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Best financial advisors in Wolfeboro, NH

Registered advisers within 25 miles of Wolfeboro, NH.

Offices
63
Firms
35
Combined AUM
$6.15T
Firm-wide filings, not assets booked only here
Clients
1.04M
1,040,443 clients when Item 5C has a number
Avg / client
$5.91M
Combined AUM ÷ clients

Nearby offices

Firms

WILLIAM J. KRAUSE CPA, P.C.
EDWARD JONES
F L PUTNAM INVESTMENT MANAGEMENT CO.
WHITE PINE INVESTMENTS
BALLENTINE PARTNERS
THRIVENT INVESTMENT MANAGEMENT INC.
AMERIPRISE FINANCIAL SERVICES, LLC
MORGAN STANLEY
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.
MWA FINANCIAL SERVICES INC.
LPL FINANCIAL LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
PROSPERA FINANCIAL SERVICES, INC.
SENTINEL FINANCIAL
FOUNDATIONS INVESTMENT ADVISORS LLC

Investors

WILLIAM J. KRAUSE
MATTHEW WILLIAM KRAUSE
KAREN L STONE
Kevin James Lawlor
Christopher J Russell
Brian Halket Laing
THOMAS GEORGE GOODWIN
VALERIE JEAN BROWN
James Balfour
KRISTEN ANN MADDEN
SUSAN MACMICHAEL JOHN
GREGORY WOOD EVANS
LANDON JOE FRITCH
ANDREW LOUIS KUSTAS
ANDREA CLARE DUBUC
SAMUEL VONGSOUTHI GOUGH
STEPHEN HENRY HOPKINS
TARYN DAWSON
HEATHER LONG
EMILY P DUNFORD
Alexys Ann Febonio
Nicholas James Hintz
Christy Marie Alvord
SARAH WILLEY GROLEAU
Nicholas S Trudel
TIMOTHY C FITZBAG
PAULINE P SIMEONOV
LOU ATHANAS
ROBERT CHRISTOPHER LAUX
GREGORY SCOTT CAULFIELD
ERIN M MCDONALD
ROBERT DECAMP
MICHAEL J ST. HILAIRE
JOEL PETER ARSENAULT
DAVID CHARLES PEREIRA
Jennifer Currier Williams
MARY LYNN GAUDET
Tyler Reed Lewis
Reese Chappuis
Keith A Britton
CELESTE M MONAGHAN
Susan Marguerite McBournie

Within 25 miles of Wolfeboro, NH, Best Investors lists 35 registered investment advisory firms with 63 offices nearby, managing about $6.15T in combined regulatory AUM across 1,040,443 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 Wolfeboro

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 WELLS FARGO ADVISORS 5,302 clients · 15.3K advisers $671B AUM 5 AMERIPRISE FINANCIAL SERVICES, LLC 124,349 clients · 13.6K advisers $660B AUM 6 RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 5,542 clients · 6,614 advisers $390B AUM 7 CETERA INVESTMENT ADVISERS LLC 24,019 clients · 10.8K advisers $257B AUM 8 CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. 68,815 clients · 4,088 advisers $139B AUM