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Best financial advisors in Wilmot, NH

Registered advisers within 25 miles of Wilmot, NH.

Offices
78
Firms
48
Combined AUM
$6.47T
Firm-wide filings, not assets booked only here
Clients
2.02M
2,024,425 clients when Item 5C has a number
Avg / client
$3.20M
Combined AUM ÷ clients

Nearby offices

Firms

PERIGON WEALTH MANAGEMENT, LLC
BENJAMIN F. EDWARDS & COMPANY, INC.
HAGER INVESTMENT MANAGEMENT SERVICES, LLC
CWM, LLC
MARINER
EDWARD JONES
AMERIPRISE FINANCIAL SERVICES, LLC
STIFEL, NICOLAUS & COMPANY, INCORPORATED
ROBERT A. ZOCK & CO.,INC.
OSAIC WEALTH, INC.
LPL FINANCIAL LLC
INDEPENDENCE FINANCIAL ADVISORS, LLC
MHP ASSET MANAGEMENT
THE IVY LEAGUE ADVISORY GROUP, LLC
ON TRACK FINANCIAL LLC
CITIZENS SECURITIES, INC.
PFS INVESTMENTS INC.
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Investors

KRISTINA SCHURRATH REGAN
Joseph Dupree
CHRISTOPHER MORSE
ROBIN CLIFTON BRIGHAM
PETER EDWARD HAGER
ANDREW WEBSTER HAGER
Michael J Bechtold
LOUIE ROSS GOTT
MARTHA ELIZABETH COTTRILL
CHAD LESLIE RICHARDSON
JENNIFER J. Wilcox
RENRICK RHYS PESCE
Melissa Janice Leintz
JULIANNE S WOLFE
WILLIAM MICHAEL SULLIVAN
GREGORY SCOTT KERR
Timothy WIlliam Sumner
PHILIP DEWITT ESTABROOK
JEFFREY STEVEN DEWALD
ROB NMN HARRIS
PAUL WILLIAM GATEHOUSE
PAMELA LYNN HANNAN
Glen Arthur Moore
MICHAEL FRANCIS VENTURA
LUCA ANTHONY D ITALIA
MAURICE HAMILTON PATTERSON
Peter Andrew Laufenberg
BRANDON ARCHIBALD
JEREMY MATTHEW LATHROP
KHADIJAH MORLOCK CISSE
JULIE E HAGALA
RICHARD MICHAEL HAGALA
ELISE KESSELI
ERIKA DOYLE
SARAH MAY BLONDIN
STUART JEFFREY BRONSON
ELIZABETH T HODGDON

Within 25 miles of Wilmot, NH, Best Investors lists 48 registered investment advisory firms with 78 offices nearby, managing about $6.47T in combined regulatory AUM across 2,024,425 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

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