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Best financial advisors in Watervl Vly, NH

Registered advisers within 25 miles of Watervl Vly, NH.

Offices
22
Firms
14
Combined AUM
$3.18T
Firm-wide filings, not assets booked only here
Clients
657K
656,839 clients when Item 5C has a number
Avg / client
$4.84M
Combined AUM ÷ clients

Nearby offices

Firms

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

Investors

JAMES RICHMOND SHUTTLEWORTH
Elizabeth Lynne Warren
CELESTE M MONAGHAN
Reese Chappuis
Keith A Britton
Susan Marguerite McBournie
DIANA MARIE REO
DOUGLAS EDWARD HOWES
Frances Day
Genevieve Rowell
DONALD EDWARD HANNIGAN
KATHLEEN EILEEN SWEENEY
JANICE G AINSWORTH
JEFFERY PHILLIP COSSAR
CARL ANDRES RICHARD RING
NARESH SHANTILAL PATEL
LEE ARTHUR PETERSEN
ROBERT JAMES KENNELLY
Jacqueline Page Taylor
Cari Lamontagne
ERIC JOHN BAHR

Within 25 miles of Watervl Vly, NH, Best Investors lists 14 registered investment advisory firms with 22 offices nearby, managing about $3.18T in combined regulatory AUM across 656,839 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 Watervl Vly

Ranked by regulatory AUM. AUM is firm-wide, not only this area.

1 EDWARD JONES 28,751 clients · 24.6K advisers $1.01T AUM 2 LPL FINANCIAL LLC 209,600 clients · 24.4K advisers $819B AUM 3 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 4 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 5 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 6 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM 7 THRIVENT INVESTMENT MANAGEMENT INC. 84,100 clients · 3,259 advisers $20.8B AUM 8 STATE FARM INVESTMENT MANAGEMENT CORP. 7,142 advisers $12.9B AUM