADVISORS, LLC

59 S Main Street
Rochester, NH 03867

14.5 miles away

EDWARD JONES

120 WASHINGTON ST SUITE 301
ROCHESTER, NH 03839

14.8 miles away

EDWARD JONES

120 WASHINGTON ST SUITE 206
ROCHESTER, NH 03839

14.8 miles away

EDWARD JONES

160 Washington St Suite 201
ROCHESTER, NH 03839

14.8 miles away

LPL FINANCIAL LLC

133 BROCK ST
ROCHESTER, NH 03867

15.1 miles away

STRAIGHT FORWARD WEALTH MANAGEMENT, LLC

60 ROCHESTER HILL ROAD STE 1
ROCHESTER, NH 03867

15.5 miles away

INTEGRITY ADVISORY SOLUTIONS

60 Rochester Hill Rd Ste. 2
Rochester, NH 03867

15.5 miles away

Firms

WHITE PINE INVESTMENTS

F L PUTNAM INVESTMENT MANAGEMENT CO.

BALLENTINE PARTNERS

WILLIAM J. KRAUSE CPA, P.C.

CETERA INVESTMENT ADVISERS LLC

AMERIPRISE FINANCIAL SERVICES, LLC

STATE FARM INVESTMENT MANAGEMENT CORP.

INDEPENDENCE FINANCIAL ADVISORS, LLC

LPL FINANCIAL LLC

STRAIGHT FORWARD WEALTH MANAGEMENT, LLC

INTEGRITY ADVISORY SOLUTIONS

Investors

ANDREW LOUIS KUSTAS

THOMAS GEORGE GOODWIN

VALERIE JEAN BROWN

KRISTEN ANN MADDEN

SUSAN MACMICHAEL JOHN

GREGORY WOOD EVANS

LANDON JOE FRITCH

Kevin James Lawlor

Christopher J Russell

Brian Halket Laing

ANDREA CLARE DUBUC

SAMUEL VONGSOUTHI GOUGH

STEPHEN HENRY HOPKINS

EMILY P DUNFORD

Alexys Ann Febonio

WILLIAM J. KRAUSE

MATTHEW WILLIAM KRAUSE

Suzannah Bowles Pogue

Calvin Chicoine

Skye Lynn Henderson

RICK LEE CRETEAU

JOHN RICHARD CRETEAU

RICHARD KENNETH HACKETT

JOHN RONALD LACHAPELLE

TAMMY LEE LAVERTUE

Luis Mauricio Trigueros

Christopher Douglas Hooper

Andrew C Hooper

Randall A Briolat

Nicholas J Kurtz

Eric Paul DeLorey

JARED BRANT KOELKER

RYAN THOMAS LEVASSEUR

DON MATTHEW SILK

PHILLIP ANDREW CURTIS

RICHARD SAMUEL HILOW

Rebecca Jane Jones Fields

Joseph Michael Polychronis

Within 25 miles of Union, NH, Best Investors lists 38 registered investment advisory firms with 78 offices nearby, managing about $8.00T in combined regulatory AUM across 1,523,443 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 Union

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 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 4 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 J.P. MORGAN SECURITIES LLC 407,036 clients · 14.8K advisers $430B AUM 7 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 8 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM