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Best financial advisors in Westmoreland, NH

Registered advisers within 25 miles of Westmoreland, NH.

Offices
51
Firms
27
Combined AUM
$4.50T
Firm-wide filings, not assets booked only here
Clients
546K
545,568 clients when Item 5C has a number
Avg / client
$8.26M
Combined AUM ÷ clients

Nearby offices

Firms

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
EDWARD JONES
COMMONWEALTH FINANCIAL NETWORK
FLAGSHIP HARBOR ADVISORS, LLC
WISE PLANNING, INC.
OSAIC INSTITUTIONS, INC.
LPL FINANCIAL LLC
MONEY CONCEPTS CAPITAL CORP
TD PRIVATE CLIENT WEALTH LLC
BIRCH FINANCIAL GROUP
STEWARD PARTNERS INVESTMENT ADVISORY, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BLUESTONE WEALTH MANAGEMENT LLC
LPL ENTERPRISE, LLC

Investors

NATALIYA VASYLIVNA BERGERON
Adam Colombie
Annie J Colombie
NORMAN JOSEPH JUNIEWIC
RICHARD BRIAN ANDERSON
Charles Gifford Salisbury
ANDREW DONALD HOLTE
Steve R Palmer
Christopher Hale Stoner
DAVID BOYD TWOMBLY
Jessica Fuller
Ryan P Astley
Scott William Ringland
ALICIA Marie THOMAS
Amanda Joyce Stone
GLENN WILLIAM GALLOWAY
Alan William Stroshine
JOSHUA IAN HOULE
Matthew Fliss
KENNETH ROBERT VISSER
LIANA MARIE POODIACK
TRAVIS JAMES POODIACK
CARL JOHN GRAVINA
Ryan Frank Gravina
Mark Alexander Gravina
JESSICA LYNN LAPOLLO
KEITH ALAN MANSFIELD
FREDERICK W HADLOW
ELIZABETH JOHNSON CATLIN
CHRISTINE CLINTON-CATLIN
ELIZABETH MARIE NEWCOMBE
JOHN ROBERT BENTON
NINA MARIE BENTON
Tyler Davis
Sara R Smedley
EMILY REBECCA FISSEL

Within 25 miles of Westmoreland, NH, Best Investors lists 27 registered investment advisory firms with 51 offices nearby, managing about $4.50T in combined regulatory AUM across 545,568 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 Westmoreland

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B 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 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 7 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM 8 COMMONWEALTH FINANCIAL NETWORK 20,450 clients · 3,161 advisers $213B AUM