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Best financial advisors in Wilmot Flat, NH

Registered advisers within 25 miles of Wilmot Flat, NH.

Offices
77
Firms
47
Combined AUM
$6.47T
Firm-wide filings, not assets booked only here
Clients
2.02M
2,024,303 clients when Item 5C has a number
Avg / client
$3.19M
Combined AUM ÷ clients

Nearby offices

Firms

PFS INVESTMENTS INC.
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
THE WEALTH CONSERVATORY
COMMONWEALTH FINANCIAL NETWORK
DATTILIO & ASH CAPITAL MANAGEMENT, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
LPL FINANCIAL LLC
EDWARD JONES
CITIZENS SECURITIES, INC.
CETERA INVESTMENT ADVISERS LLC
AMERICAN TRUST INVESTMENT ADVISORS, LLC
GLOBAL FOREST PARTNERS LP
THE FOUNDRY FINANCIAL GROUP, INC.

Investors

TRUDI LYNN GOSINE
NORMAN DSILVA
DARYL FRANCIS ZERVESKES
DANIEL CALHOUN JOHNSON
JOHN JAY HUTCHINS
LEROY WILLIAM DAVIS
David Anthony Dattilio
ANTHONY G ASH
Martha Coranna Maki
Kayla Ann Putnam
BECKY JEAN VITTUM
Maria E Horne
ASHLEIGH MARIE McFarlin
Wyktor De A O Cavalcante
Steven Potwin
CHARLES FREEMAN MORGAN
NATHANIEL RUSSELL MORGAN
ANIK MUTSUDDY
PAUL HARKER COLLINS
NARESH SHANTILAL PATEL
Erin M Bacon
Galen Van Doren Nichols
KENDRA ELIZABETH DEAL
LINDA MORIN KNOTT
JUSTIN RASMUSSON
Kaitlyn Sasseville
CHRISTOPHER R JOHNSON
Simon Cote
MITCHELL Robert STAGNONE
VIRGINIA LYNN MCGRODY
Ernest Ross Tyler
KENNETH PAUL GOODROW
Leah Ann French
JAMES NORMAN GODFREY
Joshua Roger Allen
Daniel Joseph Rivet
Sarah Margaret Anderson
Brady Michael Martin
Ava Louise Clark
Rachel Annalyse Dadian
MICHAEL HARRINGTON FOGARTY

Within 25 miles of Wilmot Flat, NH, Best Investors lists 47 registered investment advisory firms with 77 offices nearby, managing about $6.47T in combined regulatory AUM across 2,024,303 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 Wilmot Flat

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 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 7 WELLS FARGO ADVISORS 2,990 clients · 4,250 advisers $252B AUM 8 OSAIC WEALTH, INC. 56,660 clients · 8,342 advisers $235B AUM